Home News Products

Latest news in Products

words ESG on a wood block and Future environmental conservation and sustainable ESG modernization development by using the technology of renewable resources to reduce pollution and carbon emission.

Purpose revises ESG disclosures amid greater regulatory scrutiny

The firm updated marketing information published prior to the emergence of ESG guidance

Hand holding a light bulb

Wealthsimple launching private credit fund with Sagard

Only certain investors will have access to the fund, which comes with redemption limits and performance fees

Modern urban skyscrapers in downtown Chicago from below to the blue summer sky. Sun reflecting in the glass facades of the urban futuristic buildings. Chicago, Illinois, USA

U.S. banking crisis averted, but challenges remain

Regulators prevented bank runs in wake of SVB, but rating agencies say funding and liquidity problems persist

Extreme closeup of an annual report -- based on the "portfolio facts," the fund is a 100% stock mutual fund

What’s new from fund manufacturers

CC&L has an international equity fund while eight RBC funds are now available in ETF versions

Multi-Sector bonds

Tax-efficient bond ETFs: not an oxymoron

Discount bond funds can play a role in non-registered accounts

People Working Finance Stock Exchange ConceptPeople Working Finance Stock Exchange Concept

Canadian ETF inflows topped $4B in February with high-interest savings leading

Money-market ETFs gained nearly $1.4 billion while technology, commodities and crypto saw redemptions

Number of corporate-class fund share classes, 2015-2023

Popularity of corporate-class funds wanes

Changes in the market environment have made the structure less tenable six years after legislation removed a main tax advantage

Rolled newspaper with the headline Alternative Investments

Private equity firms may need ‘untapped’ retail market to grow

A Bain report looks at private equity's uneasy courtship of individual investors

Extreme closeup of an annual report -- based on the "portfolio facts," the fund is a 100% stock mutual fund

What’s new from fund manufacturers

A CI utilities-sector ETF writes covered call options while Invesco launched a suite of dividend ESG funds

Extreme closeup of an annual report -- based on the "portfolio facts," the fund is a 100% stock mutual fund

What’s new from fund manufacturers

New launches include emerging markets, ESG and private markets, while Invesco is closing multiple funds

Bear juggling various crypto coin symbols

No fund closures despite collapse of crypto mania

What all the crypto ETFs had in common in 2022 was plunging net asset values

  • By: Rudy Luukko
  • February 7, 2023 February 6, 2023
  • 13:00
Stock market crash with red chart in background and bear in front. Bearish market trend concept.

Institutional investors to maintain private allocations despite challenges: survey

Many are changing due diligence or narrowing their investment universe

Grand opening, cutting red ribbon

What’s new from fund manufacturers

New products include target-date RESP funds, covered calls and high-interest savings

words ESG on a wood block and Future environmental conservation and sustainable ESG modernization development by using the technology of renewable resources to reduce pollution and carbon emission.

CIFSC releases inaugural list of Canadian responsible investing funds

Nearly 400 funds have been classified under six responsible investing categories

winner

62 fundcos receive FundGrade A+ awards for 2022

Three fund managers were lauded for the first time since the awards began

  • By: IE Staff
  • January 27, 2023 January 27, 2023
  • 10:26
Extreme closeup of an annual report -- based on the "portfolio facts," the fund is a 100% stock mutual fund

What’s new from fund manufacturers

Asset managers launched low-vol, covered call and low-fee index funds to start the year

Extreme closeup of an annual report -- based on the "portfolio facts," the fund is a 100% stock mutual fund

How the Canadian ETF landscape could change in 2023

Investors can expect fewer tech launches and greater growth in covered call funds

investing in technology

Equisoft combining online tools for advisors

My Financial Benchmark and Financial Calculators will be in one hub

Dollar sign blowing away

Prepping for the death of a key money market instrument

Bankers' Acceptances, which represent 20% of money market, expected to disappear in 2024

upclose stock market arrows green and red

Recent investment product news

Evolve launched two index ETFs with covered calls and plans to close its Enhanced FANGMA Index ETF

stock market

A look back at the year in ETFs

Leverage, disruptive tech, ESG and a series of firsts marked 2022 launches

  • By: Rudy Luukko
  • January 10, 2023 January 9, 2023
  • 13:00
Photo of bear and bitcoin coin and red graph presenting sell signal on market

ETFs gained while mutual funds felt pain in 2022

Fund flows reflected flight to safety, tactical positioning

  • By: IE Staff
  • January 6, 2023 January 6, 2023
  • 15:31
stock portfolio allocation

Don’t neglect bonds this year despite tough 2022, PMs say

High quality, longer duration are factors to consider

Amazon

What’s new from fund manufacturers

Purpose is first in Canada with single-stock ETFs, while CIBC launched new Canadian depositary receipts

Closed sign in a shop showroom with reflections

Fund closure trends starkly different in Canada, U.S.

Data from Morningstar Direct shows that more than 2,000 U.S. mutual funds closed over the past 10 years