Sohhyun Jo on Muck Rack

Sohhyun Jo

As seen in: JD Supra, Lexology, KL Gates
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Articles

Fast Track to Fine-Tuned: How the SEC's New Form N-PORT Proposed Amendments Refine the Rules for Fund Reporting | JD Supra

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By Thoreau A. Bartmann, Sohhyun Jo
| JD Supra
On 18 February 2026, the US Securities and Exchange Commission (the SEC) proposed yet another set of amendments to reporting requirements on Form N-PORT (the 2026 Proposal).1 Currently, Form N-PORT (the Form) is used by certain registered open-end and closed-end funds.2 Reports on Form N-PORT provide monthly information about a fund’s portfolio holdings, as well as related information to help assess a fund’s risks, including investment risks (e.g., interest rate risk, credit risk, and...
Open in Who Shared Issue with article?

Fast Track to Fine-Tuned: How the SEC's New Form N-PORT Proposed Amendments Refine the Rules for Fund Reporting

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By Thoreau A. Bartmann, Christine Mikhael, Sohhyun Jo
| KL Gates
On 18 February 2026, the US Securities and Exchange Commission (the SEC) proposed yet another set of amendments to reporting requirements on Form N-PORT (the 2026 Proposal).1 Currently, Form N-PORT (the Form) is used by certain registered open-end and closed-end funds.2 Reports on Form N-PORT provide monthly information about a fund’s portfolio holdings, as well as related information to help assess a fund’s risks, including investment risks (e.g., interest rate risk, credit risk, and...
Open in Who Shared View Duplicates (2) Issue with article?

Fast Track to Fine-Tuned: How the SEC's New Form N-PORT Proposed Amendments Refine the Rules for Fund Reporting

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By Thoreau A. Bartmann, Christine Mikhael, Sohhyun Jo
| Lexology Verified
On 18 February 2026, the US Securities and Exchange Commission (the SEC) proposed yet another set of amendments to reporting requirements on Form N-PORT (the 2026 Proposal).1 Currently, Form N-PORT (the Form) is used by certain registered open-end and closed-end funds.2 Reports on Form N-PORT provide monthly information about a fund’s portfolio holdings, as well as related information to help assess a fund’s risks, including investment risks (e.g., interest rate risk, credit risk, and...
Open in Who Shared Issue with article?
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