Eric Polans’ Post

Check out Guy’s latest Blog about TSR’s.

On Friday, January 19, 2024, SEC staff of the Division of Investment Management published “Frequently Asked Questions” related to Tailored Shareholder Reports. Among the important issues addressed in the FAQs were: 1.     Appropriate broad-based securities market index 2.     Form N-CSR and website availability requirements 3.     Binding individual shareholder reports of multiple funds 4.     Compliance date and Inline XBRL issues 5.     Electronic delivery of shareholder reports We’ve previously discussed most of the topics, but in this blog, Guy Stanzione provides an overview of electronic delivery of shareholder reports. https://lnkd.in/gGEmgDYC #TailoredShareholderReports #SimplifyingComplexity #ExpandingPossible

On Friday, January 19, 2024, SEC staff of the Division of Investment Management published “Frequently Asked Questions” related to Tailored Shareholder Reports. Among the important issues addressed in the FAQs are:     1. Appropriate broad-based securities market index     2. Form N-CSR and website availability requirements     3. Binding individual shareholder reports of multiple funds     4. Electronically provided shareholder reports     5. Compliance date and Inline XBRL issues In this blog, Guy Stanzione provides an overview of the published FAQs, specifically addressing Form N-CSR and website availability requirements. https://lnkd.in/giApzJ4S #TailoredShareholderReports #AdvancingBusiness #ExpandingPossible

The Tailored Shareholder Report's first submissions are due as early as July 2024. The document below provides insight into some FAQs surrounding the new mandate. Toppan Merrill is eager to provide clarity and assistance if you have questions.

Read this SEC/FAQ on TSR/N-CSR ASAP and you'll be A-OK! (This concludes our acronym overload for today.) #TailoredShareholderReports #SimplifyingComplexity #ExpandingPossible

🚀 Big changes on the horizon for large private equity fund advisers The U.S. Securities and Exchange Commission's recent amendments to Form PF Section 4 aim to enhance transparency and systemic risk monitoring. Dive into our latest blog to understand how these updates impact annual reporting requirements and what they mean for the industry.📈🔍 🔗 Read the full blog here: https://bit.ly/3XaJ7XI #PrivateEquity #SEC #RegulatoryCompliance #FormPF #Finance #AQMetrics #EmergingRegulations #FinancialReporting

If you are a large private equity fund advisor or about to be, check out our blog post on the key changes to Section 4 of Form PF. 🔗 Read the full blog here: https://bit.ly/3XaJ7XI #privateequity #FormPF

Webinar: SEC Rule – Tailored Shareholder Reports for Mutual Funds and ETFs The Securities and Exchange Commission’s (SEC) final rule for Tailored Shareholder Reports for Mutual Funds and Exchange-Traded Funds; Fee Information in Investment Company Advertisements adopts amendments for annual and semi-annual shareholder reports provided by mutual funds and exchange-traded funds to highlight key information for shareholders. The rule also requires that funds tag their reports to shareholders using Inline XBRL to provide machine-readable data that retail investors and other market participants may use to access and evaluate investments more efficiently. Attend this webinar to learn about the structured data requirements of the rule, how fund workflow can be expected to change, and how to prepare a Tailored Shareholder Report in structured, machine-readable format. #XBRL #inline #mutualfunds #sec #xbrlus #ifrs #law #investement #edgar #etf #newrule https://lnkd.in/gbm53Tfm

💥 Attention private equity professionals in my network! 💥 The SEC's recent amendments to Form PF Section 4 are set to boost transparency and systemic risk monitoring. Discover how these changes affect your reporting in the latest blog from AQMetrics .📈🔍 🔗 Read the full blog here: https://bit.ly/3XaJ7X

🚀 Big changes on the horizon for large private equity fund advisers The U.S. Securities and Exchange Commission's recent amendments to Form PF Section 4 aim to enhance transparency and systemic risk monitoring. Dive into our latest blog to understand how these updates impact annual reporting requirements and what they mean for the industry.📈🔍 🔗 Read the full blog here: https://bit.ly/3XaJ7XI #PrivateEquity #SEC #RegulatoryCompliance #FormPF #Finance #AQMetrics #EmergingRegulations #FinancialReporting