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Three Critical Questions You Should Be Asking About the SEC’s Big Changes for Shareholder Reporting

Dec 17, 2020

If you work in the US funds space and don’t live under a rock, then you know that this summer the SEC proposed comprehensive changes to the way that fund companies communicate with their shareholders, with...

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Come to your Census – Why Form N-CEN is a Key to Fund Administration Data Strategy

Feb 26, 2018

How many times has your manager come to you and asked a difficult question that they expected you to know off the top of your head? “How many funds hold IBM stock?” or “Which clients use Accountancy ABC as...

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Delays Aren’t What They Used to Be

Feb 05, 2018

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...

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Beyond Compliance: Outlook for 2018

Jan 29, 2018

As we begin 2018, I am reminded of the remarkable evolution that has taken place in the fund servicing industry in the decade following the market downturn. It’s hard to imagine the pre-crisis era when...

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More Data and More Frequently Than Ever… Why Form N-PORT Oversight is a Must

Jan 16, 2018

So, here we are, at the beginning of 2018, with the awesome task ahead of getting ready for the start of the industry’s NPORT/NCEN era.

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