Access the latest news, analysis and trends impacting your business.
Explore our insights by topic:
Additional Broadridge resources:
View our Contact Us page for additional information.
Additional Broadridge resource:
Your submission has been received. We will contact you soon.
One of our sales representatives will email you about your submission.
Your sales rep submission has been received. One of our sales representatives will contact you soon.
Your submission has been received. One of our customer service representatives will contact you soon.
As a result of the Reserve Fund breaking the buck in 2008, the SEC enacted reform to Rule 2a-7 of the Investment Company Act of 1940 (the 1940 Act).
Then, the first historic low interest rates were followed by rising rates. Together, these factors have created a unique situation for boards and management charged with benchmarking money market funds over the past year.
Broadridge has worked with our 15(c) clients to overcome and get ahead of benchmarking challenges associated with shifts in the number of funds, where they invest and who can invest, along with rising rates reducing the need to waive expenses. In this white paper, we examine Rule 2a-7 reform and rising interest rates and what they mean to the board.