Collective Trusts and Other Commingled Funds: Law and Regulation

Written by two leading attorneys in the asset management field, collective trusts and other commingled funds comprise a major—and rapidly growing—segment of the asset management and pension fields. However, to date, little guidance has been available to practitioners for the day-to-day issues and problems they may confront in dealing with these investment vehicles. Collective Trusts and Other Commingled Funds: Law and Regulation addresses this need by providing a comprehensive explanation of collective and common trust funds, their structure and operations, and the extensive regulatory framework governing them. In addition, the book provides extensive primary source materials as appendices. The book provides practical guidance and is useful for lawyers, compliance personnel, sales executives, regulators and any other professionals working with collective and common trust funds. Topics covered include:

•  Structure and Operations of Commingled Funds
•  Advantages and Disadvantages
•  Key Documents
•  Portfolio Management and Trading
•  Sales and Distribution Activities
•  Banking, Securities and ERISA Regulation
•  Key Accounting and Tax Issues
•  Latest Trends and Developments

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