PERSist

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Delaware Shareholder Recovery Spotlight: Class Actions vs. Appraisal Rights
Delaware Shareholder Recovery Spotlight: Class Actions vs. Appraisal Rights

Explore Delaware shareholder recovery through breach of fiduciary duty cases and appraisal rights. Learn how investors seek fair compensation in mergers. Continue Reading

Date posted05/6/2025


Emerging Markets: 6 Key Themes for 2025
Emerging Markets: 6 Key Themes for 2025

Explore six key emerging market themes for 2025, including AI supply chains, India's growth, China's fiscal rebound, Saudi reforms, South Africa's political shift, and Mexico's reshoring potential. Continue Reading

Date posted04/29/2025


Recent Amendments to Delaware’s “Books and Records” Statute & Their Effect on Stockholder Oversight
Recent Amendments to Delaware’s “Books and Records” Statute & Their Effect on Stockholder Oversight

Explore the impact of Delaware’s recent SB 21 amendments on stockholder rights under Section 220, affecting books and records access for corporate oversight. Continue Reading

Date posted04/25/2025


Trade Wars: What Institutional Investors Need to Know
Trade Wars: What Institutional Investors Need to Know

Explore Ortec Finance's in-depth analysis on trade tariffs' impact on financial markets and key implications for institutional investors amid geopolitical uncertainty. Continue Reading

Date posted04/24/2025


Unlocking the Power of a Strategic Allocation to Commodities
Unlocking the Power of a Strategic Allocation to Commodities

Discover why a strategic allocation to commodities enhances portfolio diversification and risk management amid evolving inflation and geopolitical trends. Continue Reading

Date posted04/10/2025


Best Practices for Monitoring Your Securities Portfolio in 2025
Best Practices for Monitoring Your Securities Portfolio in 2025

Discover best practices for monitoring your securities portfolio in 2025 to protect assets, detect fraud, and maximize recovery with expert strategies for institutional investors. Continue Reading

Date posted03/26/2025


Creative Ways to Use AI for Member Communications
Creative Ways to Use AI for Member Communications

Discover how generative AI transforms public retirement systems' member communications by enhancing clarity, engagement, content creation, and customer service. Continue Reading

Date posted03/25/2025


Strategies for Addressing Common SEC Fair Fund Recovery Challenges
Strategies for Addressing Common SEC Fair Fund Recovery Challenges

Learn key strategies to overcome SEC Fair Fund recovery challenges for public pension funds. Maximize claims with proper documentation, communication, and compliance. Continue Reading

Date posted03/18/2025


Artificial Intelligence and Plan Governance Considerations
Artificial Intelligence and Plan Governance Considerations

Explore key AI governance considerations for public pension plans. Learn why timely AI policies, ethical use, and vendor guidelines are vital for fiduciary responsibility. Continue Reading

Date posted03/11/2025


Cut and Run? Not So Fast... Private Credit and the Fed
Cut and Run? Not So Fast... Private Credit and the Fed

Explore why maintaining a core allocation in private credit direct lending is strategic despite Fed rate changes, offering consistent premium returns and risk mitigation. Continue Reading

Date posted03/6/2025


Efficient Credit Hedging With the Quality-Junk Factor
Efficient Credit Hedging With the Quality-Junk Factor

Explore how a long-short quality-junk equity factor offers efficient credit hedging with positive carry and negative correlation to credit risk in low-yield markets. Continue Reading

Date posted03/5/2025


Why U.S. Small- and Mid-Cap Equities Now?
Why U.S. Small- and Mid-Cap Equities Now?

Discover why U.S. small- and mid-cap equities are gaining attention with generational low valuations, improved earnings growth, and benefits from onshoring and M&A trends. Continue Reading

Date posted02/27/2025