Clients like the uniform presentation of information on the forms between fund companies
Fundata’s FundGradeA+ Rating ranks the “best of the best” over the past year
Association helping firms prepare for Client Relationship Model, Fund Facts delivery
IOSCO publishes final report regarding the suspension of redemptions by collective investment schemes
Mandate of funds expanded to include high yield debt
American Century Investment Management appointed sub-advisor to four portfolios
Securities regulators have struggled mightily to improved point-of-sale disclosure for mutual funds
RBC North American Dividend Fund to get new name
Stewardship grades updated for 26 fund companies
The review is intended to examine how closely a fund’s stated investment objectives and strategies are implemented over time