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2023 Priorities for SEC Division of Examinations

The US Securities and Exchange Commission (SEC) Division of Examinations recently released its 2023 Examinations Priorities, a yearly report that provides insight into the Division’s areas of focus to improve compliance,...more

SEC Proposes Rule Updates Intended to Prevent Misleading or Deceptive Fund Names

On May 25, the US Securities and Exchange Commission (SEC) proposed amendments to enhance and modernize Section 35(d) of the Investment Company Act, known as the “Names Rule,” to provide protection to investors.[1] In a press...more

SEC Proposes New Disclosure and Reporting Requirements Concerning ESG for Advisors and Registered Investment Funds

Many investment funds, advisors, and companies have been working to incorporate environmental, social, and governance (ESG) factors into their investment practices, but the US Securities and Exchange Commission (SEC) has...more

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