DFIN Client Successfully Live-Files New Tailored Shareholder Reports with SEC through ArcReporting
DFIN (NYSE: DFIN), a leading risk and compliance company, announced that a large Los Angeles-based asset manager successfully used its ArcReporting® SaaS solution to create, iXBRL-tag, and live-file a Tailored Shareholder Report (TSR) on Form N-CSR, complying with the SEC's new TSR rule. This achievement demonstrates DFIN's commitment to customer success and product innovation.
DFIN is the largest SEC EDGAR filer, handling nearly 40% of investment company filings annually. The enhanced ArcReporting solution, part of DFIN's Arc Suite®, allows clients to create, assemble, validate, and transmit N-CSR filings directly from the application. This streamlined process simplifies compliance with the new TSR rule, which aims to standardize shareholder communications for retail investors.
DFIN (NYSE: DFIN), una delle principali aziende nel campo del rischio e della compliance, ha annunciato che un grande gestore patrimoniale con sede a Los Angeles ha utilizzato con successo la sua soluzione SaaS ArcReporting® per creare, etichettare in iXBRL e trasmettere in tempo reale un Rapporto Personalizzato per Azionisti (TSR) sul modulo N-CSR, rispettando la nuova normativa TSR della SEC. Questo traguardo dimostra l'impegno di DFIN per il successo dei propri clienti e l'innovazione dei prodotti.
DFIN è il maggiore dichiarante SEC EDGAR, gestendo quasi il 40% delle registrazioni annuali delle società di investimento. La soluzione ArcReporting migliorata, parte della Arc Suite® di DFIN, consente ai clienti di creare, assemblare, convalidare e trasmettere le dichiarazioni N-CSR direttamente dall'applicazione. Questo processo semplificato facilita la conformità alla nuova normativa TSR, che mira a standardizzare le comunicazioni con gli azionisti per gli investitori al dettaglio.
DFIN (NYSE: DFIN), una empresa líder en gestión de riesgos y cumplimiento, anunció que un gran gestor de activos con sede en Los Ángeles utilizó con éxito su solución SaaS ArcReporting® para crear, etiquetar en iXBRL y presentar en vivo un Informe Personalizado para Accionistas (TSR) en el formulario N-CSR, cumpliendo con la nueva norma TSR de la SEC. Este logro demuestra el compromiso de DFIN con el éxito del cliente y la innovación del producto.
DFIN es el mayor declarante de la SEC EDGAR, manejando casi el 40% de las presentaciones anuales de las empresas de inversión. La solución ArcReporting mejorada, parte de la Arc Suite® de DFIN, permite a los clientes crear, ensamblar, validar y transmitir presentaciones N-CSR directamente desde la aplicación. Este proceso simplificado facilita el cumplimiento de la nueva norma TSR, que busca estandarizar las comunicaciones con los accionistas para los inversores minoristas.
DFIN (NYSE: DFIN), 선도적인 위험 관리 및 규정 준수 기업, 로스앤젤레스에 본사를 둔 대형 자산 관리사가 자사의 SaaS 솔루션 ArcReporting®을 사용하여 맞춤형 주주 보고서(TSR)를 Form N-CSR 양식으로 작성하고, iXBRL 태그를 달아 실시간으로 제출했다고 발표했습니다. 이는 SEC의 새로운 TSR 규정을 준수한 것입니다. 이 성과는 고객 성공과 제품 혁신을 위한 DFIN의 헌신을 보여줍니다.
DFIN은 SEC EDGAR의 최대 제출자이며, 연간 투자 회사 제출의 거의 40%를 처리하고 있습니다. 향상된 ArcReporting 솔루션은 DFIN의 Arc Suite®의 일부로, 고객이 애플리케이션에서 직접 N-CSR 제출을 생성, 조립, 검증 및 전송할 수 있도록 합니다. 이 간소화된 프로세스는 소매 투자자를 위한 주주 통신의 표준화를 목표로 하는 새로운 TSR 규정을 준수하는 데 도움을 줍니다.
