The SEC has granted a six-month extension for compliance with the amended Investment Company Act “Names Rule,” which ensures fund investments align with their advertised ESG or sustainability strategies.

• Larger funds (>$1 billion in net assets) must comply by June 11, 2026.
  

• Smaller funds (<$1 billion in assets) have until December 11, 2026.
  

This phased approach aims to reduce operational costs. The Names Rule requires that at least 80% of a fund’s investments align with its stated objectives, such as ESG or sustainability themes.

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