Insights

This Blog is Part of The “Raising the Bar” Series From Due Diligence Works, Inc.

The largest asset class that experienced the largest outflows was the Mixed Asset category, and the largest inflows were Bonds. DDW excludes money market asset class because money market funds are specific to mutual funds, not ETFs.

How real estate managers value their underlying properties has come up in the news recently. The $59 billion Blackstone Real Estate Income Trust — more commonly known as BREIT — valuation process has fallen into question. In a New York Times Article, “The Big Questions Hanging Over a Blackstone...

We first saw these types of products mostly restricted to the fixed income asset class, but we are now seeing providers launch equity strategies.

relationship is formed. In tandem, the DOL also released their final amendments to prohibited transaction exemptions (PTEs) available to investment advice fiduciaries. The effective date of this new rule is September 23, 2024, with a one-year transition period. However, two PTE 202-02 conditions...