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Croesus has been providing wealth management solutions since 1987. Currently, more than 10,000 investment professionals use its solutions to manage $900 billion in assets. Croesus offers an evolving platform that delivers portfolio management and business intelligence solutions as well as integration tools.
Recent innovations in portfolio rebalancing now include value-added features that improve the productivity of professionals and wealth management and compliance teams.
Will the financial world of tomorrow be driven by AI or do humans still have a part to play?
Several changes and adjustments are foreseen for advisors, brokerage firms, and banks.
Where client satisfaction was once the mantra of successful organizations, we have now seen a definitive shift to client experience.
National Bank Investments Inc. (NBI) is an investment fund management firm committed to offering a full range of diversified investment solutions and services designed to help investors meet their financial goals. Being a reputable top-tier asset manager, our open architecture structure allows us to select first-rate investment talent from top global management firms.
NBI aims to be an accelerator promoting the growth and development of investment solutions and services with the objective of positively impacting the lives of investors. NBI offers the first platform of actively managed solutions based on the UN Sustainable Development Goals in Canada.
These instruments preserve capital, offer stable income and protect against volatility.
Advisors have a great opportunity to share their knowledge with clients
Addenda Capital is a privately-owned investment management firm with more than $40 billion in assets under management. Recognized as a leader in sustainable investing, Addenda favours a sustainable approach to wealth creation. Addenda integrates ESG (Environmental, Social and Governance) factors into all its investment and stewardship activities to enhance its clients long-term performance and to promote sustainable development for society.
Headquartered in Montréal (Québec), Canada, Addenda also has offices in Toronto, Guelph and Regina. It is co-owned by Co-operators Financial Services, a subsidiary of Canadian insurance co-operative The Co-operators Group Limited, and by Employees. Addenda is a Sustaining Member of the Responsible Investment Association (RIA), an Investor Member of the Green Bond Principles and a signatory of both the United Nations’ Principles for Responsible Investment (UN PRI) and the Montréal Carbon Pledge.
As pandemic restrictions are gradually being lifted and a return to the office starts to take shape, property owners are hard at work listening to the needs of their tenants and adapting spaces.
More and more companies tell investors on how environmental, social and governance (ESG) factors can affect their business. How close are we to compulsory disclosure…
NEI Investments is a Canadian asset manager specializing in responsible investing, with over C$11 billion under management. With over 30 years of experience as a sustainable investing leader, NEI is committed to providing Canadian investors with a broad range of responsible investment solutions, advised by independent portfolio managers from around the globe. The company delivers disciplined, active asset management with a focus on environmental, social and governance (ESG) factors. NEI Investments also manages and operates a proprietary active ownership program, recognized as industry-leading by the UN Principles for Responsible Investment. NEI Investments is a wholly-owned subsidiary of Aviso Wealth.
Learn about a smarter way to power your clients’ portfolios. NEI Clean Infrastructure Fund.
NEI Clean Infrastructure Fund expands NEI’s suite of impact investment funds and helps investors ride the “massive secular shift” towards clean electricity infrastructure.
National Bank Financial – Wealth Management is one of Canada’s largest securities brokerage firms and a solid financial partner for Canadian families. Our mission is to protect our clients’ wealth from generation to generation. Clients and their families can rely on our experienced wealth management professionals for sound, personalized advice that meets their changing needs and helps them achieve their goals.
The infrastructure of a bank, but with a boutique feel, NBFWM offers broad services and security for clients.
A unique culture and access to the latest technology create an opportunity for advisors to grow their businesses
At Franklin Templeton, everything we do has a single focus: to deliver better client outcomes.
We bring together an unmatched collection of Specialist Investment Managers with expertise across asset classes, vehicle types and geographies. As one of the world’s largest independent asset managers, our strength and resources have helped us become a steadfast partner to individual and institutional investors around the world. And our investments in new technology, like AI and blockchain, allow us to leverage innovation to improve outcomes for investors.
Our approach of putting clients first, delivering relevant investment solutions and providing reliable, personal service are among the reasons why we’re one of the most trusted names in asset management.
Franklin Templeton Investment Solutions takes a look ahead at the prospects for equities, inflation, emerging markets and more.
This segment of the investment industry has experienced rapid growth in recent years, leading to some misconceptions on what ESG really means for investors.
