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Rule 18f-4 to regulate use of derivatives by funds

On 28 October 2020, the U.S. Securities and Exchange Commission voted on Rule 18f-4. This regulatory framework addresses the use of derivatives by registered Funds and Business Development Companies. The effective date was on 19 February 2021 and the compliance date is on 19 August 2022, few months to comply with the rule and related reporting requirements.

Rule 18f-4 requires extensive modeling, daily computations of risk metrics and compliance monitoring. Discover our solution providing funds managers a transparent modeling tools and automated processes, by producing high-quality analytics and reports, keys to controlled costs.

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