Manager Monitor: Benjamin Jasmin- Intact Investment Management Inc.
Manager takes balanced approach in preferred-shares fund
- By: Diana Cawfield
- August 7, 2014 August 7, 2014
- 15:00
Manager takes balanced approach in preferred-shares fund
Series D starts out with 21 funds, but no distributors yet
New funds will focus on dividend paying global equities and fixed income securities
41% of large-cap managers outperformed the S&P/TSX Composite Index last quarter
New portfolio strategy for NEI Ethical International Equity Fund
15 mergers planned for October, November
Growth trend likely to accelerate in the coming years, BMO exec says
Despite some uncertainties, recent developments have made critical illness insurance more attractive to some clients
Terminating funds to be liquidated in October
New series launched, management fees cut
New ETF will invest in a diverse set of liquid, TSX-listed ETFs in a risk managed framework
Use real life scenarios that clients can relate to, and avoid scare tactics when selling CI insurance
Portfolio management responsibilities for global and international equity funds switching to RBC GAM-UK
Karen Cutler, VP and chief underwriter at Manulife Financial, discusses steps advisors can take to avoid disappointment when selling critical illness insurance. She addresses rated…
Rising costs and rigorous underwriting have many advisors reluctant to sell CI, but experts say the product appeals to many clients
Retooled fund allows greater flexibility and complements traditional approaches
Emerging-markets manager pursues growth themes
Funds in Core series renamed
New funds provide investors with iaccess to short-term fixed-income investments
Fund closing to new purchases
Equity, short-term funds see withdrawals
Jason Gibbs forecasts significant growth ahead for Canadian stocks
Funds no longer required
TDAM says new investment strategy effective July 24
Three new funds available for sale