The Fundata FundRisk data suite helps mutual fund distributors meet their compliance objectives. As regulatory requirements become increasingly stringent, meeting your compliance objectives with reliable, customizable, cost-efficient risk data has become mission-critical to long-term, worry-free operational effectiveness.

At Fundata we recognize that the investment and regulatory landscape is constantly evolving and developing. With a long history in Canada’s fund marketplace, Fundata is uniquely positioned to stay ahead of the curve in meeting risk data needs and regulatory requirements. Our team of analysts is ready to work with you to customize FundRisk data packages and develop specialized risk metrics to suit your analytic and compliance needs.

Trust Canada’s leader in Prospectus Risk Ratings

Add this valuable tool to your risk-analysis kit. Fundata monitors, collects, sorts, compiles, and continually updates Prospectus Risk Ratings, based on the five-point risk scale outlined by the Ontario Securities Commission for Fund Facts requirements National Instrument 81-101F3. And because we’ve been doing it for years, it’s data you can trust.

• Canada’s first comprehensive prospectus risk rating database.
• Reliable, up-to-date risk ratings from over 11,800 fund prospectuses.
• Continual tracking, monitoring, updating, and quality control.
• Integrate with entire FundRisk Product Suite for comprehensive risk metrics package.

A full menu of risk data metrics in the FundRisk Product Suite

Fundata collects, sorts, packages, and updates a host of the most current fund risk metrics and statistics available in Canada. We’ll work with you to create a purpose-built risk data solution that perfectly fits your needs.

Standard Deviation Downside Deviation Risk vs. Return Comparison Correlation R-Squared Volatility

Alpha Beta Sharpe Sortino Treynor Information Ratio Jensen Alpha

To learn more about the customizable Fundata FundRisk packages, please contact our client services team.