Investment Funds Beg SEC to Break Co-Investment Taboo
Published Date: 7/15/2025
Notice
Summary
First Trust and several related funds want permission to team up and invest together in the same companies, which usually isn’t allowed. This move could help them share opportunities and grow their investments more smoothly. If no one objects by August 5, 2025, the SEC will likely approve this plan, potentially impacting how these funds manage their money.
No Economic Impacts Identified for this Document
Your PRIA Score
Personalized for You
How does this regulation affect your finances?
Sign up for a PRIA Policy Scan to see your personalized alignment score for this federal register document and every other regulation we track. We analyze your financial profile against policy provisions to show you exactly what matters to your wallet.
Key Dates
Department and Agencies
Take It Personal
Get Your Personalized Policy View
Start a Free Government Policy Watch to see how policy affects your household, then upgrade to PRIA Full Coverage for year-round monitoring.
Already have an account? Sign in