Sunshine Act Meetings, 8118 [2018-03799]
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8118
Federal Register / Vol. 83, No. 37 / Friday, February 23, 2018 / Notices
This Notice will be published in the
Federal Register.
Ruth Ann Abrams,
Acting Secretary.
comment letters on the proposed rule
change. This order grants approval of
the proposed rule change.
[FR Doc. 2018–03685 Filed 2–22–18; 8:45 am]
BILLING CODE 7710–FW–P
SECURITIES AND EXCHANGE
COMMISSION
Sunshine Act Meetings
TIME AND DATE OF PREVIOUSLY ANNOUNCED
MEETING: Wednesday, February 21,
2018 at 10:00 a.m.
100 F Street NE, Washington,
DC 20549.
STATUS: Open meeting.
CHANGE IN MEETING: Cancellation of
meeting.
The Open Meeting scheduled for
Wednesday, February 21, 2018 at 10:00
a.m. was cancelled.
The Office of the Secretary at (202)
551–5400.
PLACE:
Dated: February 20, 2018.
Brent J. Fields,
Secretary.
[FR Doc. 2018–03799 Filed 2–21–18; 11:15 am]
BILLING CODE 8011–01–P
SECURITIES AND EXCHANGE
COMMISSION
[Release No. 34–82730; File No. SR–
NASDAQ–2017–131]
Self-Regulatory Organizations; The
NASDAQ Stock Market LLC; Order
Granting Approval of a Proposed Rule
Change To List and Trade the Shares
of the Reinhart Intermediate Bond
NextShares Fund Under Nasdaq Rule
5745
daltland on DSKBBV9HB2PROD with NOTICES
February 16, 2018.
I. Introduction
On December 20, 2017, The NASDAQ
Stock Market LLC (‘‘Nasdaq’’ or
‘‘Exchange’’) filed with the Securities
and Exchange Commission
(‘‘Commission’’), pursuant to Section
19(b)(1) of the Securities Exchange Act
of 1934 (‘‘Act’’) 1 and Rule 19b–4
thereunder,2 a proposed rule change to
list and trade common shares (‘‘Shares’’)
of the Reinhart Intermediate Bond
NextShares Fund (‘‘Fund’’) under
Nasdaq Rule 5745. The proposed rule
change was published for comment in
the Federal Register on January 2,
2018.3 The Commission received no
1 15
U.S.C. 78s(b)(1).
CFR 240.19b–4.
3 See Securities Exchange Act Release No. 82408
(Dec. 27, 2017), 83 FR 186 (‘‘Notice’’).
2 17
VerDate Sep<11>2014
18:52 Feb 22, 2018
Jkt 244001
II. Exchange’s Description of the
Proposed Rule Change
The Exchange proposes to list and
trade the Shares of the Fund under
Nasdaq Rule 5745, which governs the
listing and trading of Exchange-Traded
Managed Fund Shares, as defined in
Nasdaq Rule 5745(c)(1). The Fund is a
series of Managed Portfolio Series and
will be advised by an investment
adviser registered under the Investment
Advisers Act of 1940 (‘‘Advisers Act’’),
as described below.4 The Exchange
represents that Managed Portfolio Series
is registered with the Commission as an
open-end investment company and has
filed a Registration Statement with the
Commission.5 Reinhart Partners, Inc.
(‘‘Adviser’’) will be the adviser to the
Fund. Quasar Distributors, LLC will be
the principal underwriter and
distributor of the Fund’s Shares. U.S.
Bancorp Fund Services, LLC will act as
the administrator and accounting agent
to the Fund. U.S. Bancorp Fund
Services, LLC will act as transfer agent
to the Fund, and U.S. Bank, NA will act
as custodian to the Fund.
The Adviser is not a registered brokerdealer, and is not affiliated with a
broker-dealer. Personnel who make
decisions on the Fund’s portfolio
composition must be subject to
procedures designed to prevent the use
and dissemination of material, nonpublic information regarding the openend fund’s portfolio.6 In the event that
4 The Commission has issued an order granting
Managed Portfolio Series and certain affiliates
exemptive relief under the Investment Company
Act of 1940. See Investment Company Act Release
No. 32893 (Nov. 28, 2017) (File No. 812–14830).
5 See Post-Effective Amendment number 316 to
the Registration Statement on Form N–1A for
Managed Portfolio Series dated Oct. 26, 2017 (File
Nos. 333–172080 and 811–22525) (‘‘Registration
Statement’’).
