Fairview LLC的动态

On January 8, the SEC’s Division of Investment Management issued new FAQs on the Investment Company Names Rule, which was amended in 2023. These amendments aim to increase shareholder protection by increasing the scope of funds required to adopt a policy to invest at least 80% of its assets based on the investment approach suggested by the fund name, as well as notice and recordkeeping requirements related to these policies. Click the link below to read the full post. https://hubs.la/Q034ntjx0

In our upcoming webinar in association with Legal & General Investment Management (LGIM), we’ll be exploring why alternatives are essential in today’s investment landscape and will be breaking down what’s included in the alternatives space, as well as delving into how you can enhance your clients’ portfolios. Our expert panel will also tackle the debate between passive and active management in the realm of the alternative. #MultiAsset Even if you can’t make it live, register now below and we’ll send you the recording after the event! https://lnkd.in/e3p7_sVf

It's Friday the 13th, so now is a great time to debunk some outsourced investment management "superstitions." RIAs are making the switch to this investment vehicle, but many advisors still have lingering apprehension about Outsourced Investment Management. Let's demystify this strategy: https://hubs.ly/Q02Ps2PB0 #Investing #OutsourcedInvestment #FinancialPlanning #WealthManagement #AdvisorsView less

Discover why private assets can be a great fit for private investors' portfolios in Schroders latest insight article. Here we share five reasons why private markets appeal to private investors: https://okt.to/ybcVEf #PrivateMarkets #PrivateAssets

The CSA have published a set of proposed amendments to update the continuous disclosure regime for investment funds. These proposals are intended to offer investors more relevant and useful information while reducing the regulatory burden on investment fund managers. Find out more about the proposed amendments in this #legalupdate by Jarrod Isfeld, Matt Prucha and Desron Harry: https://lnkd.in/gpWvJKfW #investmentfunds #corporatefinance

Explore Deloitte’s regulatory index and next stage of the investment management #RegulatoryCompliance readiness framework:

Explore Deloitte’s regulatory index and next stage of the investment management #RegulatoryCompliance readiness framework:

Alternative avenues: the role of alternatives in a multi-asset portfolio with Legal & General Investment Management (LGIM)'s Aimee Bowkett and James Giblin Watch the webinar video here: https://lnkd.in/gz3a3NA7

Join us on September 10 at 2 PM ET for an insightful Investment Governance Initiative Call! Mary Cahill from Acansa Investment Management Group will lead a deep dive into the crucial elements of Investment Policy Statements (IPS). This is a must-attend for institutional investors looking to integrate mission and impact goals, monitor compliance, and ensure effective execution. Learn how to craft an IPS that aligns with your institution's mission and objectives. Don’t miss out on this opportunity to enhance your governance practices! Register:https://lnkd.in/dHSAa9M3 Brian Fairhurst, CIMA? #InstitutionalInvesting #InvestmentPolicy #SustainableInvesting #ImpactInvesting

The House of Representatives is debating a draft law concerning collective investments. The draft law aims to supplement the current level of collective investment funds by creating a new layer of services for managing collective investments through the operation of Collective Investment Organizations (Fund managers). The objective is to solidify #Cyprus's position on the global collective investment map, strengthen sector specialization, and improve services for investors and capital managers alike.? https://lnkd.in/dmJCtWf3 #FundManagers #CorporateLawyer #CollectiveInvestment #InvestmentFund