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Number of corporate-class fund share classes, 2015-2023

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

Rolled newspaper with the headline Alternative Investments

Private equity firms may need ‘untapped’ retail market to grow

A Bain report looks at private equity's uneasy courtship of individual investors

Extreme closeup of an annual report -- based on the "portfolio facts," the fund is a 100% stock mutual fund

What’s new from fund manufacturers

A CI utilities-sector ETF writes covered call options while Invesco launched a suite of dividend ESG funds

Extreme closeup of an annual report -- based on the "portfolio facts," the fund is a 100% stock mutual fund

What’s new from fund manufacturers

New launches include emerging markets, ESG and private markets, while Invesco is closing multiple funds

Bear juggling various crypto coin symbols

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
Stock market crash with red chart in background and bear in front. Bearish market trend concept.

Institutional investors to maintain private allocations despite challenges: survey

Many are changing due diligence or narrowing their investment universe

Grand opening, cutting red ribbon

What’s new from fund manufacturers

New products include target-date RESP funds, covered calls and high-interest savings

words ESG on a wood block and Future environmental conservation and sustainable ESG modernization development by using the technology of renewable resources to reduce pollution and carbon emission.

CIFSC releases inaugural list of Canadian responsible investing funds

Nearly 400 funds have been classified under six responsible investing categories

winner

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
Extreme closeup of an annual report -- based on the "portfolio facts," the fund is a 100% stock mutual fund

What’s new from fund manufacturers

Asset managers launched low-vol, covered call and low-fee index funds to start the year

Extreme closeup of an annual report -- based on the "portfolio facts," the fund is a 100% stock mutual fund

How the Canadian ETF landscape could change in 2023

Investors can expect fewer tech launches and greater growth in covered call funds

investing in technology

Equisoft combining online tools for advisors

My Financial Benchmark and Financial Calculators will be in one hub

Dollar sign blowing away

Prepping for the death of a key money market instrument

Bankers' Acceptances, which represent 20% of money market, expected to disappear in 2024

upclose stock market arrows green and red

Recent investment product news

Evolve launched two index ETFs with covered calls and plans to close its Enhanced FANGMA Index ETF

stock market

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
Photo of bear and bitcoin coin and red graph presenting sell signal on market

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
stock portfolio allocation

Don’t neglect bonds this year despite tough 2022, PMs say

High quality, longer duration are factors to consider

Amazon

What’s new from fund manufacturers

Purpose is first in Canada with single-stock ETFs, while CIBC launched new Canadian depositary receipts

Closed sign in a shop showroom with reflections

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

Financial accounting business sheet calculator

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
Forest view from below

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
Mary Hagerman and Meghan McCarthy at work

Answering more of a young investor’s questions about ETFs

Digging deeper into ETFs and portfolio construction

Concept of bearish in stock market exchange, graphic of low poly bear with decreasing graph

Lack of correlation in alt funds not always as advertised: paper

Some strategies have "fair weather correlations" that spike at exactly the wrong time

Extreme closeup of an annual report -- based on the "portfolio facts," the fund is a 100% stock mutual fund

This ETF category could shine if “global macro doesn’t deliver”

About $16B is invested in Canadian covered-call ETFs: Horizons

Stock market crash with red chart in background and bear in front. Bearish market trend concept.

Case for alts is changing in new environment

Higher yields in traditional fixed income may put pressure on industry