In Focus

  • Week InReview: April 28, 2017

    • Friday, April 28, 2017

    Members of the INVESTORS Mortgage Securitization Council (MSC) were invited to attend a roundtable discussion at the U.S. Department of Treasury on Monday, May 1, from 1 - 4 p.m. The roundtable will be hosted by Craig Phillips, counselor to Treasury Secretary Steven Mnuchin, and will include a diverse group of market participants with an interest in the private label securitization markets. The goals of the MSC are to represent the interests of INVESTORS members and their clients in encouraging gradual, well-planned GSE reform, combined with a process for reinvigorating the non-agency RMBS market. The focus of the MSC's commentary at the Treasury roundtable will most likely be the need for better investor protections, including the deal agent, bond holder communication, and standardized reps and warranties.

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  • Week InAdvance: April 24, 2017

    • Monday, April 24, 2017

    Mon Apr 24 CPMI-IOSCO committees meet in DC & Amsterdam. | Tue Apr 25 Clearinghouse safety on CFTC panel's agenda. Fed meets on financial markets, institutions, infrastructure. | Wed Apr 26 Dodd-Frank rollback hearing. INVESTORS Cyber Security Council & Monthly Members meetings. | Thu Apr 27 IAIS working group in NYC. | Fri Apr 28 Federal government funding expires at midnight.

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  • Week InReview: April 21, 2017

    • Friday, April 21, 2017

    "What does it tell you about the fiduciary rule that (1) big brokerages are shifting to fee-based accounts even before the rule goes into effect (and even though it may never go into effect), (2) investors seem happy about that, and (3) the brokerages are even happier about it? 'Besides positioning themselves to better compete with the rise of smaller, independent rivals and investors' growing preference for passive investments, brokerage executives found that fees for advice and services could be more lucrative over the longer term compared with commissions. Researcher Morningstar Inc. says fee-based accounts can yield as much as 50% more revenue than commission accounts.' On the one hand, it does suggest that some criticism of the rule - that it would make retirement advice more expensive - might be correct. On the other hand, people seem happy to pay more for better, unconflicted advice. And perhaps it doesn't matter much one way or the other: If everyone switches to fee-based accounts without the fiduciary rule, then the debates about the fiduciary rule will seem a little pointless." Matt Levine Fraud, Satisfaction and Bubbles

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Our Clients, Our Markets, Our Purpose

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.