Many firms use discretion to set ratings, some lack policies, CSA finds
Regulators propose new streamlined fund reports
Regulators seek to combat fund industry greenwashing risks
Proposals would allow fund managers to post financial statements and management reports on designated websites
A closer look at several methodologies beyond standard deviation: max drawdown, batting average and more
Regulators say renewing prospectuses every two years could save the industry millions annually
Distribution of disclosure documents for ETFs begins in December
The new documents share many similarities to Fund Facts for mutual funds, but contain information specific to ETFs as they’re traded on exchanges
The new requirements for Fund Facts and the newly announced ETF Facts would come into effect in March and will be required as of September
Some insurance products and ETFs are in regulators’ sights