CHICAGO--(BUSINESS WIRE)--
Donnelley Financial Solutions (NYSE: DFIN), a leading provider of risk
and compliance solutions, today announced a new strategic arrangement
with MSCI Inc. (NYSE: MSCI), a leading provider of research-based
indexes and analytics, to provide a reporting solution helping
investment managers and fund administrators comply with new Securities
and Exchange Commission (SEC) modernization requirements.
With the SEC’s Reporting Modernization Rules, which go into effect on
June 1, 2018, U.S. mutual funds and other registered investment funds
are required to gather more extensive information at a higher frequency
– including additional reference and taxonomy data and risk metrics – to
meet their monthly Form N-PORT requirements. Under the agreement, MSCI
will provide financial market data and risk metrics that will feed into
Donnelley Financial Solutions’ ArcFiling data platform to streamline the
reporting process and help support compliance.
“Fund managers are facing increased reporting requirements associated
with the new SEC regulations,” said Eric Johnson, President of Global
Investment Markets at Donnelley Financial Solutions. “We are very
pleased to collaborate with MSCI—a leading provider of portfolio
analysis tools—to efficiently comply with the new regulations. The
combination of MSCI’s data and Donnelley Financial Solutions’ expertise
will allow our clients to better manage and understand their data,
calculate risks, and build an efficient reporting process.”
“As the SEC compliance deadline approaches, asset managers are
finalizing their implementation plans. MSCI seeks to help them establish
prudent liquidity risk management practices and efficient reporting
solutions,” said Jorge Mina, head of MSCI analytics. “We are excited to
work with Donnelley Financial Solutions to deliver a broad offering that
will help companies meet regulatory requirements more effectively.”
About Donnelley Financial Solutions
With the right solutions in moments that matter, Donnelley Financial
Solutions (NYSE: DFIN) delivers risk and compliance solutions that fuse
deep industry experience, unparalleled service, and elegant technologies
to provide our clients with insights that power their decisions and
shape global markets. The company has 3,500 employees in 61 locations
across 18 countries, serving thousands of clients globally. For more
information about Donnelley Financial Solutions, visit www.dfsco.com.
About MSCI
For more than 40 years, MSCI’s research-based indexes and analytics have
helped the world’s leading investors build and manage better portfolios.
Clients rely on our offerings for deeper insights into the drivers of
performance and risk in their portfolios, broad asset class coverage and
innovative research.
Our line of products and services includes indexes, analytical models,
data, real estate benchmarks and ESG research.
MSCI serves 99 of the top 100 largest money managers, according to the
most recent P&I ranking.
For more information, visit us at www.msci.com.
View source version on businesswire.com: http://www.businesswire.com/news/home/20180315005071/en/
Investor Contact:
Sloan Bohlen
Solebury Communications
Group
investors@dfsco.com
Source: Donnelley Financial Solutions