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.
Comparing ’34 Act funds to private funds and registered funds
Asset managers are considering ’34 Act funds to bridge a gap between traditional private funds and ’40 Act registered funds. Here, we explore how ’34 Act funds fit in.
The late 2020s: Employment, inflation, and GDP send conflicting signals
As we prepare for the latter half of the 2020s, we’re keeping a close eye on conflicting signals from employment, inflation and gross domestic product (GDP).
Evaluating balance sheet and interest rate risk trends with peer group analysis
Here's how to review your balance sheet and interest rate risk trends to see how your balance sheet measures up against your peers.
What private fund managers should know about presenting to a ‘40 Act fund’s board
For private fund managers new to the '40 Act space, the role of a fund's board is often underestimated. Read our tips for the initial presentation to the board.
Trustee perspective on collateralized fund obligations (CFOs)
Strong demand for private equity and credit investments has increased the popularity of collateralized fund obligations (CFOs). Here are insights from our work on CFOs.
