Resources
Latest News and Regulatory Insights for Partners and Customers
Shifting US position reporting: three key operational takeaways for managers
The regulatory environment is no longer letting investment managers operate on autopilot. In a recent session, Paul Chung (AQMetrics) sat down with Katie Klaben (Partner, Sidley Austin) and Ivo Miladinov (Regulatory Expert, AQMetrics) to unpack why US beneficial ownership and position reporting (13D, 13G, 13F, and Section 16) have moved from routine administrative filings to top-tier operational risk.
Read moreAIFMD II and the Irish advantage: a head start, not a finish line
AIFMD II has been live across the EU since April 2026, and the first mandatory Annex IV reporting under the new regime arrives in April 2027. For alternative managers with Irish-domiciled funds, there's a particular story inside that timeline, and it's an encouraging one.
Read moreWhy file 13G instead of 13D? A plain-language FAQ for compliance teams assessing holdings above 5%
Most compliance teams know the difference between a Schedule 13D and a Schedule 13G. Fewer are confident that the 13G they filed last quarter is still the right form today. This FAQ answers the practical question underneath all of it: when can you use a 13G, and what does it take to keep using one?
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