Tailored Shareholder Reports for ’40 Act Fund Companies
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:Measure Twice, Cut Once: Effective Tailored Shareholder Report Design
From the Blog:Tailored Shareholder Reports: Automation, Business Rules, and Simplicity
From the Blog:The New Tailored Shareholder Rule – What '40 Act Funds Need to Know