Standards, Ethics & Regulations (SER)
Tariffs are real, recurring costs and should remain in reported results. It’s up to investors, not companies, to decide whether to adjust for them.
In our interconnected world, geopolitical events — ranging from trade disputes and regulatory shifts to conflicts and pandemics — capture headlines and influence market sentiments. As investment professionals, it’s crucial for us to understand these dynamics without… READ MORE ›
In this post, we provide an overview of the Hong Kong Exchanges and Clearing Limited's corporate governance enhancements, explore their potential implications, and share our perspectives on the reform.
As market conditions, workforce demographics, and regulatory landscapes evolve, continuous assessment and strategic decision-making will be key for DC plan success.
Discover the trends and ideas shaping the future of finance with the Research and Policy Center's Top 10 List.
Discover the most-read financial insights of 2024, covering a range of topics including private markets, investment risks, and generational wealth. These popular articles showcase key trends and expert perspectives that captivated readers this year.
Net-zero investing will continue growing as emissions-reduction plans and programs take hold, climate change solution opportunities increase, and the industry develops better tools and skills to measure and manage climate change risk.
If there was a Wild West in Private Equity (PE), it would be the Lower Middle Market (LMM) — the ecosystem of companies with revenues between $5 million and $50 million. The LMM offers lucrative opportunities but… READ MORE ›
Big tech is spending big on AI technologies. Training and operating them has raised concerns about environmental impact. What disclosures should sustainable investors demand?
Learn how market volatility can distort carbon metric comparisons over time, complicate medium-term target setting, and create additional reporting challenges.