Insights, Archived
Research, white papers and articles

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

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

Modernization of Beneficial Ownership Reporting
Overview, Whether to File a Schedule 13D or 13G, Schedule 13D Amendments, Schedule 13G Amendments, Other Amendments to Regulation 13D-G and Regulation S-T, Compliance Dates

CSA MI 93-101 Derivatives: Business Conduct
Overview, Derivatives Firms and Activities Covered, Timelines, Structure of the Instrument, Additional Requirements of Compliance and Recordkeeping, Exemptions