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Mutual Funds

Mutual Fund Insights

May 28, 2025 Syed Farooq

Private Investments and Public Fund Structures: An Evolving Convergence

The iconic Drake hotel ballroom in Chicago was bustling with chatter during our recent Cohen Client Conference — not from the sounds of past famous heads of state and celebrities who have stayed there and left their mark — but with the excitement of asset managers, board members...

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May 27, 2025 Erin McClafferty

Boardroom Bound? Navigating Your Path to a Seat at the Table

Independent directors in the registered fund arena play a critical role in fund governance and protecting shareholder interests. The Independent Directors Council’s 2024 Annual Review noted that as of September 30, 2024, there were just over 1,600 independent directors overseeing...

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May 20, 2025 Lisa Long

Tax Trends in Investment Management: Fund and Adviser Update

The investment management industry is constantly evolving, driven by regulatory changes, market dynamics and innovative financial products. At the recent Cohen Client Conference, we explored several key tax trends impacting mutual funds, ETFs, private equity and hedge funds. Below is an update on...

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May 20, 2025 Bryan Friedmann

Navigating the SEC Landscape: Regulatory Shifts and Enforcement Trends

The SEC is undergoing a transformative phase under the leadership of Chairman Paul Atkins, who returned to the SEC in 2025 after serving as a commissioner from 2002 to 2008. The SEC is critical to our clients and anyone in the investment industry, so we focused one of our Cohen Client Conference...

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May 20, 2025 Andreana Shengelya

M&A in Asset Management: No Slow Down in Sight

At our recent Cohen Client Conference focused on the investment industry, our “Navigating Trends: M&A in Asset Management” panel provided a glimpse into what we are seeing, and what we can expect, regarding new mergers and acquisitions in the asset management space. And it looks...

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April 21, 2025 James Augustine

U.S.-Norway Agreement Minimizes Withholding Tax for U.S. RICs

In November 2024, the Kingdom of Norway and the U.S. entered a Competent Authority Arrangement (CAA), which allows U.S. Regulated Investment Companies (RICs) to claim tax benefits under the U.S.-Norway Double Tax Treaty (DTT). This agreement reduces the dividend withholding tax rate for...

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February 07, 2025

Cohen & Co Named Best Accounting and Audit Provider for Registered Funds

Cohen & Co is proud to be honored by With Intelligence Fund Operations and Services Awards as the best in accounting and audit services for the registered funds industry in 2025. This is the second consecutive year Cohen & Co has earned this distinction.Recognizing excellence and...

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January 22, 2025 Jay Laurila, Camille Clemons

7 Fundamental Considerations When Contemplating a Private to Public Fund Conversion

Recently, we were fortunate to participate on a webinar for the Alternative Investment Management Association (AIMA) discussing the hot topic of converting an existing private fund to a registered fund, versus launching an entirely new one.Below are a few of the critical variables the panel...

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January 21, 2025 John Braun

New Registered Fund Launch? What Advisers Need to Know About Start-Up Costs

This is an exciting time in the world of registered funds — there are new products frequently entering the marketplace in a myriad of ways! Historically we have seen many registered funds, including mutual funds, exchange-traded funds and closed-end funds, come to market by way of a cash...

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July 22, 2024 Jay Laurila

New Frontiers for ETFs: Converting Investment Vehicles and Impacts of Share Class Proposals

Jay Laurila recently participated in a Nasdaq-sponsored webinar that also featured ETF specialists from K&L Gates and Brown Brothers Harriman. The insightful and wide-ranging discussion explored best practices for navigating the nuances of conversions to ETFs from mutual funds, SMAs and...

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"Cohen & Co" is the brand name under which Cohen & Company, Ltd. and Cohen & Co Advisory, LLC, and its subsidiary entities, provide professional services.

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