4 min read

13F Disclosures – A More Nuanced View

Oct 9, 2020 10:58:47 AM

Nearly three months ago, the Securities and Exchange Commission’s (“SEC”) announced the Proposed Rule on Reporting Threshold for Institutional Investment Managers, which proposes an amendment to raise the threshold for reporting...

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2 min read

Allocators Face New Obstacles in Pandemic While Redeeming from Funds

Apr 8, 2020 2:34:48 PM

In the current pandemic environment, while some of the funds that asset allocators are invested with are finding ways to profit, many funds are performing poorly. Some will close as a result. Across the board, we see allocators...

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