• Overview
  • Mutual Funds
  • Institutional Investment

    • Investment Markets Services Overview

    The Securities and Exchange Commission issued an adopting rule amendment that requires mutual funds to provide the risk/return summary section of their prospectuses to the SEC and on their websites in interactive data format using XBRL.

    The Commission also requires institutional investment managers to file quarterly reports of their holdings with the SEC on Form 13F electronically through the EDGAR system.

    Vintage Filings offers accurate and affordable solutions to help professional investment organizations keep in SEC compliance.

     

    Mutual Funds

    Mutual funds have their own XBRL taxonomies and strict regulatory requirements in regard to filing and communicating their risk/return.

    The Vintage Filings team delivers over 18 years of cululative expertise navigating the alphabet soup of mutual fund compliance.

    Learn more about our services for Mutual Funds.

    Institutional Investment

    Vintage Filings offers uncomplicated and affordable EDGAR filing for institutional investment managers and any entity that either invests in, or buys and sells, securities for its own account.

    Some examples of institutional investment managers include:

    • Registered investment advisors
    • Banks
    • Broker/dealers
    • Insurance companies

    However, the definition is not limited to registered entities. It includes corporations and pension funds that manage their own investment portfolios. It also includes investment advisors to hedge funds and other private investment advisors.

    Learn more about our services for Institutional Investment.