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Online Discussion: Investments

Related to investment accounting, investment systems, processes and best practices for all types of investments.

  1. Groom Law: Office of Foreign Assets Control Compliance

    The Groom Law Group has sent out a Benefits Brief newsletter that discusses the need for compliance with the Department of Treasury's Office of...

    Started by CPERAKG, 05-14-2013 03:46 PM
    • Replies: 0
    • Views: 19
    05-14-2013 03:46 PM Go to last post
  2. GFOA: Bank Account Fraud Prevention

    The Governement Finance Officers Association's (GFOA) Committee on Treasury and Investment Management has updated the best practice titled "Bank...

    Started by CPERAKG, 11-01-2012 08:51 AM
    • Replies: 0
    • Views: 600
    11-01-2012 08:51 AM Go to last post
  3. Question Foreign Tax withheld from private equity investments

    During a recent review of K-1's, we've found foreign tax withheld on private equity investments. We understand that there are vendors who will file...

    Started by mcamuglia, 09-12-2012 09:54 AM
    • Replies: 0
    • Views: 462
    09-12-2012 09:54 AM Go to last post
  4. Investment Performance Fees

    I hope you all are well! This is my first post to the online discussion group. This is a great tool! I have tried to find the answer to the...

    Started by Sarah Corbett, 01-30-2012 07:14 AM
    • Replies: 2
    • Views: 1,771
    03-28-2012 02:30 PM Go to last post
  5. Upjohn Institute Study: Risk-Taking Behavior for Public Plans

    The Upjohn Institute as issued a working paper titled "An Analysis of Risk-Taking Behavior for Public Defined Benefit Pension Plans". It can be found...

    Started by CPERAKG, 02-20-2012 12:26 PM
    • Replies: 0
    • Views: 794
    02-20-2012 12:26 PM Go to last post
  6. Lightbulb Reclaims for Alternative Investments

    Good Morning, I would like to inquire as to how tax reclaims are handled with regards to your International Private Equity Asset accounts. If...

    Started by joanna.rome@trsl.org, 05-27-2011 09:07 AM
    alternative investments
    • Replies: 0
    • Views: 2,570
    05-27-2011 09:07 AM Go to last post
  7. CFA Institute Primer for Investment Trustees

    The CFA Institute in January 2011 published an excellant Primer for Investment Trustees. The primer can be purchased or a free pdf copy is available...

    Started by CPERAKG, 03-19-2011 10:47 AM
    cfa, investments
    • Replies: 0
    • Views: 2,205
    03-19-2011 10:47 AM Go to last post

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