Posts Tagged ‘Fund Facts’

Illiquidity may be floating rate funds’ biggest risk

By Dan Hallett on July 30th, 2014

Floating Rate Debt (FRD) is getting an increasing amount of attention.  Over the past year, several new products have been launched focusing on floating rate debt such as leveraged loans and so-called senior loans.  All pay floating rates of...

Fund risk rating change highlights need for reform

By Dan Hallett on April 4th, 2014

I have written many times over the past several years about the shortcomings of the prevailing method of assessing and communicating risk to mutual fund investors.  It’s a non issue for HighView’s business so I’m careful not to...

Industry risk rating failing investors of floating rate note funds

By Dan Hallett on September 17th, 2013

Floating rate note (FRN) funds are gaining in popularity because of their marketed ‘promise’ to protect capital during periods of rising interest rates.  In Canada since the mid-2000s, FRN funds invest mainly in corporate loans bearing...

Fund Facts a good start, but risk rating & suitability get thumbs-down

By Dan Hallett on July 13th, 2011

A new regulatory initiative – i.e. Mutual Fund Point of Sale – was launched this year in an attempt to better inform investors about the investment funds in which they invest.  The key feature of this Point of Sale initiative was to...

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