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SEC Proposes Rules to Modernize and Enhance Information Reported by Investment Companies and Investment Advisers
U.S. Securities and Exchange Commission [SEC]Link to more items from this source
[Guidance Overview]
May 21, 2015

"The investment company proposals would enhance data reporting for mutual funds, ETFs and other registered investment companies. The proposals would require a new monthly portfolio reporting form (Form N-PORT) and a new annual reporting form (Form N-CEN) that would require census-type information. The information would be reported in a structured data format, which would allow the Commission and the public to better analyze the information. The proposals would also require enhanced and standardized disclosures in financial statements, and would permit mutual funds and other investment companies to provide shareholder reports by making them accessible on a website."

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