Blogs

Posts tagged with Aggregation
Why (proper) shareholding disclosure doesn't end at delegation

Why (proper) shareholding disclosure doesn't end at delegation

Delegation is common practice in investment management, especially for endowments and pensions. Unfortunately, it is not as simple as it seems.

Applying Expertise Beyond Regulatory Guidance

Applying Expertise Beyond Regulatory Guidance

We explore how FundApps have established a regulatory framework for how an investment should or should not be included in a Shareholding Disclosure check.