ETF Facts – Investment Executive https://www.investmentexecutive.com Canada's news source for financial professionals Thu, 19 Sep 2024 19:35:45 +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 ETF Facts – Investment Executive https://www.investmentexecutive.com 32 32 CSA seeks fund disclosure overhaul https://www.investmentexecutive.com/news/from-the-regulators/csa-seeks-fund-disclosure-overhaul/ Thu, 19 Sep 2024 19:35:45 +0000 https://www.investmentexecutive.com/?p=493111 Regulators propose new streamlined fund reports

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]]> 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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]]> CSA reminds investors to look out for ETF Facts https://www.investmentexecutive.com/news/products/csa-reminds-investors-to-look-out-for-etf-facts/ Mon, 05 Nov 2018 19:00:32 +0000 https://www.investmentexecutive.com/?p=357965 Distribution of disclosure documents for ETFs begins in December

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]]> ETF providers must start filing “ETF Facts” on Sept. 1 https://www.investmentexecutive.com/news/products/etf-providers-must-start-filing-etf-facts-on-sept-1/ Thu, 31 Aug 2017 18:45:00 +0000 https://www.investmentexecutive.com/uncategorized/etf-providers-must-start-filing-etf-facts-on-sept-1/ The new documents share many similarities to Fund Facts for mutual funds, but contain information specific to ETFs as they’re traded on exchanges

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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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]]> Extending mutual fund regulation principles beyond funds https://www.investmentexecutive.com/in-depth_/special-reports/extending-mutual-fund-regulation-principles-beyond-funds/ Tue, 10 May 2016 16:45:00 +0000 https://www.investmentexecutive.com/uncategorized/extending-mutual-fund-regulation-principles-beyond-funds/ Some insurance products and ETFs are in regulators’ sights

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]]> CSA proposes standardized risk classification methodology for funds https://www.investmentexecutive.com/news/from-the-regulators/csa-proposes-standardized-risk-classification-methodology-for-funds/ Thu, 10 Dec 2015 17:20:00 +0000 https://www.investmentexecutive.com/uncategorized/csa-proposes-standardized-risk-classification-methodology-for-funds/ The recommendation for both mutual funds and ETFs largely follows the approach that’s already widely in use

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