Paul Bosse, principal, Vanguard, discusses the impact of home country bias on Canadian investors, and why they should diversify their portfolios. He spoke at the…
In part two, the managers discuss their strategies in the financial services sector
Fixed-income funds also in positive territory
Reginald Browne, sr. managing director, global co-head, ETF group, Cantor Fitzgerald & Co., explains the benefits of this tax efficient and diversified asset class and…
In part one of the roundtable, the managers discuss discuss the overall prospects for this market segment
ETFs are picking up traction in the United States and Europe
Tony Garcia succeeds George Mohacsi
Series of funds will be tailored to higher net worth Canadians
Market orders leave investors exposed to higher costs
Due to the elimination of tax benefits, closing the funds is in the best interests of shareholders, the company says
Versatile mandate allows the portfolio advisor to invest in a focused “best ideas” portfolio
Management fee on iShares S&P/TSX Capped Composite Index ETF lowered to 5 bps
Funds can now invest in iShares ETFs, index securities
Fund invests primarily in Canadian energy and resource equities
Term 30/65 addresses affordability concerns
Nasdaq enhances index methodology
Cash distributions targeted at 6.5% per year
Changes also affect three balanced funds
AUM up $34 billion to $1.05 trillion
The net asset size of the fund has been reduced to a level below which it is no longer economically feasible to continue
Manulife Asset Management’s Alan Wicks manages balanced funds that generate income
Courses offer online and classroom options for industry professionals
Insurer enhances group retirement offer
Funds offer investors opportunities beyond Canada
Sub-advisor changes intended to strengthen fund lineup