XBRL US submitted a comment letter in response to the SEC’s draft Closed-End Fund (CEF) Taxonomy which has been prepared to support the SEC rule for Securities Offering Reform for Closed-End Investment Companies. We recommended that the Commission: Rely on the XBRL International Data Type Registry in determining data types. Consider structuring the DEI Taxonomy, […more]
Items tagged with "investment management"
The proposal on Tailored Shareholder Reports, Treatment of Annual Prospectus Updates for Existing Investors, and Improved Fee and Risk Disclosure for Mutual Funds and Exchange-Traded Funds; Fee Information in Investment Company Advertisements addresses rule and form amendments to modernize the disclosure framework for open-end management investment companies. While this rule does not call for XBRL […more]
The Securities and Exchange Commission published a rule proposal, Reporting Threshold for Investment Managers, which seeks comment on revising the disclosure requirement thresholds for investment managers filing form 13F data, which today is submitted in structured format, using a custom XML schema. This data would be more usable if it was prepared or converted to […more]