Connect: Key issues for the global fund industry today

At its March 14 open meeting, the SEC approved a proposal that while still mandating funds to use the SEC’s Form N-PORT to report liquidity classifications, commonly known as “buckets”, it would, among...

Just a few years back, the industry was responding to regulatory filings like Form N-MFP, AIFMD Annex IV, Form PF, Form CPO-PQR and Solvency II with individual software solutions to solve each one of those...

Pretty much from the day the SEC finalized its reporting modernization rules, the industry has lobbied for something to ease the burden of readiness and processing – a delay, an extended monthly due date, a...