Understanding the SEC’s 2022 Changes to Tailored Shareholder Reports

Tailored Shareholder Reports: Navigating the SEC’s 2022 Regulatory Changes   The landscape of shareholder reports has undergone significant transformation following the Securities and Exchange Commission’s (SEC) introduction of new regulatory changes in October 2022. These changes mandate the use of Inline XBRL structured data language for Mutual Funds and Exchange-Traded Funds (ETFs), aiming to deliver […]