Skip to main content
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. 

Related Resources