entity · derived

Reporting thresholds

4 claims across 2 works, 2016–2016.

Derived node: assembled mechanically from the claims carrying reporting-thresholds. A roster, not an adjudicated definition.

Every claim under this term

2732915-031 2016 empirical: The largest group of respondents prefers an assets under management size between $500 million and $1 billion, and no clear majority preference emerges around the $1.5 billion Form PF quarterly reporti
2732915-032 2016 empirical: A majority of adviser respondents, 66.7 percent, did not take the $1.5 billion Form PF quarterly reporting threshold into account when determining the appropriate assets under management for the funds
2739479-030 2016 empirical: Sensitivity to the Form PF quarterly reporting threshold rose sharply: only 19 percent of 2012 respondents took the $1.5 billion threshold into account, compared with 33 percent in 2015.
2739479-031 2016 mechanism: Because quarterly Form PF filing costs roughly $10,000 per reporting fund, the $1.5 billion threshold that triggers quarterly filing gives advisers a direct cost reason to factor that threshold into t