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Keyword: Fund 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

client meeting

Surveys show that the introduction of Fund Facts and CRM2 reports is achieving policy objectives

CI makes portfolio management changes

The AMF will follow up on the results of the review and may require firms to make changes to their “Fund Facts” documents

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

Although increasing compliance and regulation are perceived as burdens to many advisors and their firms, the business case for more efficient disclosure is compelling

How to help clients avoid confusion

CI makes portfolio management changes

Mackenzie and Quadrus will not have to deliver the document to clients if they’re in a program that automatically switches them to a lower-fee series

IFIC campaign encourages investors to open their statements

The research will cover activity from 2016 through 2019 and is expected to be completed by 2021