Insights, Archived


Research, white papers and articles

Corporate Sustainability Reporting Directive (CSRD)
Charlene Fong Charlene Fong

Corporate Sustainability Reporting Directive (CSRD)

Overview, CSRD Minimum Disclosure Requirements, Regulatory Timelines, Purpose and overview of European Sustainability Reporting Standards (ESRS), Example of ESRS Sustainability Statement Structure & Disclosures

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SEC Rule 13f-2: Enhancing Short Sale Disclosure
Charlene Fong Charlene Fong

SEC Rule 13f-2: Enhancing Short Sale Disclosure

Overview, Form SHO Reporting, Securities In Scope of Rule 13f-2, Calculation Methodology for Each Reporting Threshold, Form SHO Information Tables, Public Reporting by the SEC, Amendment to the CAT NMS Plan

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