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4 Dec 2022, 10:28 am by Kevin LaCroix
  The CFO’s statement follows several months after Florida Governor Ron DeSantis, along with his fellow trustees on Florida’s State Board of Administration, passed a resolution directing the state’s fund managers to invest state funds “in a manner that prioritizes the highest return on investment for Florida’s taxpayers and retirees without considering the ideological agenda of the environmental, social, and corporate governance (ESG)… [read post]
2 Dec 2022, 7:42 pm by Gene Takagi
Washington Update 2022–2023 Priority Guidance Plan (released 11/4/22) – see, among other things, 4 donor advised fund priorities: Regulations under §4966 regarding donor advised funds, including excise taxes on sponsoring organizations and fund management. [read post]
7 Nov 2022, 8:31 am by kblocher@hslf.org
Brad Pyle is political director of the Humane Society Legislative Fund. [read post]
28 Oct 2022, 6:32 am
Levinson in the context of a securities fraud case.[10] It is important to note the context of TSC Industries v. [read post]
27 Oct 2022, 9:05 pm by Bryn Hines
In an article in the Yale Journal on Regulation, Robin Craig, professor and trustee chair at the University of Southern California Gould School of Law, argued that regulators of marine aquaculture should give greater consideration to how the industry can support U.S. climate goals. [read post]
The tax failed the second part of the test because, as noted by the Appeals Court, the Fund is mainly used to provide reimbursement for oil spill cleanup costs above a statutory cap, to cover costs incurred by federal, state, and Indian tribe trustees for natural resource damage assessment and restoration, and to support research and development on oil pollution. [read post]
4 Oct 2022, 2:57 pm by Cynthia Marcotte Stamer
Stamer helps health industry and other organizations and their management manage. [read post]
29 Aug 2022, 1:26 pm by Bill Stalter
The fees paid to the trustee, fund managers, account administrators and tax preparers. [read post]
In general, when conducting a volunteer customer donation program, a company should retain no portion of the funds raised, receive no payment from the charity to conduct the program, ensure all customer contributions are “timely” or “promptly” transferred to the charity, and otherwise act consistently with rules and industry standards applicable to charitable trustees and third-party fundraisers. [read post]
21 Jul 2022, 10:39 am by Peter D. Hardy and James Mangiaracina
  According to the amendment, it addresses these problems by providing “the authorities needed to require that professional services providers who serve as key gatekeepers to the U.S. financial system adopt anti-money laundering procedures that can help detect and prevent the laundering of corrupt funds. [read post]
12 Jul 2022, 1:16 pm
  Hong Kong must operate within one country (of which it forms a part) and between two systems of outside normative expectations (within which it seeks to operate  in economic, social and cultural spaces). [read post]
26 Jun 2022, 6:26 am
The SEC believes that the Names Rule, which has not been amended since its adoption over 20 years ago, has not kept pace with industry developments and product evolution. [read post]
26 Jun 2022, 6:26 am
The SEC believes that the Names Rule, which has not been amended since its adoption over 20 years ago, has not kept pace with industry developments and product evolution. [read post]
20 Jun 2022, 3:00 am by michael
It’s no secret that COVID-19 has ravaged several industries. [read post]
14 Jun 2022, 6:36 am
Beyond climate, Morningstar’s “globe” ratings of funds are based on the Sustainalytics ESG ratings of the stocks they hold and are thus boosted by divesting from brown stocks. [read post]
14 Jun 2022, 6:36 am
Beyond climate, Morningstar’s “globe” ratings of funds are based on the Sustainalytics ESG ratings of the stocks they hold and are thus boosted by divesting from brown stocks. [read post]
6 Jun 2022, 6:32 am
According to Barron’s, $400 billion was invested in U.S. mutual funds and assets that have an ESG orientation in 2021. [1] However, it remains a challenge for issuers, asset managers, regulators and other industry participants to determine whether a particular business, industry, or product promotes or is harmful to ESG considerations. [read post]
6 Jun 2022, 6:32 am
According to Barron’s, $400 billion was invested in U.S. mutual funds and assets that have an ESG orientation in 2021. [1] However, it remains a challenge for issuers, asset managers, regulators and other industry participants to determine whether a particular business, industry, or product promotes or is harmful to ESG considerations. [read post]