The XBRL Taxonomy Element Guide will help identify which elements (tags) are available when reviewing your iXBRL filing. The list was created using the CEF 2024 taxonomy, which was released by the SEC on March 18, 2024. The CEF 2025 taxonomy released March 17, 2025, contains the same contents as the CEF 2024 taxonomy. We recommend using the most recent version of the CEF taxonomy to ensure you incorporate the latest XBRL tags.

Over the past few years, the SEC has issued a wave of regulations that have increased the demands for structured data. The updated disclosure regulations requiring iXBRL tagging for all business development companies (BDCs) and registered closed-end investment companies (registered CEFs), including interval funds, follow that trend.

Over the past few years, the SEC has issued a wave of regulations that have increased the demands for structured data. The updated disclosure regulations requiring iXBRL tagging for variable insurance products follow that trend.

Keeping track of EDGAR filing deadlines, peak periods and market holidays is always a challenge. With 2022 right around the corner, we’ve made the planning process a bit easier with our new 2022 Investment Companies Regulatory Calendar to keep you better informed and on track.

Download the 2022 Investment Companies Regulatory Calendar below to plan for upcoming deadlines and even get your team ready for 2022.

In recent years the FinTech industry has experienced significant changes on every front, from increased regulatory requirements to growing investor expectations. In this article, Eric Johnson, DFIN’s president of Global Investment Companies, addresses the top issues facing fund and asset companies heading into 2022.

At this time last year, the outlook for 2021 was heavily influenced by the global pandemic and how FinTech companies were pivoting to meet shifting needs. How did DFIN see that play out over the last 12 months?

In moments that matter, DFIN comes through. Delivering our cloud-based solutions to help you work securely in any environment, from wherever you are. DFIN’s Arc Suite is agile to adapt to the ever-changing regulatory environment with reports tailored for any region. For today and tomorrow, DFIN has you covered.

DFIN Input to Rule 498A Could Open the Door to Apps Industry-wide

When rule 30e-3 (also known as the E-Delivery Rule) came into effect, DFIN applauded the cautious step forward but encouraged the SEC to accelerate the wide adoption of modern technology (Read more at Looking Beyond the SEC’s New E-Delivery Rule).

Be confident in your XBRL filings. We spoke to SEC representatives, reviewed the SEC rule requirements and guidance documents to help summarize what you need to know. Find answers to the most frequently asked questions regarding Risk/Returns of your XBRL filings and understand the most important aspects that require your attention.

ArcPro®, the industry’s leading content management software, modernizes the process of creating and updating your shareholder communications. ArcPro offers intuitive, cloud-based workflow tools and managerial dashboards to streamline the review and approval process for prospectus building and a wide range of other regulatory communications.