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Investment Management › Asset Diversification

Gerald Nowotny - Law Office of Gerald R....

Dark Side of the Moon

Gerald Nowotny - Law Office of Gerald R.... on

Gerry discusses the peculiarities of the alternate investment diversification testing method for variable universal life insurance....more

Burr & Forman

The Brave New World of Fiduciary Responsibility for Benefit Plans

Burr & Forman on

Most blog entries focus on new developments or recent legislation. This one’s a bit different. Its subject matter, fiduciary responsibility, is as old as ERISA itself. In today’s environment of increased litigation risks for...more

Akin Gump Strauss Hauer & Feld LLP

Amendments to the Code on Unit Trusts and Mutual Funds

Akin Gump Strauss Hauer & Feld LLP on

• The revised UT Code came into effect on 1 January 2019, with a 12-month transition period for compliance by funds currently registered with the SFC. • Revised regulatory standards will impact all SFC-authorised funds and...more

Proskauer - Not for Profit/Exempt...

IRS Encourages Private Foundations to Consider Charitable Purposes in Investing Its Assets

Proskauer - Not for Profit/Exempt... on

As we previously reported, the IRS has updated its guidance with helpful examples concerning program-related investments for private foundations. In its recently issued Notice 2015-62, the IRS provides further assurance that...more

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