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Article examines the growing trend among investors who display a growing appetite for direct investment and co-investment. While COVID-19 is a factor, investors even before the pandemic sought greater flexibility and control in their investments, as well as a means to reduce fees paid to third-party managers. The article highlights the benefits of investing directly, what barriers compliance teams at financial and professional services firms face in doing so, and what they can do to minimize these.
Edward Tran's article, "Direct Investment Strategies: Risk and Legal Issues," was first published in Thomson Reuters Regulatory Intelligence, available online and via PDF.
For more information, see Katten's report "Going Direct – The Factors Driving Direct Investment Strategies and the Barriers to Adoption."
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