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SS&C Publishes White Paper on Interval Funds
The paper highlights the various structures that managers use to package liquid alternatives into retail …
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House Committee Releases Report on Index Providers and Asset Mangers Investment in Chinese Companies
The report found that in 2023, certain financial institutions provided $6.5 billion to 63 Chinese companies …
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Event of Interest: Ropes & Gray to Host Webinar on Use of AI in Investment Decisions
Ropes & Gray plans to host a webinar titled “Use of AI In Investment Decisions.” The program will examine …
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DOL Releases Final Investment Advice Fiduciary Rule
The Department of Labor released a new set of rules for fiduciary investment advice titled, the “Retirement …
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SEC Releases Registered Fund Statistics Report
The Securities and Exchange Commission (SEC) released a new report titled “Registered Fund …
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House Financial Services Committee Holds Hearing on SEC’s Climate Disclosure Rule, Agency Overreach
During the hearing, which heard testimony from several witnesses including former acting SEC Chair Elad …
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Dimon’s Annual Letter Highlights Challenges for Asset Management
In his annual letter to JP Morgan Chase & Co. shareholders, Chairman & CEO Jamie Dimon warned of several …