Why stale private marks should stay stale
A rolled-forward private mark looks current and is not. Stonebook prints the date you entered. If it is old, the report says it is old.
Category
March 14, 2022
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Insights
Notes on the book of record
Look-through exposure across SMAs and funds
How look-through exposure across SMAs and pooled vehicles should be reported without turning into advice.
Category
November 3, 2024
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What an examiner asks to see in the book
What examiners ask to see in the book of record, and how dated private marks and recon flags belong in the file.
Category
June 19, 2020
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