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Investment Management › Investment › Investment Opportunities

Troutman Pepper Locke

FUNDamentals Market Update – What’s Happening In Today’s Market?

Troutman Pepper Locke on

“The most recent development in the registered investment funds space has been the long-awaited movement toward the SEC granting dual share class ETF exemptive relief. This will be a significant catalyst for growth in...more

Robins Kaplan LLP

How an Investor Can Lose More Than Just Their Investment

Robins Kaplan LLP on

When evaluating an investment opportunity, a would-be investor’s risk analysis is usually limited to the potential loss of principal and related opportunity costs of the investment. But substantial investments in startups or...more

Ary Rosenbaum - The Rosenbaum Law Firm P.C.

Senator wants crypto option, good luck

Ary Rosenbaum - The Rosenbaum Law Firm P.C. on

As Bitcoin starts inching back up, I’m in the black again and expect more clamor for crypto options in 401(k) plans. Senator Tommy Tuberville, R-Alabama, reintroduced legislation to create a law, the Financial Freedom Act...more

Cadwalader, Wickersham & Taft LLP

President Biden Expected to Issue First Veto to Preserve DOL ESG Investment Rule

Cadwalader, Wickersham & Taft LLP on

President Biden will likely issue the first veto of his presidency after Congress passed a measure that would repeal a Department of Labor rule that allows retirement plan fiduciaries to consider ESG-related factors in...more

Ary Rosenbaum - The Rosenbaum Law Firm P.C.

Even when offered, ESG funds aren’t that popular

Ary Rosenbaum - The Rosenbaum Law Firm P.C. on

Research shows that 401(k) plan participants who direct their investment, rarely allocate to environmental, social, and governance (ESG) investments....more

Morgan Lewis - ML Benefits

More to Come from Department of Labor on ESG Factors? Executive Order, DOL Document Requests Suggest Yes

Morgan Lewis - ML Benefits on

A hot topic in the world of money management, including the management of assets in retirement plans, is the consideration of environmental, social, and governance (ESG) factors when evaluating investments....more

Herbert Smith Freehills Kramer

Almost 40% of U.S. advisors utilize alternative investments: Cerulli report

Herbert Smith Freehills Kramer on

A Cerulli report (for purchase) shows interest in alternative investments is growing, with mean allocations climbing to 7.2%, up from 5.7%. Nearly 40% of all advisers used alternative funds, excluding liquid alternatives. ...more

Herbert Smith Freehills Kramer

Investors want more from alternative investments: AIMA and PwC survey

Herbert Smith Freehills Kramer on

A survey from AIMA and PwC shows investors expect more from alternative fund providers globally. Overall outcome as opposed to raw performance is the key indicator for most investors, who are also looking for better,...more

Vedder Price

Investment Services Regulatory Update - February 2018

Vedder Price on

New Rules, Proposed Rules, Guidance and Alerts – SEC STAFF GUIDANCE AND ALERTS - SEC Staff Issues Guidance on Cryptocurrency-related Holdings - On January 18, 2018, the staff of the SEC’s Division of Investment...more

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