Experiment finds investors lured by ESG ratings they don't understand
Regulators propose new streamlined fund reports
Regulators seek to combat fund industry greenwashing risks
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
Regulators say renewing prospectuses every two years could save the industry millions annually
Surveys show that the introduction of Fund Facts and CRM2 reports is achieving policy objectives
The AMF will follow up on the results of the review and may require firms to make changes to their “Fund Facts” documents
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