Changing Valuation: SEC Rule 2a-5

Implications for asset managers and how automation can streamline fair value determination

With SEC Rule 2a-5 now in full effect, funds must adhere to challenging new responsibilities for how they determine the fair value of securities. In this info-packed webinar, IVP experts explain the implications of the rule for asset managers and how automation technology can address the regulatory requirements including:

• Ad hoc and quarterly reporting
• Back-testing of fair valuation methodologies
• New process requirements for boards and valuation designees
• Record keeping and data management