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
- By: Melissa Shin
- March 1, 2023 March 1, 2023
- 09:04
Latest news in Products
Private equity firms may need ‘untapped’ retail market to grow
A Bain report looks at private equity's uneasy courtship of individual investors
- By: Mark Burgess
- February 28, 2023 February 28, 2023
- 12:03
What’s new from fund manufacturers
A CI utilities-sector ETF writes covered call options while Invesco launched a suite of dividend ESG funds
- By: Greg Meckbach
- February 24, 2023 February 24, 2023
- 10:23
What’s new from fund manufacturers
New launches include emerging markets, ESG and private markets, while Invesco is closing multiple funds
- By: Greg Meckbach
- February 13, 2023 February 13, 2023
- 17:38
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
Institutional investors to maintain private allocations despite challenges: survey
Many are changing due diligence or narrowing their investment universe
- By: Mark Burgess
- February 7, 2023 February 7, 2023
- 11:30
What’s new from fund manufacturers
New products include target-date RESP funds, covered calls and high-interest savings
- By: Greg Meckbach
- February 1, 2023 February 1, 2023
- 15:41
CIFSC releases inaugural list of Canadian responsible investing funds
Nearly 400 funds have been classified under six responsible investing categories
- By: Melissa Shin
- January 31, 2023 January 31, 2023
- 15:00
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
What’s new from fund manufacturers
Asset managers launched low-vol, covered call and low-fee index funds to start the year
- By: Greg Meckbach
- January 24, 2023 January 24, 2023
- 12:11
How the Canadian ETF landscape could change in 2023
Investors can expect fewer tech launches and greater growth in covered call funds
- By: Greg Meckbach
- January 20, 2023 January 24, 2023
- 15:28
Equisoft combining online tools for advisors
My Financial Benchmark and Financial Calculators will be in one hub
- By: Greg Meckbach
- January 17, 2023 January 17, 2023
- 15:15
Prepping for the death of a key money market instrument
Bankers' Acceptances, which represent 20% of money market, expected to disappear in 2024
- By: James Langton
- January 16, 2023 January 16, 2023
- 16:51
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
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, 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