Posted on Monday, January 4, 2021

XBRL US submitted a comment letter in response to the SEC 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.

The XBRL US letter advocated the use of XBRL for tailored shareholder reports and for Form N-CSR as the data contained in these reports is likely to be extracted by third-party providers and used for retail investors in comparing fund performance and cost.

Read the letter: XBRL US Comment - Tailored Shareholder Reports File No. S7-09-20



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Public Review for Version 31 of DQC Rules
Wednesday, September 30, 2026

Center for Data Quality Committee Meeting
Wednesday, October 7, 2026

AI Technologies Impact on Company Compliance Activities
Wednesday, October 14, 2026

Domain Steering Committee Meeting
Tuesday, October 20, 2026

Communications & Services Steering Committee Meeting
Tuesday, October 20, 2026

Digital Standards for Digital Assets – Supporting the GENIUS Act
Wednesday, October 21, 2026