Product roundup: CI releases private market fund-of-funds
Plus, Horizons makes changes to its asset allocation suite
- By: Mark Burgess
- August 29, 2023 August 29, 2023
- 13:12
Plus, Horizons makes changes to its asset allocation suite
Opinion: The answer comes down to diversification and liquidity factors
The agency will also be releasing a consolidated T4 slip for FHSA account holders
Advisors should be as thorough as possible when going through insurance applications with a client
Plus, asset managers continue corporate-class windup
Regulatory risks and distribution challenges have led to new money-market funds
Mutual fund redemptions rise, but ETF sales up too
Plus, Fidelity partners with Brookfield on private real estate
Clients can see annuities as an attractive alternative to managing their own retirement investments
Facing uncertainty, investors opted for security and attractive yields
Horizons's new suite focuses on banks and large caps, while CI plans new money market ETFs
Cash-like funds still dominated but National Bank noted a shift in risk sentiment last month
Plus, more fund launches and closures
New fund for accredited investors provides access to four private asset classes
AI can help pitch products and identify clients likely to defect
Par life accounts eventually benefit from higher interest rates
Plus, an update on RBC's infrastructure fund and Mackenzie Investments closes a few funds
The cash-alternative category of ETFs is low risk, but not all investors feel that way
John Sullivan will retire from Cadillac Fairview in November
How to Invest: A set-and-forget approach versus an aggressive approach across regions and sectors
Other funds ready to ride out the "crypto winter"
Plus, CI has an asset-allocation suite, and First Trust takes a laddered approach to U.S. equities
Rising rates are also making room for private lenders, according to a pair of reports
Evolve is winding up a real estate fund launched last year