United States: Investment Strategy

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Welcome to the Mondaq Strategy homepage, here you will find thought leadership articles, podcasts, videos and webinars providing insights covering topics such as Economic Analysis, Government Policy, Public Finance, Investment Strategy, Management and Industry Updates and Analysis.

Delaware's Recent Shift To The Prudence Standard Likely To Reshape Utility Cost Recovery

Effective January 1, 2026, the laws in Delaware have changed to replace the business judgment rule with the prudence standard for utility ratemaking.

United States Strategy

CO

Cozen O'Connor

FINRA Raises Concerns About Recommendations Of Variable Annuities And RILAs

The Financial Industry Regulatory Authority, Inc. ("FINRA") 2025 Annual Regulatory Oversight Report (the "2025 Report") includes a discussion on FINRA's concerns about recommendations of variable annuities...

United States Commercial

MB

Mayer Brown

SEC IM Director Shares Views On Proxy Voting

SEC Division of Investment Management Director Brian Daly recently delivered remarks on investment advisers voting client proxies.

United States Finance

D

Dechert

Third-country Bank And Non-bank Lending Into The EU Post-CRD VI

For non-European banks, the lack of regulatory harmonisation across EU Member States makes cross-border lending into the EU complex...

Worldwide Finance

AO

A&O Shearman

Going On The Offensive To Improve Advisers Act Disclosures

United States Finance

W

WilmerHale

SEC Permits Confidential Treatment Requests For Form ADV Information

United States Strategy

PR

Proskauer Rose LLP

New Section 892 Regulations: Action Points For Private Fund Sponsors And Non-U.S. Pension Plan & Sovereign Investors

United States Strategy

AG

Akin Gump Strauss Hauer & Feld LLP

The New EU Bioeconomy Strategy: A Regulatory Framework In Transition

United States Strategy

CM

Crowell & Moring LLP

US Solicitor General Supports Plan Sponsors On Key ERISA Legal Questions In US Supreme Court Amicus Briefs

United States Employment

MB

Mayer Brown

The OBBBA Breathes New Life Into Opportunity Zones

United States Tax

SR

Shulman Rogers

SEC Division Of Examinations 2026 Priorities

United States Commercial

GT

Greenberg Traurig, LLP

Ropes & Gray's Investment Management Update September – October 2025

United States Strategy

RG

Ropes & Gray LLP

Drowning In Data, Starving For Insight

United States Strategy

AM

Alvarez & Marsal

The SEC's Regulatory Agenda And Implications For Alternative Retail Products

United States Commercial

RG

Ropes & Gray LLP

Back To School 2025: Title IX Updates And How ADR Can Help Universities Resolve Disputes (Podcast)

United States Litigation

J

JAMS

How The GENIUS Act Is Reshaping Stablecoin Regulation And Emerging Financial Disputes

United States Litigation

J

JAMS

Food Venture Financing News – Weekly Issue No. 265

United States Healthcare

DW

Davis Wright Tremaine

Simpson Thacher Sustainability And ESG: Regulatory Update – January 2026

Worldwide Environment

ST

Simpson Thacher & Bartlett

Signed, Sealed, But Not Delivered? Don't Wonder About Taxes Under New Postal Service Rules

United States Tax

N

Nossaman LLP

The Growth Of Hedge Fund Managed Accounts

The use of separately managed accounts (SMAs) to access hedge fund strategies has grown materially in recent years.

United States Finance

D

Dechert

SEC Again Extends Compliance Deadline For Form PF Amendments To October 1, 2026

On September 17, 2025, the Securities and Exchange Commission for a third time extended the compliance date for the Form PF amendments originally adopted on February 8, 2024 until October 1, 2026.

United States Strategy

AG

Akin Gump Strauss Hauer & Feld LLP

Kelly Koscuiszka On AI In Finance: Balancing Innovation And Oversight

As AI technology rapidly evolves, more leveraged credits, sponsors and lenders are working to ensure best practices and compliance.

United States Technology

SR

McDermott Will & Schulte

What To Expect When You're Expecting New Investors — Practical Steps Fund Managers Can Take To Prepare For Investments From Registered Funds And Defined Contribution Retirement Plans

Historically, investments in private funds have been reserved for large institutions, defined benefit pension plans, sovereign wealth funds and very wealthy individuals.

United States Finance

PR

Proskauer Rose LLP

Committed Capital Sidecar \ New Order 'Targets' 401(k) Plan 'Alternatives' (Podcast)

United States Employment

D

Dechert

Executive Order Seeks To Expand Access To Crypto And Private Investments In Defined-Contribution Plans

United States Technology

BS

Ballard Spahr LLP

From Engineer To Entrepreneur To Angel Investor: Mario Casabona (Podcast)

United States Strategy

C

Crowley Law LLC

How Wealth Advisors Support Your Financial Picture After The Sale Of Your Business

United States Wealth Mgt

KR

Kaufman Rossin

Schulte Partner Boris Ziser Featured On Nasdaq TradeTalks, "The Increased Demand For Alternative Investment Strategies Including Litigation Finance"

United States Finance

SR

McDermott Will & Schulte

USA - NATIONWIDE: An Introduction To Hedge Funds

United States Finance

SR

McDermott Will & Schulte

6 Strategic Steps For Financing Equipment

United States Strategy

SF

Stephenson Fournier

Preparing For UCITS VI

United States Finance

D

Dechert

Healthcare Investments Flash Alert (Part I): Latest Developments For Investors On U.S. Corporate Practice Of Medicine

United States Commercial

D

Dechert

Key Takeaways From The FCA's Multi-Firm Review Of Smaller Asset Managers And Alternatives Firms

United States Finance

AG

Akin Gump Strauss Hauer & Feld LLP

6 Strategic Steps For Financing Equipment

In the fast-paced world of business, acquiring new equipment is often essential for growth and maintaining a competitive edge. However, financing this new equipment can bring new risks to your business.

