STRUCTURING POOLED FUNDS TO INCLUDE US INSTITUTIONAL INVESTORS

GEOFFREY R.T. KENYON (PARTNER WITH THE LAW FIRM OF GOODWIN, PROCTER & HOAR, LLP, IN BOSTON)
PETER MARSHALL (PRINCIPAL OF ERNST & YOUNG LLP, BASED IN NEW YORK CITY)

Journal of Financial Regulation and Compliance

ISSN: 1358-1988

Publication date: 1 April 1996

Abstract

Pooled investment funds are an extremely important component of the institutional investment management business, serving as a critical tool for achieving diversification and economies of scale in a broad range of market and investment environments. These advantages have increasingly led fund sponsors to seek investors across national borders. Nonetheless, cross‐border sales of pooled funds are fraught with numerous regulatory and tax complexities. This is particularly true for sponsors seeking to tap the enormous United Slates institutional market. This paper takes a solution‐based approach in examining the complexities of selling non‐US pooled funds to US institutional investors.

Citation

KENYON, G. and MARSHALL, P. (1996), "STRUCTURING POOLED FUNDS TO INCLUDE US INSTITUTIONAL INVESTORS", Journal of Financial Regulation and Compliance, Vol. 4 No. 4, pp. 339-348. https://doi.org/10.1108/eb024892

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Publisher

:

MCB UP Ltd

Copyright © 1996, MCB UP Limited

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