Recent investment product news
Evolve launched two index ETFs with covered calls and plans to close its Enhanced FANGMA Index ETF
- By: Greg Meckbach
- January 10, 2023 January 10, 2023
- 16:00
Latest news in Products
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
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
Don’t neglect bonds this year despite tough 2022, PMs say
High quality, longer duration are factors to consider
- By: Craig Wong, The Canadian Press, The Canadian Press
- January 5, 2023 January 5, 2023
- 15:33
What’s new from fund manufacturers
Purpose is first in Canada with single-stock ETFs, while CIBC launched new Canadian depositary receipts
- By: Greg Meckbach
- December 22, 2022 December 22, 2022
- 15:34
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
- By: Melissa Shin
- December 21, 2022 December 21, 2022
- 13:28
AMF releases draft seg fund DSC ban for comment
Quebec regulator proposes $5,000 penalty if insurers charge DSCs for seg funds
- By: IE Staff
- December 16, 2022 December 16, 2022
- 12:24
Carbon-offset ETFs survive challenging year
Asset growth has been slow, with about $20 million held in three Canadian funds
- By: Rudy Luukko
- December 13, 2022 December 8, 2022
- 13:00
Answering more of a young investor’s questions about ETFs
Digging deeper into ETFs and portfolio construction
- By: Mary Hagerman
- December 13, 2022 December 8, 2022
- 13:00
Lack of correlation in alt funds not always as advertised: paper
Some strategies have "fair weather correlations" that spike at exactly the wrong time
- By: Mark Burgess
- December 12, 2022 December 12, 2022
- 12:00
This ETF category could shine if “global macro doesn’t deliver”
About $16B is invested in Canadian covered-call ETFs: Horizons
- By: Greg Meckbach
- December 6, 2022 December 6, 2022
- 15:02
Case for alts is changing in new environment
Higher yields in traditional fixed income may put pressure on industry
- By: Mark Burgess
- December 5, 2022 December 5, 2022
- 13:59
ETF investors go long on bonds in November
Fixed income funds led again, this time with a preference for longer duration
- By: IE Staff
- December 5, 2022 December 5, 2022
- 09:58
Single-security ETFs present benefits, challenges
Panellists discussed the funds during the ETFGI summit
- By: Greg Meckbach
- December 1, 2022 December 1, 2022
- 16:14
What’s new in investment products
NBI launched international equity funds while CIBC released a fixed-income alt
- By: Greg Meckbach
- November 25, 2022 November 25, 2022
- 09:10
Due diligence is key with alternative investments
This year has brought new opportunities but also fresh scrutiny
- By: Mark Burgess
- November 23, 2022 November 23, 2022
- 15:39
What’s new from fund manufacturers
BMO partners with ARK on innovation funds, and Purpose prepares single-stock ETFs
- By: IE Staff
- November 17, 2022 November 17, 2022
- 11:02
Purpose files prospectus for single-stock ETFs
The products would offer exposure to large U.S. names while using covered calls to provide income
- By: Mark Burgess
- November 15, 2022 November 15, 2022
- 11:30
What’s new from fund manufacturers
Recent launches include Canadian segregated versions of two Wellington funds and a multi-strategy alternative fund
- By: Greg Meckbach
- November 9, 2022 November 9, 2022
- 14:20
Taking shelter in infrastructure ETFs
There are now more retail options for defensive investors
- By: Rudy Luukko
- November 8, 2022 November 3, 2022
- 13:00
Canadian banks readying for carbon offsets to go big, even as doubts remain
Standardization efforts will be key to enhancing credibility and driving growth
- By: Ian Bickis, The Canadian Press
- November 7, 2022 November 7, 2022
- 11:08
Cash ETFs still reign in October
Equity ETFs rebounded last month but defensive strategies continued to dominate
- By: Mark Burgess
- November 3, 2022 November 3, 2022
- 15:53
“Breakneck” year so far in Canadian ETFs
Market headwinds and lackluster sales erased almost a year’s worth of gains
- By: Maddie Johnson
- October 28, 2022 October 28, 2022
- 16:43
Universal life shouldn’t be universally recommended, regulator says
At an annual Advocis event, FSRA raised concern about sales incentives being misaligned with customer needs
- By: Greg Meckbach
- October 27, 2022 October 27, 2022
- 11:32
Ensure clients understand deposit coverage
While a bank failure is unlikely, the attractiveness of GICs should lead advisors to brush up on their deposit insurance knowledge
- By: Joseph Hall
- October 26, 2022 October 26, 2022
- 14:46