SLCG Economic Consulting's Logo

Resources

Blog

Our experts frequently write blog posts about the findings of the research we are conducting.

Filter by:

Clear All

Displaying 21-23 out of 23 results for "Puerto Ricof=Informational Post".

UBS Puerto Rican Funds Did Not Belong in Puerto Rican Investors' Portfolios

(Feb 2015)

Over the past year, we've posted a dozen commentaries about the UBS Puerto Rican closed end bond funds to our blog.

In Taxes, Puerto Rico Municipal Bonds and the UBS Funds we show that preferential tax treatment for Puerto Rican investments cannot justify what would otherwise be unsuitable concentrations of investors' portfolios in Puerto Rico municipal bonds. We focused our attention in that post on mainland municipal bond alternatives to Puerto Rican municipal bonds and showed that even...

Los Inversionistas Puertorriqueños No Debieron Invertir en los Fondos Puertorriqueños de UBS

(Feb 2015)

Durante el pasado año, hemos publicado en nuestro blog (aquí) una docena de comentarios sobre los fondos de bonos cerrados UBS Puerto Rico.

En nuestra entrada Impuestos, Bonos Municipales de Puerto Rico y los Fondos UBS mostramos cómo el trato preferencial impositivo que reciben las inversiones puertorriqueñas no puede justificar lo que sería un inadecuado nivel de concentración de bonos municipales de Puerto Rico en las carteras de los inversionistas. En esa entrada de blog, nos...

Enforcement Actions: Week in Review - January 2nd, 2015

(Jan 2015)

SEC ENFORCEMENT ACTIONS

SEC Announces Charges Against N.Y.-Based Firm and Three Executives Accused of Siphoning Investor Money
December 29, 2014 (Litigation Release No. 294)
The SEC has charged VERO Capital Management, its president, general counsel, and CFO with channeling investors' money into a side venture. Robert Geiger, George Barbaresi and Steven Downey managed a pair of funds invested primarily in mortgage-backed securities at VERO Capital Management. The SEC alleges that, while in...

23 Results

Display: