Tailored Shareholder Reports for ’40 Act Fund Companies
NEW! Webinar: Are Your Systems Ready? 6 Questions to Answer About Implementing the Tailored Shareholder Rule.
Recorded August 2, 2023
The SEC’s new Tailored Shareholder Reports rule mandates that ’40 Act fund companies change the ways in which they communicate with investors. These new reports are closer in form and function to institutional fact sheets than traditional shareholder reports. With more than 25 years designing and automating data-driven communications, Synthesis can help mutual funds and ETFs to effectively meet the SEC mandate with Tailored Shareholder Report strategy, automation, and data management.
Read our Tailored Shareholder Report Planning Guide here.Here are some related resources that might interest you:
From the Blog:10 Best Practices for Tailored Shareholder Report Design
From the Blog:Benchmarking and the Tailored Shareholder Report: Staying on the SEC’s Good Side
From the Blog:A Few Notes From Our Tailored Shareholder Report Webinar