United States Strategy

SF

Stephenson Fournier

Preparing For UCITS VI

There has been much discussion of the changes being made to AIFMD¹ following the publication of the amending directive, so called AIFMD 2.0².

United States Finance

D

Dechert

Healthcare Investments Flash Alert (Part I): Latest Developments For Investors On U.S. Corporate Practice Of Medicine

Private equity firms and REITs with national investment strategies may need to consider that acquisitions that are acceptable in one jurisdiction could face significant hurdles in others...

United States Commercial

D

Dechert

Key Takeaways From The FCA's Multi-Firm Review Of Smaller Asset Managers And Alternatives Firms

On 8 May 2025, the United Kingdom Financial Conduct Authority (the FCA) released the findings from its multi-firm review aimed at smaller asset managers and alternatives firms

United States Finance

AG

Akin Gump Strauss Hauer & Feld LLP

Investing In Manufacturing - Top Investment Destinations In Asia

Worldwide Strategy

Nexdigm USA

Great Fund Insights: Co-Investing 101: Shared Risk, Shared Reward

A challenging fundraising environment, the rise in M&A activity and the capital requirements necessary to bridge funding gaps are key developments...

United States Finance

AO

A&O Shearman

Recognition Agreements In Preferred Equity

When making a preferred equity investment behind senior mortgage debt, both the senior lender and the preferred investor will have a number of concerns. Under what circumstances may the preferred investor...

United States Finance

KM

Katten Muchin Rosenman LLP

SEC's Marketing Rule Updates May Provide Relief For Investment Managers

The SEC adopted the Marketing Rule in 2021 and in January 2023 adopted an FAQ requiring that gross performance of a private fund or subset of its investments be accompanied by the corresponding net-of-fees performance.

United States Finance

GT

Greenberg Traurig, LLP

Investing In "America First" With Nova J. Daly | Coercive Capital (Podcast)

Among the dizzying number of executive orders, tariff negotiations, and Doge activity since the inauguration, the America First Investment Policy requires a specific focus to better understand the potential impact on foreign investment in the United States, from both allies and hostile nations.

United States Strategy

WR

Wiley Rein

Treasury's New Outbound Investment Security Program Rule Targeting Investments In China's Tech Industry And Recent Guidance

Worldwide Technology

SR

McDermott Will & Schulte

2025 Proskauer Annual Review For Private Investment Funds

United States Commercial

PR

Proskauer Rose LLP

President Trump Issues America First Investment Policy Refocusing CFIUS And Outbound Investment Approach

United States Strategy

AG

Akin Gump Strauss Hauer & Feld LLP

Potential Increase To Debenture Limit For Levered Small Business Investment Companies (SBICs)?

United States Commercial

KG

K&L Gates LLP

Options To The Panama Canal Perhaps? The U.S. Suggests Taking Back Ownership, As China Is Prepared To Bypass

United States Strategy

BG

Braumiller Law Group, PLLC

Unlocking Opportunities With Private Credit Funds

United States Finance

MG

MGO CPA LLP

Federal Circuit Clarifies That "Quantitatively Small" Investments Can Establish Significant And Substantial Investment In Domestic Industry

United States International

AV

Axinn Veltrop & Harkrider

Cross-Trading At A Crossroads

United States Finance

W

WilmerHale

President Trump Starts First Week With AI Executive Orders And Investments — AI: The Washington Report

United States Government

M

Mintz

SEC Clears The Way For Crypto Custody

United States Accounting

AG

Akin Gump Strauss Hauer & Feld LLP

Investment Management & Funds Regulatory Update - December 2024

United States Finance

DP

Davis Polk & Wardwell

ESMA Consults On Open-Ended Loan Originating AIFs

United States Finance

PR

Proskauer Rose LLP

Unlocking The Potential Of Alternative Markets With HighVista Strategies' Raphi Schorr

United States Wealth Mgt

PR

Proskauer Rose LLP

Ropes & Gray's Investment Management Update October – November 2024

United States Strategy

RG

Ropes & Gray LLP

Unlocking The Potential Of Alternative Markets With HighVista Strategies' Raphi Schorr (Podcast)

United States Strategy

PR

Proskauer Rose LLP

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Latest Videos

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Conversations With Anthony Caporrino: Unlock The Potential Of Life Sciences (Video)

AM

Alvarez & Marsal

Executive Order On Outbound Investment And Treasury Notice – What Funds And Investors Need To Know (Video)

AG

Akin Gump Strauss Hauer & Feld LLP

Venture Philanthropy, Impact Investing And More…(Video)

AP

Arnold & Porter

Quicklaunch University: When To Discuss Valuation (Video)

W

WilmerHale

Tips For Startup Success - Pros And Cons Of Taking Strategic Investments From Big Players (Video)

PW

Pillsbury Winthrop Shaw Pittman

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