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Keyword: Account statements

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Focus on Mutual Funds Special Report

U.S. research finds that benchmarks matter in fund performance reporting

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Several dealers saw upticks in their ratings after upgrading their statements and client portals, but shortcomings persist

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SRO review finds a variety of reasons for botched return calculations

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Some investors may see a zero on their June 30 statements

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Fund dealers were advised to examine their client reports for unusual or incorrect information

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A new report examines cooperation to ensure the safety and efficiency of financial market infrastructures

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Overloading investors with information can be counterproductive

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IFIC partners with BEworks to examine investment cost and performance statements

  • August 16, 2018 October 17, 2019
  • 15:35
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An overabundance of information and the move away from consolidation of information has resulted in a surge of complaints

Bridgehouse, Morningstar to introduce managed investments program

The proposed new rule would require mutual fund dealers to include the MFDA logo on their client account statements on websites