Investment Management, Asset Diversification

SEC Could Broaden Path to Private Equity Fund of Funds Investment

DarrowEverett LLP on 7/14/2025

Since the enactment of the Investment Company Act 85 years ago, the asset management industry has grown from $2 billion in assets to more than $39 trillion in assets. Under existing Securities and Exchange Commission (“SEC”)...more

Dark Side of the Moon

Gerald Nowotny - Law Office of Gerald R.... on 6/26/2020

Gerry discusses the peculiarities of the alternate investment diversification testing method for variable universal life insurance....more

The Brave New World of Fiduciary Responsibility for Benefit Plans

Burr & Forman on 2/26/2020

Most blog entries focus on new developments or recent legislation. This one’s a bit different. Its subject matter, fiduciary responsibility, is as old as ERISA itself. In today’s environment of increased litigation risks for...more

Amendments to the Code on Unit Trusts and Mutual Funds

Akin Gump Strauss Hauer & Feld LLP on 1/23/2019

• The revised UT Code came into effect on 1 January 2019, with a 12-month transition period for compliance by funds currently registered with the SFC. • Revised regulatory standards will impact all SFC-authorised funds and...more

IRS Encourages Private Foundations to Consider Charitable Purposes in Investing Its Assets

Proskauer - Not for Profit/Exempt... on 10/30/2015

As we previously reported, the IRS has updated its guidance with helpful examples concerning program-related investments for private foundations. In its recently issued Notice 2015-62, the IRS provides further assurance that...more

Investment Management › Asset Diversification

SEC Could Broaden Path to Private Equity Fund of Funds Investment

Dark Side of the Moon

The Brave New World of Fiduciary Responsibility for Benefit Plans

Amendments to the Code on Unit Trusts and Mutual Funds

IRS Encourages Private Foundations to Consider Charitable Purposes in Investing Its Assets

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