Filing
4th Quarter - Report
Lobbying activity
1
Issues related to the Trump tariff initiative with an eye toward the emergence of a new monetary accord designed to bring more direct investment into the US. Government mandated ESG (Environment, Social, Governance) policies as they pertain to investment decisions. (1) Issues related to proxy voting options for share owners to vote at stockholder meetings. (2) Issues related to investment advisors considering only monetary factors when making investment decisions. Issues related to the 8/7/25 White House Executive Order 14330 on alternative assets for 401k investors. Issues related to the March 2025 ICI report "Reimagining the 1940 Act."