ISS | Institutional Shareholder Services’ Post

Empowering High Net Worth #wealthmanagers #privatebank investors to exercise their voting rights with this new #ISS voting platform. Get in touch for more details! #governance #custodians #voting

We are delighted to have been shortlisted in the Global Custodian - Industry Leaders 2023 in the category of Editors’ Choice – Fund Services Technology Provider of the Year. Broadridge Fund Communication Solutions’ objective is to simplify the challenges of the investment industry by delivering client-centric services and products that address the ever-changing requirements of financial regulation. Find out more about how FCS can support your regulatory requirements. #RegulatoryReporting #AssetManagementInsights

News in the World of Private Investments! The Securities and Exchange Commission (SEC) has just rolled out a set of game-changing rules aimed at boosting transparency, competition, and operational efficiency in the private funds market. These new regulations will have a profound impact on how institutional investors manage their portfolios. One key aspect of these regulations is the requirement for private fund advisers to provide investors with quarterly statements, offering detailed insights into fund fees, expenses, and performance. This move underscores the growing importance of transparency and fairness in our evolving investment landscape. In response to these changes, it's crucial for Limited Partners to adapt and enhance their strategies to remain competitive and secure alpha. The ability to harness advanced technological solutions is emerging as a vital component in this new era of heightened visibility. Lionpoint Group, we're committed to helping investors navigate this evolving landscape with confidence. Our suite of portfolio monitoring capabilities is designed to empower you with the data, tools, and operational excellence needed to make more informed investment decisions. Curious to learn more about how these regulatory shifts can impact your portfolio management and how Lionpoint can assist? Dive into the full article written by Maxwell Crooks here: https://lnkd.in/eYBCw3bG Feel free to reach out if you have any questions or want to explore our solutions further. Let's navigate this exciting era of private investments together!    #PrivateInvestments #SECRegulations #PortfolioMonitoring #Transparency #LionpointGroup

We are delighted to have been shortlisted in the Global Custodian - Industry Leaders 2023 in the category of Editors’ Choice – Fund Services Technology Provider of the Year. Broadridge Fund Communication Solutions’ objective is to simplify the challenges of the investment industry by delivering client-centric services and products that address the ever-changing requirements of financial regulation. Find out more about how FCS can support your regulatory requirements. #RegulatoryReporting #AssetManagementInsights

A significant and positive step forward for the digital asset industry recently occurred when the U.S. House passed H.R. 4763, the "Financial Innovation and Technology for the 21st Century Act" (FIT21), setting federal guidelines for digital asset markets. Learn more via BDO #DigitalAssets

Despite ETPs simplifying access to digital assets for many investors, regulatory barriers remain a challenge for certain investor groups. Learn what's holding back some investors from investing in digital assets in our comprehensive April 2024 Fund Manager Survey. Read the full report for in-depth insights: https://lnkd.in/e6tyrfRh

📅 Trying to navigate the New Private Fund Adviser Rules? Join our webcast on November 2, for a roadmap and empowering solutions! Discover how to prepare for the future with our end-to-end offerings, ensuring compliance and efficiency. Learn about our unique solutions, from readiness assessment to technology-enabled support. Don't miss out on safeguarding your business! Register here: https://hubs.ly/Q026XGnV0 #AdviserEmpowerment #ComplianceSolutions #WebcastInsights

You've learned about new #AlternativeInvestments options - so now the question is how do you identify options that fit your client's needs? Join us on Wednesday, August 30, at 2:00 pm EDT as Luke Schmidt, Senior Financial Analyst for Blue Vault, demonstrates how you can use the Blue Vault Alts Database to help you identify alternative investment offerings that fit your specific needs and criteria. Register now! #WealthManagement #RIA #FinancialAdvisors

Many structured products offer a degree of capital protection at maturity. This means that even if the underlying asset underperforms, investors might still recover all or a substantial part of their initial investment. The level of protection can vary, ranging from complete (100%) to a partial percentage of the principal amount. To learn more about capital protection in structured products, consult your financial advisor. #deVereInvestment #CapitalProtection #StructuredProducts

Kent Fitzpatrick, AIFA, GFS, Managing Director of Asset Strategy, and Brian Sanborn, Client Portfolio Manager at NexPoint offer an in-depth exploration of cost segregation analysis, a game-changing strategy that empowers investors to optimize returns, minimize tax liabilities, and harness the full financial potential of their property investments. They will review seamlessly integrating cost segregation into your 1031 exchanges to defer capital gains taxes while preserving and growing your investment capital. There will be time for questions. Register now! #WealthManagement #RIA #FinancialAdvisors #AlternativeInvestments