Research

Grappling with European sustainable finance rules was one of the central themes of this year's Impact Investor Global Summit and uncertainty was order of the day.

May's top stories.

Compliance teams ‘front and center’ on ESG.

With the SEC’s proposed rules requiring funds to back up their ESG claims, firms are turning to compliance and training to avoid enforcement crosshairs.

Managing change as you wrangle with new marketing rule; take our annual Fees & Expenses Survey.

The fast-approaching implementation of the SEC’s new marketing rule has compliance teams asking a lot of questions about how to stay in bounds, while managing cultural changes within their firms.

Close-call cybersecurity nightmares (and tips for better sleep); Thoughts on MNPI from the Private Fund Compliance Forum.

LPs are going to blame you for cybersecurity breaches and close calls, even if they caused them.

Managers are engaging more on DE&I; Apex to provide fund services to Greater Share.

Greater Share, which was launched earlier this year, is a novel philathropy-meets-private equity initiative.