Issues related to the Trump tariff initiative with an eye toward the emergence of a new monetary accord designed to bring more direct investment into the US. Government mandated ESG (Environment, Social, Governance) policies as they pertain to investment decisions. (1) Issues related to proxy voting options for share owners to vote at stockholder meetings. (2) Issues related to investment advisors considering only monetary factors when making investment decisions. Issues related to the 8/7/25 White House Executive Order 14330 on alternative assets for 401k investors. Issues related to the March 2025 ICI report "Reimagining the 1940 Act." Issues related to broadening the access of regulated funds to private market assets through co investment where regulated funds invest alongside affiliated private funds in regulated transactions.
2026 · 1st Quarter (Jan 1 - Mar 31)
THE LIVINGSTON GROUP (ON BEHALF OF THE INVESTMENT COMPANY INSTITUTE)
Filed by JOHN DUNCAN AND ASSOCIATES, LLC.
Open official filingSource-reported fields
Filing overview
- Type
- 1st Quarter - Report
- Posted
- Apr 10, 2026
- Income
- $10,000.00
- Expenses
- Not reported
- Registrant
- JOHN DUNCAN AND ASSOCIATES, LLC
- Filing UUID
- 71e18355-c5eb-4d28-aff9-2d3e06ae3c60
- Termination date
- Not reported
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