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CutterCast

Nov 30, 2017 10:30 AM - 12:00 PM ET    Online

Preparing for New SEC Liquidity Rule 22e-4

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SUMMARY

SUMMARY

CutterResearch members discuss the changes they are making in their organizations, systems, and processes to comply with SEC Liquidity Rule 22e-4, which takes effect for most fund managers between late 2018 and mid-2019. Topics will include requirements for reporting and for security classification, pricing, and valuation. We will also discuss vendor solutions and services available to help members support the new rule.