Fund Facts – Investment Executive https://www.investmentexecutive.com Canada's news source for financial professionals Thu, 07 Mar 2024 17:59:51 +0000 en-US hourly 1 https://wordpress.org/?v=5.9.3 https://www.investmentexecutive.com/wp-content/uploads/sites/3/2018/01/cropped-favicon-1-32x32.png Fund Facts – Investment Executive https://www.investmentexecutive.com 32 32 CSA expands ESG guidance for investment funds https://www.investmentexecutive.com/news/from-the-regulators/csa-expands-esg-guidance-for-investment-funds/ Thu, 07 Mar 2024 17:43:46 +0000 https://www.investmentexecutive.com/?p=481783 Regulators seek to combat fund industry greenwashing risks

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]]> CSA seeks to modernize fund disclosure https://www.investmentexecutive.com/news/from-the-regulators/csa-seeks-to-modernize-fund-disclosure/ Tue, 27 Sep 2022 16:28:08 +0000 https://www.investmentexecutive.com/?p=452261 Proposals would allow fund managers to post financial statements and management reports on designated websites

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]]> How to measure ETF and mutual-fund risk https://www.investmentexecutive.com/news/products/how-to-measure-etf-and-mutual-fund-risk/ Tue, 13 Sep 2022 17:00:25 +0000 https://www.investmentexecutive.com/?p=450831 A closer look at several methodologies beyond standard deviation: max drawdown, batting average and more

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]]> CSA seeks to cut frequency of fund filings https://www.investmentexecutive.com/news/from-the-regulators/csa-seeks-to-cut-frequency-of-fund-filings/ Thu, 27 Jan 2022 18:43:05 +0000 https://www.investmentexecutive.com/?p=438340 Regulators say renewing prospectuses every two years could save the industry millions annually

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]]> How are investors responding to enhanced disclosure? https://www.investmentexecutive.com/inside-track_/paul-bourque/how-are-investors-responding-to-enhanced-disclosure/ Wed, 28 Oct 2020 19:53:30 +0000 https://www.investmentexecutive.com/?p=409911 Surveys show that the introduction of Fund Facts and CRM2 reports is achieving policy objectives

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]]> AMF finds deficiencies in “Fund Facts” review https://www.investmentexecutive.com/news/from-the-regulators/amf-finds-deficiencies-in-fund-facts-review/ Fri, 19 Jan 2018 15:40:00 +0000 https://avatar.investmentexecutive.com/uncategorized/amf-finds-deficiencies-in-fund-facts-review/ The AMF will follow up on the results of the review and may require firms to make changes to their “Fund Facts” documents

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]]> CSA decides on standard deviation to classify riskiness of funds https://www.investmentexecutive.com/news/from-the-regulators/csa-decides-on-standard-deviation-to-classify-riskiness-of-funds/ Thu, 08 Dec 2016 18:35:00 +0000 https://www.investmentexecutive.com/uncategorized/csa-decides-on-standard-deviation-to-classify-riskiness-of-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

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]]> The good news about more regulation https://www.investmentexecutive.com/inside-track_/anthony-boright/the-good-news-about-more-regulation/ Thu, 24 Nov 2016 11:00:00 +0000 https://www.investmentexecutive.com/uncategorized/the-good-news-about-more-regulation/ Although increasing compliance and regulation are perceived as burdens to many advisors and their firms, the business case for more efficient disclosure is compelling

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]]> CRM2 and Fund Facts: The fit https://www.investmentexecutive.com/in-depth_/magazines/crm2-and-fund-facts-the-fit/ Tue, 27 Sep 2016 05:00:00 +0000 https://www.investmentexecutive.com/uncategorized/crm2-and-fund-facts-the-fit/ How to help clients avoid confusion

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]]> OSC grants relief from Fund Facts delivery to two firms https://www.investmentexecutive.com/news/from-the-regulators/osc-grants-relief-from-fund-facts-delivery-to-two-firms/ Fri, 26 Aug 2016 15:30:00 +0000 https://www.investmentexecutive.com/uncategorized/osc-grants-relief-from-fund-facts-delivery-to-two-firms/ 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

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