In Focus

  • Week InAdvance: May 22, 2017

    • Monday, May 22, 2017

    Week InAdvance | Mon May 22 Eurogroup finance ministers in Brussels. | Tue May 23 White House releases budget outline. SEC director discusses product identifiers in NYC. | Wed May 24 Appellate lawyers argue SEC forum constitutionality. PHH Corp. v. CFPB oral arguments. FOMC meeting minutes. Budget hearings begin in DC. | Thu May 25 Global development event in DC. NOAA hurricane forecast. | Fri May 26 G7 leaders gather in the Sicilian resort of Taormina.

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  • Week InReview: May 19, 2017

    • Friday, May 19, 2017

    Alpha capture (investors directly pay for trade ideas they use and which perform well, rather than pay for them indirectly with trading commissions) will soon be outlawed by MiFID II rules: One winner from [the 'alpha capture'] system: Smaller brokerages that lack the established relationships of investment firm Goliaths can now win clients by showing that their advice is superior. That worked for Conway, a quantitative analyst who says he has received payments for his trading ideas posted on TIM Group. 'Nobody had considered the performance angle before, it used to be only about price' of trading execution, said Conway. 'Now, there's an audited record of ideas. It's a very clinical system, but it's proven to work.'

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  • Week InAdvance: May 15, 2017

    • Monday, May 15, 2017

    Mon May 15 "Belt & Road Initiative" summit in Beijing. IOSCO board meets in Montego Bay during annual conference. | Tue May 16 Senate Banking nomination hearing. | Wed May 17 INVESTORS CMBS Council telecon. FINRA annual conference in DC. IAIS systemic risk task force in DC. | Thu May 18 Treasury Secretary gives Senate testimony. | Sat May 20 142nd Preakness Stakes is run at Pimlico.

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The Association of Institutional INVESTORS is an organization of the oldest, largest, and most trusted federally registered investment advisers in the United States. All our members have a fiduciary duty to put their clients' interests first. Put simply, it's not our money. Our members' clients include companies and labor unions, public and private pension plans, mutual funds and 401Ks, and individuals and families who depend on our firms to help them provide for their retirements, to have funds available to educate their family members, to meet other obligations, and to support their financial aspirations. Collectively , the Association's members manage investments for more than 80,000 ERISA pension plans, 401Ks, and mutual funds on behalf of more than 100 million American workers and retirees.

Our financial markets connect companies to investors and borrowers to lenders to help corporations create jobs, cities and states build needed roads, bridges, and schools, families finance homes and cars, and pension plans at all levels meet their obligations. These markets allow thousands of organizations and millions of individuals to invest in America, sharing in the success of our nation's businesses and maintaining a stake in the strength of cities, counties, states, and our country.

Our financial markets can only fulfill their highest purposes when they are open, transparent, and provide a level playing field for all market participants, and when they are supported by prudent regulation and strong investor protections. All the Association's efforts are toward these ideals.