Tag: 22e-4

CSS Consensus Partners with Bloomberg for SEC 22e-4 Reporting

Compliance Solutions Strategies’ Advise Technologies unit and Bloomberg today announced a joint regulatory reporting solution for mutual funds needing to comply with the liquidity risk reporting requirements stipulated by SEC 22e-4. For many open-ended funds, extracting portfolio-level liquidity data and identifying the necessary information needed for SEC reporting can present an array of operational challenges. … Continued

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