Fundata’s risk data package helps mutual fund distributors meet their compliance objectives. As regulatory requirements become increasingly stringent, meeting your compliance objectives in a cost efficient manner is becoming critical to the long term success of mutual fund distributors.

At Fundata we recognize that the investment landscape is constantly evolving and Modern Portfolio Theory is continually developing. Therefore our team of analysts are ready to expand our risk data packages and able to develop custom risk measurements that suit your compliance needs.

Fundata also collects Prospectus risk data directly from the Prospectuses of all Canadian investment funds issued by prospectus. The analysis of risk factors is the responsibility of the fund companies. Fundata gathers and reviews the prospectuses of over 9,000 investment funds. The Prospectus risk rating text is mapped to the established IFIC Risk Scale, ranging from 0-Very Low Risk to 5-High Risk.