JOHN DUNCAN AND ASSOCIATES, LLC
Lobbying for THE LIVINGSTON GROUP (ON BEHALF OF THE INVESTMENT COMPANY INSTITUTE) · Mutual fund industry trade association
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." Issues related to broadening the access of regulated funds to private market assets through co investment where regulated funds invest alongside affiliated private funds in regulated transactions.