What is MiFID II and who does it impact?
November 02, 2017
The Markets in Financial Instruments Directive II (MiFID II) will take effect in January 2018. It is a wide ranging piece of legislation potentially impacting the trading, reporting, client servicing and technology of EU-based asset managers, principally aiming to ensure transparency and oversight within the investment industry. Asset managers will require a choice that relates to the unbundling of research costs in passing those costs along to investors or paying research costs that were historically bundled with trading costs. This piece explores the impact on EU-based investment managers as well as investment managers with EU-based clients domiciled elsewhere.
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Weekly Update - 6 November 2017 (UK/Europe)
November 06, 2017
The weekly update includes a listing of the new pieces of intellectual capital released the prior week, upcoming events, commentary on market experience over the prior week, and a discussion of economic releases during the upcoming week.
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Weekly Update - 6 November 2017
November 06, 2017
The weekly update includes a listing of the new pieces of intellectual capital released the prior week, upcoming events, commentary on market experience over the prior week, and a discussion of economic releases during the upcoming week.
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Weekly Update - 13 November 2017 (UK/Europe)
November 13, 2017
The weekly update includes a listing of the new pieces of intellectual capital released the prior week, upcoming events, commentary on market experience over the prior week, and a discussion of economic releases during the upcoming week.
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Weekly Update - 13 November 2017
November 13, 2017
The weekly update includes a listing of the new pieces of intellectual capital released the prior week, upcoming events, commentary on market experience over the prior week, and a discussion of economic releases during the upcoming week.
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Weekly Update - 20 November 2017 (UK/Europe)
November 20, 2017
The weekly update includes a listing of the new pieces of intellectual capital released the prior week, upcoming events, commentary on market experience over the prior week, and a discussion of economic releases during the upcoming week.
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Weekly Update - 20 November 2017
November 20, 2017
The weekly update includes a listing of the new pieces of intellectual capital released the prior week, upcoming events, commentary on market experience over the prior week, and a discussion of economic releases during the upcoming week.
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Tax Reform: Potential Impact on Colleges and Universities: What should endowment fiduciaries do?
November 22, 2017
For private universities and colleges, the specter of taxation has finally arrived front and center with the unveiled tax proposal in Congress, approved by The House and Ways Committee on November 9. This blog entry discussing the implications proposed changes would have on private universities and colleges.
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Weekly Update - 24 November 2017
November 27, 2017
The weekly update includes a listing of the new pieces of intellectual capital released the prior week, upcoming events, commentary on market experience over the prior week, and a discussion of economic releases during the upcoming week.
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Weekly Update - 28 November 2017 (UK/Europe)
November 28, 2017
The weekly update includes a listing of the new pieces of intellectual capital released the prior week, upcoming events, commentary on market experience over the prior week, and a discussion of economic releases during the upcoming week.
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