Impact Investment Strategies Solutions
Confusion in the Marketplace: On April 9th, the Securities and Exchange Commission’s Division of Examinations (DE) issued an advisory Risk Alert for the purpose of highlighting observations from recent exams of investment advisers, registered investment companies, and private funds offering Read More
The sustainable liquidity management investment options for both institutional and retail investors continue to expand. At least ten firms, identified by Sustainable Research and Analysis LLC, now offer sustainable money market funds with a choice of investing options that include Read More
While definitions and commonly accepted industry standards for categorizing investment products and providing related disclosures to investors are still evolving, a review of SPAC prospectus disclosures, illustrated for a selection of offerings set out in Table 1, combined with proposed Read More
The CFAP Sustainable Investing Thought Leadership Group provides a forum to advance the dialogue regarding the role of sustainable investing in today’s capital markets and beyond. On March 31st, our group hosting an event that featured Kern McPherson, Vice President for Read More
Last month, Goldman Sachs Group, Inc. made the news with the launch of a digital investment management platform called The Marcus Invest Account. With this launch, Goldman became the latest firm to offer a robo-advisor investing platform for individuals with Read More