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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 regulatory requirements.

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

IVP Pricing and Valuation Solution

Streamline pricing and valuation across public and private assets with automated workflows, independent verification, and stronger governance.

Some more of our latest Webinars

Upcoming

Tuesday, 24 November, 2026 | 11 AM GMT

The 2027 Multi-Jurisdiction Reporting Playbook: Less Rekeying, More Control

Upcoming

Tuesday, 24 November | 11:00 AM GMT

Private Asset Valuation in the UK and Europe: Are Firms Ready for Daily Pricing?

Upcoming

Wednesday, December 16 | 10 AM – 11 AM ET

From Month-End Checks to Daily Oversight: Making the Shift to Shadow Accounting in 2027

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Schedule a call with an IVP expert. Our knowledge doesn’t just skim the surface, it runs deep, enabling us to help you leverage technology to the fullest for even the most specialized investment strategies.

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