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Based on member feedback, we are in the process of redesigning our Resource Library, as well as working on an improved search feature. In the meantime, if you need assistance finding a resource or would like to discuss an issue with a member of the legal team, please contact us at IAALegalTeam@investmentadviser.org.

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Diversity and Investment Performance: A Summary of the Research, Second Edition

There’s strong evidence that women investors and firms owned by women perform at least as well as men. The growing body of evidence on investments managed by minorities and minority-owned firms supports a similar conclusion. We summarize the findings of 56 studies in this research review in the second edition of this report.

November 28, 2022

Keywords: Diversity & Inclusion, Human Resources, Research

Categories & Topics: Business Ops/HR, Diversity & Inclusion

IAA Letter to SEC on Private Fund Advisers Proposal

The IAA opposes the proposed private fund adviser prohibited activities and the preferential treatment rules. We offer reasonable alternatives to increase transparency and address investor protection concerns that do not depart from the principles-based approach to the Advisers Act. We also oppose retroactive application of the rules

April 25, 2022

Keywords: Fees and Expenses, Hedge Clauses, Private Equity, Private Funds

Categories & Topics: Account Operations, Advisory Contracts, Business Ops/HR, Private Funds

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