Our experts frequently write blog posts about the findings of the research we are conducting.
WSJ: Private-Equity Fund in Valuation Inquiry
The potential exaggeration in the [Oppenheimer Global Resource Private Equity Fund LP] grew to more than $4 million, according to documents shared with Oppenheimer investors. The bulk of this markup came as the fund was reaching out to potential investors in the fall of 2009, and helped push the fund's reported internal rate of return to 38%,...
Home Equity: Changing Perspectives
In the News: Structured CDs
Massachusetts Security Regulator Latest to Take Action on BoA CLOs
Could Credit Rating Agencies be Held Accountable This Time?
ETFs' Asset Value is Increasing, Trading Volume Remains Stable
Reserve your Clever ETF Ticker Before it's Too Late
But finding a catchy symbol can be tough these days. Many have already been taken: 1,350 symbols are in use on the NYSE Arca alone, the biggest U.S. market for exchange-traded products. That's up 108% over the past five years, says Ms. Morrison. In addition, fund firms have reserved 2,446 symbols for future...
A Wipeout That Didn't Have to Happen
Schwab Sues FINRA RE: Class Action and Consolidated Claims
FINRA's complaint charges that in October 2011, Schwab amended its customer account agreement to include a provision requiring customers to waive their rights...
Freddie Mac, complex derivatives, and one huge conflict of interest