Speech by SEC Commissioner: Statement at SEC Open Meeting Regarding
Proposing Release on Short Term Borrowings Disclosure and Guidance on
Presentation of Liquidity and Capital Resources Disclosures in
MD&A
by
Commissioner Kathleen L. Casey
U.S. Securities and Exchange Commission
Washington, D.C. September 17, 2010
I join the Chairman in thanking the Staff of the Division of
Corporation Finance for its good work on the Proposing Release and the
Guidance on MD&A before us today. I would also like to thank the other
Divisions and Offices that contributed to these releases.
As the Chairman, Meredith and Christine have already discussed, we are
proposing rules that would expand and enhance the quantitative data about
short-term borrowings that bank holding companies currently provide, apply
this disclosure requirement to all registrants that are required to
provide MD&A, and require a qualitative discussion of these data in
registrants' MD&A.
Because short-term financing arrangements can fluctuate significantly
within a reporting period, investors may benefit from expanded disclosures
that would provide a better understanding of the extent and nature of a
company's use of, and reliance upon, short-term borrowings. In particular,
increased information about a company's short-term borrowings may enable
investors to assess a company's ability to weather a disruption in access
to these sources of liquidity.
The financial crisis highlighted the importance to investors of
information about companies' liquidity constraints. While our current
rules require disclosure and discussion relating to a company's liquidity,
capital resources and short- and long-term contractual obligations, I
believe our rules can be improved to ensure that investors have access to
information relating to short-term borrowings that would be important to
their investment decisions.
Our proposal today provides a good starting point for considering how
to improve companies' disclosures of short-term borrowings, and I look
forward to reviewing comments from investors, issuers and other market
participants about how these proposals can be improved. In particular, the
release presumes that the robust proposed short-term borrowings disclosure
and discussion will be valuable to investors with respect to financial
companies and non-financial companies alike, but the release contains
extensive questions on both the value of these additional disclosures to
investors and the costs and burdens of providing them. As always, I will
be keenly interested in comments regarding whether we have properly
balanced these considerations.
In addition to the Proposing Release, we are providing Guidance today
on the Presentation of Liquidity and Capital Resources Disclosure in
MD&A. I hope that this Guidance will promptly lead to improved
transparency into the liquidity and funding risks facing registrants and,
in turn, better-informed investment decisions by investors.
Thanks once again to the staff, especially Christine, Paula, Felicia,
Meredith, Wayne and Stephanie, for their excellent work on these releases.
I have no questions.
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