Big Changes Are Coming To The Naming Rules For Funds; Here’s What Investors Need To Know

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Michelle deBoer-Jones
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Updated on

The Securities and Exchange Commission has long had rules governing the use of fund names, but now it has proposed amendments that would expand the Names Rule to include terms that describe specific strategies. If the amendment is approved, countless fund managers would have to either change their fund's name or adjust their strategy so that it complies with the strict changes governing names and strategies. Of course, the amendment is still in the proposal phase, which means fund managers and their attorneys have a chance to weigh in before anything is finalized. However, whatever happens will undoubtedly have a...

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Michelle deBoer-Jones is editor-in-chief of Hedge Fund Alpha. She also writes comparative analyses of stocks for TipRanks and runs Providence Writing Services. Previously, she was a television news producer for eight years, producing the morning news programs for NBC affiliates in Evansville, Indiana and Huntsville, Alabama and spending a short time at the CBS affiliate in Huntsville.