The SEC has proposed a significant change to the way mutual funds and advisors describe their use of environmental, social, and governance factors in their investing. In this article, we will focus on ...

Are you looking to buy a new health insurance plan? Do you understand the nuances of such plans? Have you taken any professional guidance before proceeding with a particular health insurance scheme ...

The Securities and Exchange Commission’s next steps in harmonizing securities offerings will be to potentially propose revisions on who is able to invest in private securities, SEC Chairman Jay ...

The Department of Labor’s new 401(k) proposal to open up retirement plans to a broader set of investments, including private markets, has been lauded as an important move that will increase the ...

Your OCG Proposal Analyst is your partner throughout the proposal process, including pre-proposal activities such as Letters of Intent, white papers, Step 1 proposals, etc. OCG has recently ...