Financial Market Insights

  An asset management press release can pass as routine news in one setting and be treated as a promotion in another. Before it goes out, check three things: where each number comes from, which rules apply to its audience, and whether compliance has signed off. Most compliance guidance written for asset managers covers firm-wide programmes, audit preparation and software tools. Very little of it addresses the single document that reaches journalists, allocators and prospects: the press release. This guide fills that gap with a practical, release-level checklist covering the US, UK and EU. For the case on why most asset management press releases get passed over, read our pillar article first, then use this page to confirm yours is ready. Quick checklist State the AUM basis and as-of date. Show net performance wherever gross performance appears. Match the headline to the fund's compliant name. Name the structure, regulator and eligible ...

  Financial disclosure explainer · Last updated October 1, 2026 · 6 min read Short answer: the filing is the official record. An earnings press release is the company's first, unaudited announcement of the same results. It usually arrives first and gets the headlines, but the filing carries the legal weight and the reviewed numbers. Key takeaways A US earnings press release is typically furnished on Form 8-K. "Furnished" is a lighter legal status than "filed." Interim financial statements in a Form 10-Q are reviewed by an independent auditor, and annual statements in a Form 10-K are audited. A press release carries neither. The SEC's May 2026 semiannual proposal could widen this gap, because companies might keep issuing quarterly releases without quarterly reviewed filings. Reporting rules differ by market, so check which regime a company actually reports under. Why the Earnings Press Release Comes First, and Why That Matters Most people m...