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New Rules for Shareholder Reports?

In September 2020, the SEC proposed changes to shareholder reporting requirements. For the most part, the proposed changes are the SEC’s attempt to become more modern – and we’re all for making reports shorter, simpler, and easier to read.

However, we see one meaningful risk in the changes that could undermine shareholders’ trust. And if these recommendations go through, the new requirements could have a serious impact on the process of creating and disseminating report content.

We’ve compiled our thoughts on the proposed changes in our new white paper, “New Rules for Shareholder Reports?: Our comments on the good, but not great, proposed SEC rule S7-09.20.”

We also want to find out more about what steps firms are taking in response to these proposed changes. If mutual fund reporting is part of your responsibility set, we’d love to hear about it in the form below. 

We’re looking forward to hearing your thoughts on these changes.


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