The liquidity classification requirements under the SEC Liquidity Rule have been a moving target since the SEC first proposed the rule in September 2015. From one rule-making stage to the next, the liquidity bucketing requirements have been altered in ways largely favorable to the industry, yet they remain a challenge because the final rule includes a number of elements that must be interpreted and implemented by fund managers and/or their advisers and sub-advisers.
The deadline for complying with the SEC Liquidity Rule is now only months away. FactSet as a technology provider to the financial industry, is all too familiar with the new challenges that our clients face. With that, we are excited to offer a space for those impacted by the rule to get further insight into the rules around the regulation, as well as expert knowledge on what to look for in a solution.
Check out our webcast with two of FactSet’s regulatory experts, Nels Ylitalo, VP, Director of Product Strategy, Regulatory Solutions, and Bryan Hoefs, VP, Senior Product Strategist, Regulatory Solutions. Hear from our speakers as they shed light on liquidity bucketing, discuss how to meet the new classification requirements, and answer questions direct from the audience.