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Keyword: ETF Facts

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advisor client meeting

Regulators propose new streamlined fund reports

ESG dividends

Regulators seek to combat fund industry greenwashing risks

business man using magnifying glass to inspect documents

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

  • By: Rudy Luukko
  • September 13, 2022 September 7, 2022
  • 13:00

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

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