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1 May 2023, 9:05 pm by renholding
State Street was not alone in its efforts; indeed, major public pension funds had spearheaded the initial effort to increase board diversity. [read post]
17 Apr 2023, 12:40 pm by The White Law Group
Investment Management Company reportedly advised clients to purchase or hold mutual fund share classes that charged higher fees, called 12b-1 fees, when lower-cost share classes of those same funds were available and without the 12b-1 fees. [read post]
19 Mar 2023, 9:05 pm by renholding
Storage account funds are held in “storage CDs” bearing interest as deemed appropriate, with specific term (at least T+7); storage CD depositors have immediate redemption rights but with a discount for early redemption. [read post]
16 Mar 2023, 9:05 pm by renholding
”[7] OEFs are assessed as accounting for three-quarters of this narrow measure. [read post]
16 Mar 2023, 5:16 am by Teresa Chen, Alana Nance, Han-ah Sumner
Most notably, on Feb. 7, the government-funded National Chung-Shan Institute of Science and Technology (NCSIST) reported that it had successfully test-fired a missile believed to be capable of striking mainland China. [read post]
13 Mar 2023, 9:33 am by Kyle Persaud
You may have a bank account, stocks, bonds, mutual funds, an IRA, or an insurance policy. [read post]
8 Mar 2023, 4:00 am by Deanne Sowter
Pelech had depleted that fund and was living on welfare, whereas her ex-husband had become a millionaire. [read post]
2 Mar 2023, 9:01 pm by renholding
They advise hedge funds, mutual funds, money market funds, and other institutional investors. [read post]
26 Feb 2023, 9:05 pm by renholding
Those funds’ holdings are mostly stakes in Gautam Adani’s companies, a concentration of investment that is totally at odds with the notion of diversification espoused by most mutual funds and private equity funds. [read post]
23 Feb 2023, 12:38 pm by Tyler McBrien
  Mutually beneficial alliances and partnerships are an enduring strength of the United States, and are critical to achieving our objectives. [read post]
7 Feb 2023, 9:01 pm by renholding
Though fees among other funds—such as mutual funds and exchange-traded funds (ETFs)—have had significant reductions in recent years, private fund fees have not come down in a comparable way. [read post]
5 Feb 2023, 5:12 pm by Francis Pileggi
”  Slip op. at 15.[7]             The allegations and inferences supporting the dissolution in the Petition led to the court’s observation that:  “The LLC cannot take any meaningful action without the two sides reaching unanimous decisions and . . . [read post]
1 Feb 2023, 9:01 pm by renholding
”[24] As private companies have gained increasingly large market power and as the pool of accredited investors has expanded – including venture capital, private equity funds, mutual funds, pension funds, and individuals that meet the requisite wealth thresholds – the de facto presumption that accredited investors need no disclosure isn’t panning out. [read post]
28 Jan 2023, 7:32 am
Firms and funds with acute interest in ESG are adamant that issues such as climate change and human capital management are financially material, albeit non-traditional, issues. [read post]