On 3 April 2020, ESMA published its final report on guidelines regarding performance fees in UCITS and certain types of AIFs, including the guidelines, as appendix IV (the Report). On 5 November 2020 ...

For fund managers, general partners, and sponsors operating private investment vehicles, understanding the regulatory framework ...

After completing an examination of 130 registered investment advisors, the SEC issued a warning in mid-November that advisors may be violating their fiduciary duties and securities laws because of ...

Fees are how advisors make their money from clients, and while there are several ways advisors can structure fees, there’s one structure in particular that seems to be trending. A recent Advyzon study ...

Research Review is compiled by PortfolioConstruction Forum in association with Money Management, to help practitioners assess the robustness and disclosure of each fund research house compared with ...