US Mutual Fund Risk/Return Taxonomy, 2022
XBRL was mandated for mutual fund Risk/Return Summary reporting by the SEC. Details for the 2022 release of the Mutual Fund Taxonomy can be found here.
XBRL was mandated for mutual fund Risk/Return Summary reporting by the SEC. Details for the 2022 release of the Mutual Fund Taxonomy can be found here.
February, 2022 More rule proposals with structured data requirements from the SEC. This month the Securities and Exchange Commission published two new proposals that contained structured data requirements, both with comment period due dates of April 22, 2022. Cybersecurity Risk Management for Investment Advisors, Registered Investment Companies, and Business Development Companies proposes that registered investment […more]
XBRL was mandated for Closed-End Funds by the SEC. Details for the 2022 release can be found here.
Environmental, Social, and Governance (ESG) issues have gained much traction in recent times. The alarm over a ticking time bomb that is climate change, the need to monitor the impact of business activities on society, and an emphasis on corporate governance factors have caused investors to seek out information that is usually left out of […more]
January, 2022 XBRL US commented on FERC data collection of Forms 6 and 6-Q. Both forms are now required to be reported in XBRL format which renders the data machine-readable, improving the ability of the Commission to perform audits and reviews, and conduct research. It also enhances the usefulness of the data for the public […more]
XBRL US submitted a comment letter in response to a notice of information collection from the Federal Energy Regulatory Commission (FERC) regarding Forms 6 and 6-Q. Both forms are now required to be reported in XBRL format. The XBRL US letter expressed our support for the data collection in XBRL format. Read the letter: XBRL […more]
XBRL US submitted a comment letter to the Securities and Exchange Commission (SEC) regarding its proposed rule Updated EDGAR Filing Requirements, which aims to improve investor access to information in registration statements, periodic reports and other filings made with the Commission. The proposal includes a requirement for Inline XBRL for the filing of financial statements […more]
The Securities and Exchange Commission (SEC) published a rule proposal designed to modernize and improve disclosure about repurchases of an issuer’s equity securities on a new Form SR on purchases of equity securities for each day that it makes a share repurchase. Form SR would report any purchase made by or on behalf of the […more]
The Securities and Exchange Commission (SEC) published a rule proposal designed to reform money market disclosures which requires Form N-CR to be prepared in a custom XML data language. The Commission noted that they opted not to require Inline XBRL, “Due to the number of individual transactions that might be reported as Form N-CR data […more]
XBRL US submitted a comment letter to the Securities and Exchange Commission (SEC) regarding its proposed rule Enhanced Reporting of Proxy Votes by Registered Management Investment Companies; Reporting of Executive Compensation Votes by Institutional Investment Managers. The rule proposes that fund reporting of proxy votes on Form N-PX be enhanced by adding additional disclosures, and […more]