Don’t wait for the regulators to find deficiencies in your risk disclosures. Be proactive by contacting us today. Fundata’s team of analysts has developed a suite of reliable metrics to assist our clients in measuring risk. Fundata collects and tracks the following:

Prospectus risk
Collected directly from the prospectuses of all Canadian investment funds issued by prospectus. Fundata gathers and reviews the prospectuses of investment funds to map the text of the risk rating using current industry guidelines.

Time horizon
Collected directly from the investment fund’s prospectus. Fundata has reviewed and gathered the time horizon text of funds and mapped them to an appropriate scale.

Volatility
We developed a volatility ranking to allow advisors to determine the variability of a fund’s return and how this volatility compares with other funds.