市場先生心得： 另類投資是一個很廣泛的稱呼，其實只要不是傳統投資工具就可以算在另類投資中。不過一般我們講另類投資，其實談的還時常見的幾種類型，如避險基金、私募股權等等。 對大多數人來說，我們或多或少都會擁有一些資產類別是屬於另類投資，但僅僅是持有，而非把它當成主要投資工具。 當有一天當你開始接觸到更多另類投資資產時，那恭喜你，通常這時你在財務上已經取得一定程度的成功了。 要把握住的關鍵是：另類投資風險很高、流動性很低，因此不要被報酬潛力沖昏頭，關鍵永遠是你有沒有足夠能力承受得住風險，即使發生最壞情況依然能承受，這時才能考慮另類投資。
U.S. Department of the Treasury
The Committee on Foreign Investment in the United States (CFIUS)
CFIUS is an interagency committee authorized to review certain transactions involving foreign investment in the United States and certain real estate transactions 投資英文 by foreign persons, in order to determine the effect of such transactions on the national security of the United States.
CFIUS operates pursuant to section 721 of the Defense Production Act of 1950, as amended (section 721), and as implemented by Executive Order 11858, as amended, and the regulations at chapter VIII of title 31 of the Code of Federal Regulations.
THE FOREIGN INVESTMENT RISK REVIEW MODERNIZATION ACT OF 2018 (FIRRMA)
FIRRMA was signed into law on August 13, 2018. FIRRMA strengthens and modernizes CFIUS to address national security concerns more effectively, including by broadening the authorities of the President and 投資英文 CFIUS to review and to take action to address any national security concerns arising from certain non-controlling investments and real estate transactions involving foreign persons.
On January 13, 2020, the Department of the Treasury released two final regulations to implement the changes that FIRRMA made to CFIUS’s jurisdiction and processes. The regulations, which were released in two parts, became effective on February 13, 2020. The full language of FIRRMA and related information can be found on the CFIUS Laws and Guidance page.
FINAL RULE MODIFYING THE DEFINITIONS OF EXCEPTED FOREIGN STATE AND EXCEPTED REAL ESTATE FOREIGN STATE (JANUARY 2022) AND 投資英文 CONCURRENT ACTIONS
On January 5, 2022, the Department of the Treasury issued a final rule in the Federal Register modifying the definitions 投資英文 of excepted foreign state and excepted foreign real estate in 31 CFR §§ 800.218 and 800.214, respectively, in the rules that implement certain provisions of Section 721 of the Defense Production Act of 1950, as amended. Upon effectiveness, the final rule extends by one year the effective date of one of two criteria in each definition.
In addition, the Department of the Treasury issued CFIUS’s determination that Australia and Canada have met certain requirements set forth in part 800 for excepted foreign states and part 802 for excepted 投資英文 real estate foreign states. Lastly, CFIUS has identified New Zealand as 投資英文 an eligible foreign state under parts 800 and 802, effective as of January 5, 2022.
- Final Rule Pertaining to Certain Investments in the United States by Foreign Persons and Certain Transactions by Foreign 投資英文 Persons Involving Real Estate in the United States (31 C.F.R. parts 800 and 802)
- Determination Regarding Excepted Foreign States
- Determination Regarding Excepted Real Estate Foreign States
- CFIUS Excepted Foreign States 投資英文 Webpage
- Fact Sheet
On May 20, 2020, CFIUS released a new Case Management System (CMS), which allows easy submission of all transaction-related information through a secure online portal. As of June 1, the CMS portal must be used to file any draft or formal written notice or declaration pursuant to 31 C.F.R. parts 800 or 802. Additional resources, including instructions to register for the CMS, are available on the CFIUS Case Management System page.
Please see the CFIUS Contacts page for email addresses and telephone numbers to 投資英文 reach Department of the Treasury staff for CFIUS-related matters.
Section 721 of the Defense Production Act of 1950, as amended, mandates confidentiality protections with respect to information filed with the Committee. It prohibits the Committee from publicly disclosing any information filed with the Committee, subject to limited exceptions. Information and documentary material filed with the Committee are also exempt from disclosure under the Freedom of Information Act, 投資英文 5 U.S.C. § 552. Consistent with section 721, the Committee does not publicly confirm or deny that a transaction has been notified to CFIUS. If the parties themselves publicly disclose documentary material or information filed with CFIUS, such documentary material or information may subsequently be reflected in the public statements of the Chairperson of CFIUS.
Registration for the Tax and Accounting Conference Is Open!投資英文
Join us September 18–21 in Aurora, CO, to hear the latest from experts in the tax and accounting field.
2022 Investment Company Fact Book
For more than half a century, ICI has produced an annual Fact Book featuring research, analysis, and data compiled over the previous 投資英文 year. These data are key to ICI’s efforts to help support the foundation of the asset management industry for the ultimate benefit 投資英文 of the long-term individual investor.
SIFMA, ICI and DTCC Publish T+1 Implementation Playbook as the Industry Readies for Accelerated Sett.
ICI Announces 投資英文 Mohlenkamp To Lead Asia Operations
ICI Announces Corrado Camera To Join ICI Global
Sponsorship registration is open for the 2022 Securities Law Developments Conference!
This year’s conference will take place virtually on October 11 and 13.
Weekly Estimated ETF Net Issuance
The estimated value of all exchange-traded fund (ETF) shares issued exceeded that of shares redeemed by $14.13 billion for the week ended July 27, 2022.
投資英文 Trends in Mutual Fund Investing for June 2022
The combined assets of the nation’s mutual funds decreased by $1.33 trillion, or 5.投資英文 6 percent, to $22.30 trillion in June.
Monthly ETF Assets and Net Issuance
The combined assets of the nation’s exchange-traded 投資英文 funds (ETFs) were $6.16 trillion in June.
Quarterly Retirement Market Data
Total US retirement assets were $37.5 trillion as of 投資英文 March 31, 2022, down 4.5 percent from December 31, 2021.
How to Protect Yourself from Account Takeover Schemes
All investors, 投資英文 including mutual fund shareholders, are potential targets for financial fraud. Watch this video to learn more about protecting your account.
Jump In for Mutual Fun
Mutual funds are investment pools, in which a professional manager invests a pool of money on behalf of many investors. Learn why 100 million investors in the United States have jumped into these pools.
Why Do Investors Like Money Market Funds?
Investors choose money market funds as a cash management tool for the many benefits they offer. This video explains what money market funds are and why investors find them useful.
Commentary: Liquidity strains in markets need structural fixes
“Even though it is easier to propose new rules for money market and open-end mutual funds, these efforts 投資英文 won’t address the liquidity challenge. Improving market structures will.”
The Investment Company Institute (ICI) is the leading association representing regulated investment funds. ICI’s mission is to strengthen the foundation of the asset management industry for the ultimate benefit of the long-term individual investor. Its 投資英文 投資英文 members include mutual funds, exchange-traded funds (ETFs), closed-end funds, and unit investment trusts (UITs) in the United States, and UCITS and similar funds offered to investors in Europe, Asia and other jurisdictions.
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