DFIN (NYSE: DFIN), une entreprise leader en matière de risques et de conformité, a annoncé qu'un grand gestionnaire d'actifs basé à Los Angeles a utilisé avec succès sa solution SaaS ArcReporting® pour créer, taguer en iXBRL et déposer en direct un Rapport Personnalisé pour Actionnaires (TSR) sur le formulaire N-CSR, en conformité avec la nouvelle règle TSR de la SEC. Cet accomplissement démontre l'engagement de DFIN envers le succès de ses clients et l'innovation de ses produits.
DFIN est le plus grand déposant SEC EDGAR, gérant près de 40 % des dépôts des sociétés de placement chaque année. La solution ArcReporting améliorée, partie de la Arc Suite® de DFIN, permet aux clients de créer, assembler, valider et transmettre les dépôts N-CSR directement depuis l'application. Ce processus rationalisé simplifie la conformité avec la nouvelle règle TSR, qui vise à standardiser les communications avec les actionnaires pour les investisseurs particuliers.
DFIN (NYSE: DFIN), ein führendes Unternehmen im Bereich Risiko und Compliance, gab bekannt, dass ein großer Vermögensverwalter mit Sitz in Los Angeles erfolgreich die SaaS-Lösung ArcReporting® genutzt hat, um einen Maßgeschneiderten Aktionärsbericht (TSR) im Formular N-CSR zu erstellen, iXBRL zu kennzeichnen und live einzureichen, und damit den neuen TSR-Regeln der SEC zu entsprechen. Dieser Erfolg zeigt das Engagement von DFIN für den Kundenerfolg und Produktinnovation.
DFIN ist der größte SEC EDGAR-Deklarante und bearbeitet jährlich fast 40 % der Einreichungen von Investmentgesellschaften. Die verbesserte ArcReporting-Lösung, die Teil der Arc Suite® von DFIN ist, ermöglicht es den Kunden, N-CSR-Einreichungen direkt aus der Anwendung zu erstellen, zusammenzustellen, zu validieren und zu übermitteln. Dieser optimierte Prozess vereinfacht die Einhaltung der neuen TSR-Regeln, die darauf abzielen, die Kommunikation mit den Aktionären für private Anleger zu standardisieren.
- Successfully implemented ArcReporting® for TSR filing compliance
- Largest SEC EDGAR filer with 40% market share in investment company filings
- Market leader in iXBRL tagging and filing
- Enhanced ArcReporting solution streamlines N-CSR filing process
- None.
DFIN's ArcReporting® Streamlines Preparation, iXBRL Tagging, and Filing Process for Large Asset Management Company
The SEC adopted the TSR rule to simplify and standardize shareholder communications, highlighting key information specifically for retail investors. This live filing further demonstrates DFIN's commitment to customer success and continuous product innovation.
"Delivering innovative solutions that help our clients simplify operations and stay ahead of the rapidly evolving regulatory landscape is in DFIN's DNA," said Eric Johnson, President of Global Investment Companies at DFIN.
DFIN is the largest SEC EDGAR filer by number of filings annually, with nearly
"DFIN's enhanced ArcReporting solution empowers our clients to create, assemble, validate, and transmit their N-CSR filings directly from the application – all with a streamlined dashboard view," said Floyd Strimling, Chief Product Officer at DFIN. "In the course of a year, we've adapted to the new TSR rule, simplifying a complex process and instilling confidence in our clients and their filings."
ArcReporting is part of DFIN's Arc Suite®, a robust platform designed to boost productivity, mitigate risk, and enable end-to-end, straight-through processing. Learn more about ArcReporting and TSR here: dfinsolutions.com/solutions/tailored-shareholder-reports.
About DFIN
DFIN is a leading global provider of innovative software and technology-enabled financial regulatory and compliance solutions. We provide domain expertise, enterprise software, and data analytics for every stage of our customers' business and investment lifecycles. Markets fluctuate, regulations evolve, technology advances, and through it all, DFIN delivers confidence with the right solutions in moments that matter. Learn about DFIN's end-to-end risk and compliance solutions online at DFINsolutions.com, or you can also follow us on X (formerly Twitter) @DFINSolutions or LinkedIn.
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SOURCE Donnelley Financial LLC
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