UK: FCA on Review of Closet Trackers
goo.gl/NoLnXv www.fca.org.uk/firms/authorised-and-recognised-funds/closet-trackers 0
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Home » Posts taggedFund Management (Page 23)
Risk Management: IOSCO’s new on Liquidity Management for Funds
blogs.deloitte.co.uk/financialservices/2018/02/liquidity-risk-management-for-investment-funds-ioscos-new-recommendations.html See also: www2.deloitte.com/lu/en/pages/ucits/solutions/ucits-iv-liquidity-risk-measurement.html www2.deloitte.com/ie/en/pages/financial-services/articles/fsb-asset-management-recommendation.html www.wolterskluwer.com/en-au/expert-insights/lessons-from-the-pandemic-how-to-prepare-for-a-crisis-that-threatens-liquidity 0
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Education: Fund domiciles – a quick start guide for first time managers
goo.gl/SSiHeT 0
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US: SEC’s concerns on Funds investing in Cryptocurrencies
www.paulhastings.com/publications-items/details/?id=b6ebed69-2334-6428-811c-ff00004cbded goo.gl/o2Do3h www.sec.gov/divisions/investment/noaction/2018/cryptocurrency-011818.htm 0
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UK: Breach of mandate and failure to operate stop loss protection of discretionary manager
www.dentons.com/en/insights/alerts/2017/december/18/performance-benchmarks-stop-loss-protection-and-breach-of-mandate Claim for breach of mandate and failure to operate stop loss protection upheld: www.dentons.com/en/insights/newsletters/2018/january/16/financial-markets-disputes-and-regulatory-update/financial-markets-disputes-and-regulatory-update/judgments 0
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Germany: New investment opportunities for Foreign Tax-Exempt Investors
www.dlapiper.com/en/us/insights/publications/2017/11/real-estate-gazette-issue-29/foreign-tax-exempt-investments-in-germany/ 0
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Brazil: Changes to taxation of investment funds
home.kpmg.com/br/en/home/insights/2017/11/tax-news-provisional-measure-806-2017.html home.kpmg.com/xx/en/home/insights/2017/11/tnf-brazil-changes-to-taxation-of-brazilian-investment-funds.html tozzinifreire.com.br/en/boletins/provisional-measure-modifies-the-taxation-on-investment-funds-in-brazil www.levysalomao.com.br/publications/LegalBulletin/taxation-of-investment-funds-analysis-of-new-regime www.ey.com/gl/en/services/tax/international-tax/alert–brazil-amends-tax-rules-of-certain-investment-funds 0
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Risk Management: Managing potential conflicts of interest in investment funds
www.lavery.ca/en/publications/our-publications/3038-managing-potential-conflicts-of-interest-in-investment-funds.html Click to access EY-conflicts-of-interest.pdf www.mwe.com/insights/the-conflicts-of-interest-puzzle-key-guidelines-for-general-counsel/#page=1 0
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UK: REITs – using Jersey Companies and The International Stock Exchange (TISE)
www.ogier.com/publications/uk-real-estate-investment-trusts-reits-using-jersey-companies-and-tise www.tisegroup.com/listing/products/reits/ www.careyolsen.com/briefings/jersey-reit-choice-uk-property-investment www.careyolsen.com/briefings/jersey-listed-funds www.ogier.com/news-and-insights/insights/listing-reits-certainty-in-an-uncertain-time/ www.walkersglobal.com/index.php/publications/99-advisory/3789-why-jersey-and-guernsey-companies-are-a-great-choice-for-uk-reits See also: www.careyolsen.com/briefings/real-estate-finance-guernsey-property-unit-trusts Legal Lingo – Real estate taxation: a REIT good idea, Katherine Fielding (ropesgray.com) www.mourant.com/news-and-views/guides/overview-of-structuring-uk-real-estate-for-german-fund-investors.aspx REIT reform in the UK – further modernisation | Bryan Cave Leighton Paisner (bclplaw.com)
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US: SEC recent action shows focus on fee and expense practices of fund managers
bit.ly/2xXvOi4 See also: wp.me/p8i20u-Yh wp.me/p8i20u-Yh 0
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