Date: December 3, 2020 Reverse Distribution Mechanism and Negative Yields: Considerations and Recommended Practices (pdf)
Date: July 23, 2020 Funds’ Use of ESG Integration and Sustainable Investing Strategies: An Introduction (pdf)
Date: March 12, 2020 Recommendations Regarding the Availability of Closed-End Fund Takeover Defenses (pdf)
Date: January 21, 2020 Decoding Retirement: A Detailed Look at Retirement Distributions Reported on Tax Returns (pdf)