6 An investment adviser to an open-end fund is
required to be registered under the Advisers Act. As
a result, the Adviser and its related personnel are
subject to the provisions of Rule 204A–1 under the
Advisers Act relating to codes of ethics. This Rule
requires investment advisers to adopt a code of
ethics that reflects the fiduciary nature of the
relationship to clients as well as compliance with
other applicable securities laws. Accordingly,
procedures designed to prevent the communication
and misuse of non-public information by an
investment adviser must be consistent with Rule
204A–1 under the Advisers Act. In addition, Rule
206(4)–7 under the Advisers Act makes it unlawful
for an investment adviser to provide investment
advice to clients unless such investment adviser has
(i) adopted and implemented written policies and
procedures reasonably designed to prevent
violation, by the investment adviser and its
supervised persons, of the Advisers Act and the
Commission rules adopted thereunder; (ii)
implemented, at a minimum, an annual review
regarding the adequacy of the policies and
PO 00000
Frm 00074
Fmt 4703
Sfmt 4703
(a) the Adviser registers as a brokerdealer or becomes newly affiliated with
a broker-dealer, or (b) any new adviser
or sub-adviser to the Fund is a
registered broker-dealer or is affiliated
with a broker-dealer, such adviser or
sub-adviser will implement and will
maintain a fire wall with respect to its
relevant personnel and/or such brokerdealer affiliate, as applicable, regarding
access to information concerning the
composition of, and/or changes to, the
Fund’s portfolio and will be subject to
procedures designed to prevent the use
and dissemination of material nonpublic information regarding such
portfolio.
The Exchange has made the following
representations and statements in
describing the Fund.7 According to the
Exchange, the Fund will be actively
managed and will pursue the principal
investment strategy described below.8
A. Principal Investment Strategy
The Exchange represents that the
Fund’s investment objective is to
outperform its benchmark, the Barclays
Capital Intermediate Government/Credit
Index, measured over an entire market
cycle, while maintaining key risks
(interest rate risk, credit risk, structure
risk, and liquidity risk) similar to the
benchmark. An entire market cycle
refers to the broad economy
transitioning from a peak in economic
growth through a trough and back.
Under normal market conditions, the
Reinhart Intermediate Bond NextShares
will invest primarily in investment
grade fixed income securities. The Fund
considers a fixed income security to be
investment grade if it is rated within the
BBB-category or better by Standard &
Poor’s Ratings Services or the Baa3
category or better by Moody’s Investors
Services, Inc., or an equivalent rating by
another nationally recognized statistical
rating organization, or, if unrated,
determined by the Adviser to be of
comparable quality.
procedures established pursuant to subparagraph (i)
above and the effectiveness of their
implementation; and (iii) designated an individual
(who is a supervised person) responsible for
administering the policies and procedures adopted
under subparagraph (i) above.
7 The Commission notes that additional
information regarding Managed Portfolio Series, the
Fund, and the Shares, including investment
strategies, risks, creation and redemption
procedures, calculation of net asset value (‘‘NAV’’),
fees, distributions, and taxes, among other things,
can be found in the Notice and the Registration
Statement, as applicable. See supra notes 3 and 5,
respectively, and accompanying text.
8 According to the Exchange, additional
information regarding the Fund will be available on
a free public website for the Fund
(www.reinhartfunds.com, which may contain links
for certain information to www.nextshares.com) and
in the Registration Statement for the Fund.
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23FEN1
Agencies
[Federal Register Volume 83, Number 37 (Friday, February 23, 2018)]
[Notices]
[Page 8118]
From the Federal Register Online via the Government Publishing Office [www.gpo.gov]
[FR Doc No: 2018-03799]
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SECURITIES AND EXCHANGE COMMISSION
Sunshine Act Meetings
TIME AND DATE OF PREVIOUSLY ANNOUNCED MEETING: Wednesday, February 21,
2018 at 10:00 a.m.
PLACE: 100 F Street NE, Washington, DC 20549.
STATUS: Open meeting.
CHANGE IN MEETING: Cancellation of meeting.
The Open Meeting scheduled for Wednesday, February 21, 2018 at
10:00 a.m. was cancelled.
The Office of the Secretary at (202) 551-5400.
Dated: February 20, 2018.
Brent J. Fields,
Secretary.
[FR Doc. 2018-03799 Filed 2-21-18; 11:15 am]
BILLING CODE 8011-01-P