30 March 2017
In particular, the new Form N-PORT reporting requirement presents firms with an overwhelming task of collecting a wide range of data in a short amount of time. The requirements are forcing firms to revamp their systems and operations. The good news is that hedge funds, private equity firms, and commodity pool operators have already been through this process with the SEC. Based on observations of their successes and missteps, here is a blueprint that will help registered investment companies implement the new rules smoothly, with limited interruption to existing operations.
Read the full article on the ETF Express website: http://www.etfexpress.com/2017/03/30/250178/10-steps-smooth-n-port-filing-blueprint-investment-companies