Leveraging the strengths of new boutique investment managers to diversify offerings to deliver better outcomes to Canadians.
Franklin Templeton says expect moderate global growth in post-COVID recovery
TD Asset Management Inc. (TDAM) brings new thinking to your most important challenges and aims to provide superior risk-adjusted investment returns over the long term. A collaborative team-based approach allows us to develop a comprehensive perspective on managing risk and while being opportunistic in the markets. TDAM manages assets on behalf of almost 2 million retail investors and offers a broadly diversified suite of investment solutions including mutual funds, exchange-traded funds and professionally managed portfolios. Collectively, TDAM manages C$434 billion in assets as of March 31, 2022.
In this webinar replay, gain a better understanding of what’s happening in the technology sector, where it’s heading and why you should be paying attention
What do retirees need from their advisors and asset management firms? We asked Anna Castro, a senior portfolio manager at TD Asset Management Inc.
While investors have access to many great Canadian companies, the domestic market lacks broad exposure to the growing technology and healthcare sectors.
In this webinar replay, gain a better understanding of the Healthcare sector and why you should be paying attention.
Canada Life provides a wide range of insurance and wealth management products for individuals, families and business owners from coast to coast. We’re focused on improving the financial, physical and mental well-being of Canadians. Our customers across Canada trust us to provide for their financial security needs and to deliver on the promises we make.
Investing for returns while reshaping the future
Environmental, social and governance (ESG) investment strategies are often marketed with claims that they can outperform in terms of risk-adjusted returns. In this webinar, J.P.…
Canada Life Risk-Managed Portfolios offer a managed solution for a smoother investor experience.
In this webinar, Canada Life in partnership with Irish Life Investment Managers discuss optimizing portfolios for reduced volatility in challenging market conditions.
In this webinar, learn how product can allow advisors to design returns that meet the risk appetites of their clients.
In this webinar replay, experts demystify behavioural science and its impact on financial decision-making
In this webinar replay, attendees will learn fascinating insights into the neuroeconomic drivers of investor behaviour, and how you can keep HNW clients on a…
In this webinar replay, Goshka Folda, President and CEO of Investor Economics and Global Head of Research for ISS Market Intelligence, will share recent research…
GIFs that have guaranteed inflation protection can help clients leave more of their estates to their loved ones.
As part of a 200-year legacy of trust, BMO Global Asset Management is a trusted investment manager committed to helping clients meet their investment goals. Our focus is simple: to provide relevant, next-generation solutions that align with client values, constructing customized portfolios to suit distinct needs. Managing $376.7 billion assets1 globally, BMO Global Asset Management is the second largest ETF provider in Canada,2 with the highest inflows 10 years in a row.3
Aligned with our mission to help Canadians change investing for the better, BMO Global Asset Management is a signatory of the United Nations Principles for Responsible Investment Initiative (UNPRI).
BMO Global Asset Management is a part of BMO Financial Group, a highly diversified financial services provider based in North America with total assets of CDN $971 billion as of July 31, 2021.
1 BMO Global Asset Management, count of managed programs offered and assets under management, as of September 30, 2021.
2 Bloomberg, December 2020.
3 BMO Global Asset Management, January 20, 2020.
BMO Global Asset Management is a brand name that comprises BMO Asset Management Inc., BMO Investments Inc., and BMO Asset Management Corp.
®/™Registered trade-marks/trade-mark of Bank of Montreal, used under licence.
More choice means additional evaluation metrics
Smart beta: a powerful tool to meet specific client objectives
They don't have to forgo returns to invest responsibly
ETFs can help them achieve the returns they need with less volatility
Manulife Investment Management is the global wealth and asset management segment of Manulife Financial Corporation. We draw on more than a century of financial stewardship and the full resources of our parent company to serve individuals, institutions, and retirement plan members worldwide. Headquartered in Toronto, our leading capabilities in public and private markets are strengthened by an investment footprint that spans 18 countries and territories. We complement these capabilities by providing access to a network of unaffiliated asset managers from around the world. We’re committed to investing responsibly across our businesses. We develop innovative global frameworks for sustainable investing, collaboratively engage with companies in our securities portfolios, and maintain a high standard of stewardship where we own and operate assets, and we believe in supporting financial well-being through our workplace retirement plans.
With fear of higher inflation growing, now is the time to take an active approach to fixed income investing.
