TDAM expands Premium Series Offering, adds Premium F-Series
New offerings give fee-based accounts more choice
- By: IE Staff
- November 12, 2013 December 14, 2017
- 10:15
New offerings give fee-based accounts more choice
The group’s mutual fund quotation service is now pricing structured notes and market-linked certificates of deposits
Part one of three-part discussion with three equity-income fund managers
North American equities have captured the largest share of net inflows
Majority say they would add ETFs to their portfolios after learning about their benefits
TD Securities Inc. acted as the fund’s agent
Funds closed to new investments effective Nov. 12
Stay period extended until Jan. 15, 2014
Funds would be allowed in invest in foreign as well as Canadian equities
Investors get access to rebounding global real estate sector
State Street named advisor to Streetwise Portfolios
Markets shrug off U.S. concerns
Four courses designed for advisors and investors wanting an in-depth understanding of ETFs
Rating raised to “medium to high” risk
SecurOption - Lifetime Retirement Income added to group retirement savings plans
Eight funds to merge into corporate class versions
New dividend class joins corporate class offering
Socially responsible fund family to focus on 30 companies
Operating expenses will be replaced by fixed-rate administration fees
Momentum and Value ETFs based on Morningstar indices
New fund will invest in floating rate debt of non-investment grade U.S. issuers and debt denominated in U.S. dollars
Fund will be managed by TDAM’s Charles Edwardes-Ker
Initial distribution target is 6.0% per year
Initial distribution target is 6.5% per year
Portfolio available to Credit Suisse private banking clients in the U.S.