News and Media

In a move that promises to reshape the landscape of the financial industry, the U.S. Securities and Exchange Commission (SEC) has finalized a significant rule change regarding the naming conventions of investment funds. This ruling has far-reaching implications for funds and shareholders, particularly in terms of shareholder communications and the monitoring of the 80 percent investment requirements.

Defiant against an era of ubiquitous electronic communications, the police force of Odisha, India maintains the world’s last carrier pigeon service with an entourage of 153 birds.

Annual meeting planning is well underway for many public companies at this time of year. Providing a customized shareholder experience is paramount to driving engagement and therefore, a successful proxy outcome.

Ethical investing has soared in popularity as awareness of environmental, social and governance (ESG) factors has grown among both retail and institutional investors. This has led to a proliferation of ESG-aligned investments products, presenting a challenge for those interested in assessing and understanding investment firms’ and advisors’ claims.