Risk rating – Investment Executive https://www.investmentexecutive.com Canada's news source for financial professionals Wed, 06 Nov 2024 17:05:33 +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 Risk rating – Investment Executive https://www.investmentexecutive.com 32 32 OSC reviews funds’ risk ratings, ETF regulation https://www.investmentexecutive.com/news/from-the-regulators/osc-reviews-funds-risk-ratings-etf-regulation/ Wed, 06 Nov 2024 17:05:33 +0000 https://www.investmentexecutive.com/?p=496149 Regulator examines use of discretion in ratings, following OBSI alert

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5 guidelines for investing in private credit https://www.investmentexecutive.com/insight/columns/5-guidelines-for-investing-in-private-credit/ Wed, 30 Aug 2023 19:00:56 +0000 https://www.investmentexecutive.com/?p=470848 This unique, illiquid asset class demands a risk-conscious approach

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Fitch downgrades US credit rating, citing mounting debt and political divisions https://www.investmentexecutive.com/news/research-and-markets/fitch-downgrades-us-credit-rating-citing-mounting-debt-and-political-divisions/ Wed, 02 Aug 2023 17:32:14 +0000 https://www.investmentexecutive.com/?p=469633 New rating, AA+, is still considered well into investment grade

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New FCA rules ease retail access to long-term funds https://www.investmentexecutive.com/news/from-the-regulators/new-fca-rules-ease-retail-access-to-long-term-funds/ Thu, 29 Jun 2023 18:52:38 +0000 https://www.investmentexecutive.com/?p=468159 Rules aim to expand availability of risky, illiquid investment funds

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Investors’ risks are high and rising, ESMA warns https://www.investmentexecutive.com/news/from-the-regulators/investors-risks-are-high-and-rising-esma-warns/ Thu, 09 Feb 2023 20:36:56 +0000 https://www.investmentexecutive.com/?p=460104 Accumulating threats and weak liquidity may test systemic stability, U.K. regulators say

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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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SLGI to ditch DSCs, trailing commissions paid to OEO dealers https://www.investmentexecutive.com/news/products/slgi-to-ditch-dscs-trailing-commissions-paid-to-oeo-dealers/ Wed, 14 Jul 2021 21:31:01 +0000 https://www.investmentexecutive.com/?p=425460 The firm is also renaming certain mutual funds and eliminating the O series of nine funds

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Morningstar launches tool to help frame clients’ risk tolerance https://www.investmentexecutive.com/news/products/morningstar-launches-tool-to-help-frame-clients-risk-tolerance/ Fri, 09 Jul 2021 17:21:09 +0000 https://www.investmentexecutive.com/?p=425096 Investors can see how well their risk expectations match up with the risk profiles of their portfolios

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Wealthsimple adds ‘risky’ label to certain stocks https://www.investmentexecutive.com/news/industry-news/wealthsimple-adds-risky-label-to-certain-stocks/ Fri, 29 Jan 2021 18:03:45 +0000 https://www.investmentexecutive.com/?p=415134 Alongside GameStop shares, BlackBerry stocks also carry a warning

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BMO announces changes to several ETFs https://www.investmentexecutive.com/news/products/bmo-announces-changes-to-several-etfs/ Tue, 14 Jan 2020 16:48:33 +0000 https://www.investmentexecutive.com/?p=393521 An index change, lower risk ratings and clarifications on investment objectives were announced this week

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