04.07.2026
Fiduciary Duties in Selecting Designated Investment Alternatives
On March 30, 2026, the Department of Labor (DOL) issued its proposed regulation: Fiduciary Duties in Selecting Designated Investment Alternatives….
Global authorities such as the SEC, Federal Reserve, European Commission and European Central Bank are currently transitioning the market’s use of LIBOR as a base rate for floating-rate securities such as bank loans, CLOs and private credit towards the use of the current front runner as a replacement: SOFR, which stands for the Secured Overnight Financing Rate.
This newsletter explains what a base rate is and how it is used in investing, why LIBOR is being transitioned to SOFR and the key differences between the two, and when the change is expected to take effect.
Read > When Will the SOFRing End?
For more coverage on LIBOR, please see our Bank Loans Position Paper and recent Chart of the Week, The Sixth Fed Hike and Rising LIBOR.
The opinions expressed herein are those of Marquette Associates, Inc. (“Marquette”), and are subject to change without notice. This material is not financial advice or an offer to purchase or sell any product. Marquette reserves the right to modify its current investment strategies and techniques based on changing market dynamics or client needs.
The opinions expressed herein are those of Marquette Associates, Inc. (“Marquette”), and are subject to change without notice. This material is not financial advice or an offer to purchase or sell any product. Marquette reserves the right to modify its current investment strategies and techniques based on changing market dynamics or client needs.
04.07.2026
On March 30, 2026, the Department of Labor (DOL) issued its proposed regulation: Fiduciary Duties in Selecting Designated Investment Alternatives….
04.06.2026
The Basel capital framework was created to ensure that banks maintain sufficient capital to absorb losses and reduce the risk…
04.02.2026
Please join Marquette’s research team for our 1Q 2026 Market Insights Webinar analyzing the first quarter across the economy and various…
04.01.2026
Fixed income is the largest global financial market and often one of the largest allocations within institutional investors’ portfolios. A…
02.18.2026
Healthcare systems have faced an onslaught of challenges in recent years. They had to navigate the operational and financial headwinds…
01.26.2026
In recent years, access to traditionally illiquid private markets has expanded through the rapid growth of evergreen funds, which provide…
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