
Series
SEC Disclosure Modernization Initiative
The US Securities and Exchange Commission voted unanimously on Wednesday 26 October at an open-meeting to adopt a new approach to shareholder and investor communications by registered open-end funds and exchange-traded funds.
This series page is designed to keep you up to date on this game-changing approach to investor communications. Here, you will find the latest alerts, webinars, and other tools prepared by our Asset Management and Investment Funds lawyers to help you prepare to implement the new rules.
Our Asset Management and Investment Fund lawyers also have been quoted by and published in industry publications on this topic. Links to these articles are available at the “Read more” link below.
- Tailored Shareholder Reports, The Investment Lawyer, January 2023 (contributed article)
- What To Know About SEC Shareholder Disclosure Reforms, Law360, 28 October 2022 (contributed article)
- New SEC Rule Revamps Fund Docs, E-Delivery, Ignites*, 27 October 2022 (media mention)
- Boards: Expect to Talk About New Shareholder Reports, Fund Board Views*, 27 October 2022 (media mention)
- SEC Tightens Mutual Fund Reports, Seeks New Adviser Rules, Law360*, 26 October 2022 (media mention)
*Subscription may be required to view content.
Thought Leadership
On 3 February 2025, the United States reached agreements with Canada and Mexico to pause tariffs on imports from those countries in exchange for actions on border security, illegal drugs, and immigration.
Since his inauguration on 20 January 2025, President Donald J. Trump has signed dozens of executive orders and presidential memoranda on topics including, but not limited to, energy and the environment; immigration; international trade; foreign policy; diversity, equity and inclusion; transforming the civil service and federal government; and technology.
President Donald Trump issued a flurry of executive orders (EOs) in his first hours and days in office. The numerous EOs cover a range of topics, many of which impact environmental regulation and related areas. While many of President Trump’s EOs will be—and already are—facing litigation challenges, and others will require congressional approval prior to full implementation, the EOs nevertheless signal the intention and direction of the Trump administration in the environmental law realm and beyond.
2024 was a busy year for legislatures throughout the United States on the topic of limitations and restrictions on ownership of real property assets.