“We are being patient with our capital, but we expect the pace of investment to increase over the next 12 months as opportunities present themselves,” said CEO Bruce Flatt.
The SEC release asked firms to keep an eye on business continuity, employee supervision and the protection of sensitive investor information during the pandemic.
Advisors could have better prepared clients for the chaos by relaying the inevitability of unforeseen events and finding ways to mitigate their impact, according to panelists at Riskalyze Fearless Week.