Refinitiv | FundApps Shareholding Disclosure Webinar

De-risk your shareholding disclosure process with future-proof data and automation strategies that set you up for success

In the US and beyond, shareholding disclosure is subject to frequent regulatory shifts. With each change comes a new set of risks and demands placed on investment managers.

To safeguard against the financial, legal and reputational risks that come with incorrect filings, it’s more important than ever for investment managers to have the right data and technology at hand.

In this on demand webinar, Refinitiv and FundApps experts provide valuable insight into the state of shareholding disclosure regulation and the new challenges faced by investment managers – demonstrating how having the right data and technology is the key to de-risking your disclosure process and ensuring compliance. We cover:

The state of shareholding disclosure in the US and beyond
What investment managers need to consider when entering new markets
New data challenges surrounding shareholding disclosure – and how address them
How the increased reliance on automation is driving a need for higher quality data
Strategies for future-proofing shareholding disclosure reporting

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Webinar Details

Date Recorded: September 27, 2023

Length: 60 minutes

Speakers:

Ebbe Filt, Subject Matter Expert, FundApps

Janardhan Yalapalli, Manager, Corporate Actions Data, Refinitiv, an LSEG Business

Terry Kaim, Global Director, Sales Strategy and Execution, Refinitiv, an LSEG Business

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Our Speakers

Ebbe Filt

Subject Matter Expert

FundApps

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Janardhan Yalapalli

Manager, Corporate Actions Data

Refinitiv

VIEW BIO

Terry Kaim

Global Director,

Sales Strategy & Execution

Refinitiv

VIEW BIO

About Our Partner

As one of the original RegTech pioneers, FundApps was founded in 2010 with first-hand experience of the ever-increasing regulatory burden.

Equipped with the insight that each and every asset manager needlessly struggles with the same tasks to comply with the same regulation, FundApps combined cloud computing and regulatory expertise to launch the first Compliance-As-A-Service (CaaS) for financial institutions.

Today, FundApps helps make compliance simple for over one hundred of the largest financial institutions and monitors US$17 trillion daily in assets on behalf of its clients.