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Changing Valuation: SEC Rule 2a-5

Description

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 regulatory requirements.

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

Pricing and Valuation Automation Solution

Effortlessly store, manage, and apply pricing data with an end-to-end solution that simplifies and accelerates valuation processes for precise, reliable insights and informed decision-making.

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