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SEC Division of Examinations Announces 2021 Examination Priorities | Troutman Pepper


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On March 3, the U.S. Securities and Exchange Commission’s (SEC) Division of Examinations (Division), formerly known as the Office of Compliance Inspections and Examinations, announced its examination priorities for fiscal year 2021. The Division publishes the report annually to identify areas where it believes potential risks to investors and U.S. capital markets may exist. This year’s report focused particularly on climate-related risks, conflicts of interests for brokers and investment advisers, and attendant risks related to fintech.
Below find a summary of the Division’s 2021 examination priorities. ....

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SEC 2021 National Exam Program Examination Priorities | McGuireWoods LLP


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On March 3, 2021, the Securities and Exchange Commission’s Division of Examinations (EXAMS) (formerly the Office of Compliance Inspections and Examinations (OCIE) released its 2021 examination priorities[1].
Notably, while the majority of the examination priorities echo OCIE priorities from prior years, this year’s EXAMS priorities include a greater focus on climate-related risk and environmental, social, and governance (ESG) matters. This is consistent with the Commission’s increased emphasis on ESG matters in other contexts, as well as that of other regulators. This year’s priorities also include examinations relating to Regulation Best Interest (Reg BI) compliance, considerations relating to the impacts of the COVID-19 pandemic and a continued focus on complex products. ....

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SEC.gov | SEC Division of Examinations Announces 2021 Examination Priorities


Enhanced Focus on Climate-Related Risks
FOR IMMEDIATE RELEASE
Washington D.C., March 3, 2021
The Securities and Exchange Commission’s Division of Examinations today announced its 2021 examination priorities, including a greater focus on climate-related risks. The Division will also focus on conflicts of interest for brokers (Regulation Best Interest) and investment advisers (fiduciary duty), and attendant risks relating to FinTech in its initiatives and examinations. The Division publishes its examination priorities annually to provide insights into its risk-based approach, including the areas it believes present potential risks to investors and the integrity of the U.S. capital markets. 
“This year, the Division is enhancing its focus on climate and ESG-related risks by examining proxy voting policies and practices to ensure voting aligns with investors’ best interests and expectations, as well as firms’ business continuity plans in ....

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SEC Division Of Examinations Announces 2021 Examination Priorities - Enhanced Focus On Climate-Related Risks


SEC Division Of Examinations Announces 2021 Examination Priorities - Enhanced Focus On Climate-Related Risks
Date
03/03/2021
The Securities and Exchange Commission’s Division of Examinations today announced its 2021 examination priorities, including a greater focus on climate-related risks. The Division will also focus on conflicts of interest for brokers (Regulation Best Interest) and investment advisers (fiduciary duty), and attendant risks relating to FinTech in its initiatives and examinations. The Division publishes its examination priorities annually to provide insights into its risk-based approach, including the areas it believes present potential risks to investors and the integrity of the U.S. capital markets. 
“This year, the Division is enhancing its focus on climate and ESG-related risks by examining proxy voting policies and practices to ensure voting aligns with investors’ best interests and expectations, as well as firms’ business conti ....

City Of , United Kingdom , Pete Driscoll , Allison Herren Lee , National Securities Exchanges , Financial Technology Fintech , Investment Companies , Bank Offered Rate , Exchange Commission Division Of Examinations , Exchange Commission , Regulation Best Interest , Acting Chair Allison Herren , Division Director Pete , Including Seniors , Those Saving , Fiduciary Duty Compliance , Operational Resiliency , Including Digital Assets , Money Laundering Programs , London Interbank Offered Rate , Areas Relating , Investment Advisers , Including Mutual Funds , Private Funds , Areas Involving Broker Dealers , Municipal Advisors ,