In October of 2022, the Securities and Exchange Commission (“SEC”) adopted rule and form amendments related to Tailored Shareholder Reports (“TSRs”) for mutual funds and exchange-traded funds. Funds will be required to comply with these changes by July 24, 2024. Overall, implementing the TSR requires careful planning, attention to detail, and a commitment to ongoing communication and engagement with shareholders. By taking the steps in this blog, fund managers can enhance the effectiveness of their shareholder reporting and build stronger relationships with their investors.
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