Mutual Fund Minute
SEC Revises Fund Shareholder Reports – What That Means for Funds and Investors
February 22, 2023
Listen here as Jay Baris, a partner in Sidley’s Investment Funds group, discusses the SEC’s new mandate for mutual funds and ETFs and looks at the implications for Funds and their investors.
Mutual Fund Minute With Sidley's Jay Baris: SEC Revises Fund Shareholder Reports – What That Means for Funds and Investors from Sidley Austin LLP on Vimeo.
Click here to read Sidley’s Investment Funds update summarizing newly adopted rules from the SEC. These rules will change the look and feel of mutual fund and ETF shareholder reports and add new requirements for how investment company advertising discloses fund fees and expenses.
Contacts
Related Resources
Capabilities
Suggested News & Insights
Sidley Advises Lux Capital on New VC Fund Lux IXJanuary 9, 2026Hong Kong to Further Enhance Licensing Regime for Virtual Assets to Cover Advisors and ManagersJanuary 7, 2026UK/EU Investment Management Update (January 2026)January 6, 2026Treasury and the IRS Release Final, Temporary, and Proposed Regulations Relating to the Taxation of Income of Foreign GovernmentsDecember 23, 2025UK Financial Conduct Authority Finalises Non-Financial Misconduct Framework: What Firms Need to Do NowDecember 22, 2025Sidley Ranked in Chambers Asia-Pacific 2026December 11, 2025
- Stay Up To DateSubscribe to Sidley Publications
- Follow Sidley on Social MediaSocial Media Directory