News & Analysis as of

Equity Investment Portfolios

Charles E. Rounds, Jr. - Suffolk University...

Individual Trustee Delegates to Financial Institution the Job of Taking Custody and Keeping Track of Income and Principal: The...

While PC software programs are a practical improvement over the trustee’s hard-copy ledger book, when it comes to keeping track of trust income and principal these programs still require serious clerical monitoring on the...more

Herbert Smith Freehills Kramer

NAIC Targets Collateralized Fund Obligations

In a previous issue of FundsTalk, we discussed collateralized fund obligations (CFOs), investments backed by portfolios of private investment fund interests. In recent months, the National Association of Insurance...more

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