Live Blogging: New York

I am here at The Harvard Club discussing what plan fiduciaries should consider when evaluating potential exposure to China A-shares. Some of the key issues I am outlining are:

1 – Indicia of ownership issues, particularly for non-US managers (ERISA plans)

2-Prudence considerations in light of foreign investor restrictions (e.g., forced sales) and language barriers when examining public disclosures (ERISA and governmental plans)

3 – Adherence to plan documents, including, but not limited to, the plan’s ESG policies (if any) (ERISA and governmental plans)

4- Fiduciaries should remember that A-shares are traded in renminbi (ERISA and governmental plans)