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* See, e.g., Institute Memoranda to Tax Committee No. 37-95 and Accounting/Treasurers Committee No. 54-95, dated December 13, 1995; to Tax Committee No. 33-95 and Accounting/Treasurers Committee No. 45-95, dated November 2, 1995; and to Tax Committee No. 23-95 and Accounting...
1 In March of 1995 the SEC issued a concept release requesting comment on how to improve risk disclosure for investment companies. Among other things, the concept release considered application of various numerical risk measures to mutual funds. January 16, 1996 TO: ACCOUNTING...
January 2, 1996 TO: ACCOUNTING/TREASURERS COMMITTEE No. 1-96 DIRECT MARKETING COMMITTEE No. 1-96 INTERNATIONAL MEMBERS No. 1-96 INVESTMENT ADVISER MEMBERS No. 1-96 MARKETING POLICY COMMITTEE No. 1-96 MEMBERS - ONE PER COMPLEX No. 1-96 OPERATIONS MEMBERS No. 1-96 RESEARCH COMMITTEE No...
1 See Institute Memorandum to Tax Members No. 37-95 and to Accounting/Treasurers Members No. 36-95, dated August 10, 1995. December 18, 1995 TO: TAX COMMITTEE No. 38-95 ACCOUNTING/TREASURERS COMMITTEE No. 58-95 RE: INSTITUTE COMMENTS ON PROPOSED REGULATIONS PERMITTING TRANSFERS OF...
December 15, 1995 TO: ACCOUNTING/TREASURERS COMMITTEE No. 57-95 BOARD OF GOVERNORS No. 79-95 FEDERAL LEGISLATION MEMBERS No. 26-95 MEMBERS - ONE PER COMPLEX No. 109-95 PUBLIC INFORMATION COMMITTEE No. 49-95 SEC RULES COMMITTEE No. 128-95 STATE LIAISON COMMITTEE No. 33-95 RE: INSTITUTE...
December 13, 1995 TO: ACCOUNTING/TREASURERS COMMITTEE No. 55-95 INDUSTRY STATISTICS COMMITTEE No. 29-95 RESEARCH COMMITTEE No. 50-95 RE: Survey of Institutional Shareholders ______________________________________________________________________________
December 13, 1995 TO: TAX COMMITTEE No. 37-95 ACCOUNTING/TREASURERS COMMITTEE No. 54-95 RE: INSTITUTE SUBMISSION TO IRS ON FUND OF FUNDS ISSUES ______________________________________________________________________________ As you may know, the IRS has raised questions about the...
December 13, 1995 TO: ACCOUNTING/TREASURERS COMMITTEE No. 56-95 INDUSTRY STATISTICS COMMITTEE No. 30-95 RESEARCH COMMITTEE No. 51-95 RE: Survey of Institutional Shareholders ______________________________________________________________________________
* See Institute Memorandum to Accounting/Treasurers Members No. 54-95, Closed-End Fund Committee No. 57-95, International Committee No. 38-95, Operations Committee No. 34-95, Tax Members No. 52-95, Transfer Agent Advisory Committee No. 60-95 and Unit Investment Trust Committee No. 82...
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