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Recognized as one of the premier practices in the industry, the Investment Funds Group leverages its extensive market knowledge and deep, long-term relationships to help sophisticated clients reach their most important investment goals. We have been at the forefront of some of the industry’s most creative and innovative investment product developments, helping clients set market trends instead of reacting to them.

SEC Proposes Amendments to Form ADV Regarding Investment Advisers’ ESG Practices

May 27, 2022 Download PDF

This memorandum summarizes the SEC’s proposed amendments to Form ADV, which would require investment advisers, including private fund advisers, to disclose additional information regarding their incorporation of environmental, social and governance factors in their investment strategies.

» read the memo

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