CutterCast: Preparing for New SEC Liquidity Rule 22e-4

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.