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.
Dual-share ETFs: Top questions from asset managers
The SEC recently signaled its intent to bring regulatory shifts in the exchange-traded funds (ETFs) space. Here, we share our top recommendations to prepare for dual-share ETFs.
Interval and tender-offer fund distribution strategies
When it comes to registered products, a solid investment strategy paired with intentional distribution strategies is essential.
Public, nontraded business development companies (BDCs) vs. tender-offer funds
Recently, we have seen increasing interest in public, nontraded BDCs among our clients who offer interval funds or tender-offer funds.
Defining the role of a bond trustee or paying agent
Bond trustee services are critical to corporate and municipal marketplaces. Here we explain the role of a trustee through the stages of a bond issuance.
Recapping the 2025 markets
As the year comes to a close, we recap the 2025 market fluctuations and look ahead to the Fed's reinvestment strategy for the coming year.
