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November 16, 2023

Navigating the SEC Name Change Ruling

In a move that promises to reshape the landscape of the financial industry, the U.S. Securities and Exchange Commission (SEC) has finalized a significant rule change regarding the naming conventions of investment funds. This ruling has far-reaching implications for funds and shareholders, particularly in terms of shareholder communications and the monitoring of the 80 percent investment requirements.

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Insights

November 16, 2023

Enhancing Shareholder Experience and Engagement Through E-delivery and Interactive Communications

Defiant against an era of ubiquitous electronic communications, the police force of Odisha, India maintains the world’s last carrier pigeon service with an entourage of 153 birds.

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Insights

November 15, 2023

Integrated Online Platform Optimizes the Investor Experience for Annual Meetings

Annual meeting planning is well underway for many public companies at this time of year. Providing a customized shareholder experience is paramount to driving engagement and therefore, a successful proxy outcome.

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Insights

November 15, 2023

Investment Funds Explore Name Changes as SEC Takes Aim at Greenwashing

Ethical investing has soared in popularity as awareness of environmental, social and governance (ESG) factors has grown among both retail and institutional investors. This has led to a proliferation of ESG-aligned investments products, presenting a challenge for those interested in assessing and understanding investment firms’ and advisors’ claims.

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Know Better. Do Better. Stephen C. Daffron at SIFMA Ops 2023

Industry veteran Stephen C. Daffron outlined how data science can continue to remove friction for financial professionals as they bring wealth management solutions to more investors.

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