Year-end 2025 numbers update: Interval and tender-offer funds reach $239 billion as structural test begins
Read our analysis for interval and tender-offer funds from year-end 2025 and gain insights from our market report.
Evaluating a potential mutual fund to ETF conversion
Converting from mutual funds to ETFs can appeal to the evolving preferences of investors. However, it demands careful thought and preparation.
Trade strategy review: Adjusting to meet 2026 market instability
Read how institutional investors and asset managers may need to update their 2026 plans to match the shifts on the global stage and in domestic markets.
Enhancing current expected credit losses (CECL) modeling and validation
Here, we cover best practices for financial institutions to prepare for CECL model validation and share insights we have gained.
Six ways municipal bond issuers and borrowers can keep bond-financing obligations painless
We’ve compiled words of wisdom to help bond issuers ensure smooth sailing after an offering is complete and funds are with your trustee.
Using tax blockers with interval and tender-offer funds
Read how in the context of interval and tender-offer funds, tax blockers are tax-paying corporate entities used to transform "bad" into "good" income.
Property tax reform provisions in Missouri Senate Bill 3
Do property tax reform provisions create uncertainty? Here’s an overview and considerations for municipalities during this uncertain time.
Fintechs should ask what, exactly, ‘Regulatory Playbook’ means
A regulatory playbook can mean different things. Find out what clarifying questions fintechs should ask potential BaaS providers as they conduct their due diligence.
The OBBBA earnings test for higher education: Questions university finance leaders are grappling with
The One Big Beautiful Bill Act (OBBBA) is affecting universities through the program-level earnings test. Learn about the impacts to higher education.
Anatomy of a municipal bond issuance
A municipal bond allows local governments to raise funds for public projects. Learn more about what they are and how they strengthen communities.
