Resources
We've listed some important documents, resources and links as you research.
Resources
What You Need to Know
As part of our ongoing commitment to provide our clients with exceptional service, we've listed some important documents, resources and links as you research.
Links to Official Websites
- Information about Accredited Investors:
https://www.sec.gov/education/capitalraising/building-blocks/accredited-investor
- SEC Investor Bulletin - Hedge Funds:
"What are hedge funds?
Hedge funds pool investors’ money and invest the money in an effort to make a positive return. Hedge funds typically have more flexible investment strategies than, for example, mutual funds. Many hedge funds seek to profit in all kinds of markets by using leverage (in other words, borrowing to increase investment exposure as well as risk), short-selling and other speculative investment practices that are not often used by mutual funds."
https://www.sec.gov/education/capitalraising/building-blocks/accredited-investor
- US SEC Investor.gov "Hedge Funds" Information Page
- US SEC Investment Adviser Public Disclosure website
- Contact Information of Regulatory Authorities:
U.S. Securities and Exchange Commission
Office of Investor Education and Advocacy 100 F Street, NE
Washington, D.C. 20549-0213
Telephone: (800) 732-0330
Fax: (202) 772-9295
Financial Industry Regulatory Authority (FINRA)
FINRA Complaints and Tips 9509 Key West Avenue Rockville, Maryland 20850
Telephone: (301) 590-6500
Fax: (866) 397-3290
North American Securities Administrators Association (NASAA)
750 First Street, NE
Suite 1140
Washington, D.C. 20002
Telephone: (202) 737-0900
Fax: (202) 783-3571
Resources on Islamic Finance
- PwC Financial Services - "Shariah-compliant funds: A whole new world of investment"
- Financial Times - "How to make hedge funds comply with Islamic rules"
https://www.ft.com/content/7cba2856-3d60-11dd-bbb5-0000779fd2ac
- World Bank - Islamic Finance
"Islamic finance has emerged as an effective tool for financing development worldwide, including in non-Muslim countries. Major financial markets are discovering solid evidence that Islamic finance has already been mainstreamed within the global financial system – and that it has the potential to help address the challenges of ending extreme poverty and boosting shared prosperity."
https://www.worldbank.org/en/topic/financialsector/brief/islamic-finance
- Lecture from the University of South Australia