All lobbying filings

JOHN DUNCAN AND ASSOCIATES, LLC

Lobbying for THE LIVINGSTON GROUP (ON BEHALF OF THE INVESTMENT COMPANY INSTITUTE) · Mutual fund industry trade association

Filing 4th Quarter - Report

Reporting period

4th Quarter 2025

Oct 1 - Dec 31 · Posted Jan 8, 2026

Income

$10,000.00

What the client paid this registrant for the period.

Client based in

District of Columbia

Official filing document

Lobbying activity 1

Financial Institutions/Investments/Securities

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."

Source: federal Lobbying Disclosure Act filing, reproduced as filed. Bills are parsed from the activity descriptions.