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Keyword: ETF Facts

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business man using magnifying glass to inspect documents

Proposals would allow fund managers to post financial statements and management reports on designated websites

Businessman Walk Over Cliff Gap Risk Mountain Balancing Flat Illustration

A closer look at several methodologies beyond standard deviation: max drawdown, batting average and more

  • By: Rudy Luukko
  • September 13, 2022 September 7, 2022
  • 13:00
Grand opening, cutting red ribbon

Regulators say renewing prospectuses every two years could save the industry millions annually

Casual person using tablet to analyse financial dashboard

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

Empire Life expands digital applications to seg funds

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

The recommendation for both mutual funds and ETFs largely follows the approach that’s already widely in use

Many of the concerns relate to differences in how mutual funds and ETFs are traded and priced

Mutual fund rules are coming to exchange-traded funds