Sullivan & Cromwell LLP Logo
  • Home
  • Lawyers
  • Practices
  • Insights
  • About
  • Careers
  • Alumni
  • Twitter icon
  • LinkedIn icon
  •  icon
  • Podcasts icon
© 2025 Sullivan & Cromwell LLP
    • Home
    • Lawyers
    • Practices
    • Insights
    • About
    • Careers
    • Alumni
    Home /  Insights /  Memos, Newsletters And Alerts /  Memo
    S&C Memos

    SEC Significantly Expands Fund ‘Names Rule’

    Full Memo
    • Related Practices
    October 9, 2023

    Final Amendments Expand Existing Requirements to Broader Range of Funds and Increase Disclosure and Other Obligations of Funds Subject to the Rule

    On September 20, 2023, the SEC voted 4 to 1 (Commissioner Uyeda dissenting) to adopt amendments (the “Final Amendments”) to Rule 35d-1 (the “Names Rule”) under the Investment Company Act of 1940. The Names Rule, which was originally adopted in 2001, is designed to prevent the name of a registered investment company or business development company (“BDC” and, together, a “fund”) from misrepresenting the fund’s investments and risks. The Final Amendments, the first SEC rulemaking addressing fund names that refer to environmental, social or governance (“ESG”) criteria to be finalized, significantly expand the scope of the Names Rule, raise many interpretive issues as to whether a certain name conveys an investment strategy, focus or theme, and will impose substantial compliance costs, including from additional reporting obligations, on funds.

    Read More

    Read More
    Stay Updated

    Subscribe to stay current on S&C Insights.

    Related Practices

    • Capital Markets
    • Environmental, Social and Governance (ESG)
    • Financial Services
    • Investment Management
    Sullivan & Cromwell LLP Logo
    • Twitter icon
    • LinkedIn icon
    • RSS Feed icon
    • Podcasts icon
    • Home
    • Contact Us
    • Information Policy Relating to Cookies
    • Privacy Policy
    • California Privacy Policy
    • Website Notice
    • Attorney Advertising Notice
    © 2025 Sullivan & Cromwell LLP