How Automated Pricing Drives SEC Rule 2a-5 Compliance


SEC Rule 2a-5 has completely transformed how funds must determine fair value in good faith. Yet many funds are still searching for answers on how to achieve compliance. IVP Pricing and Valuation Automation Solution offers a powerful solution that can help funds achieve compliance while boosting operational efficiency.

Key Takeaways

Agenda & Key takeaways include:

  • Shift in the Valuation practices over recent years
  • Role of Third parties involved in the pricing process
  • Preview of a full compliance checklist
  • Must-have process changes per new guidelines

Pricing and Valuation Automation Solution

This solution provides pricing and valuation automation, connecting funds to leading pricing data vendors and brokers. It also provides a flexible, configurable pricing engine that caters to any pricing process.

Talk to an IVP Expert

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.