Tradex lowers risk ratings
Ratings on two mutual funds changed to “low-to-medium”
- By: IE Staff
- May 13, 2019 October 17, 2019
- 13:20
Gajan Kulasingam was formerly lead portfolio manager of Sentry Global Infrastructure Fund
Christopher Doll, vice president of ETF sales and strategy, is no longer with the firm
The manager of BMO Mutual Funds is making other changes to its product lineup
ETFs track the performance and liquidity of their underlying assets
The new products include a low-volatility strategy
Changes took effect on May 3
Offerings vary among strategic beta ETFs in the Canadian dividend category
Fees fell by 6% from 2017 to 2018
Closed-end fund invests in companies focused streaming, digital content, cybersecurity, social networking, e-commerce and connectivity
Three mergers proposed to streamline product lineup
Small asset size deals blow to Renaissance Global Resource Fund
The firm has partnered with the Responsible Investment Association to provide training to 500 RI advisors
NOMI Budgets analyzes client data and makes budgeting recommendations
Proceeds will fund renewable energy, green building projects
Funds are available exclusively to TD's Private Wealth Management clients
The changes will be implemented at the end of May
Both will trade on NEO Exchange
Site has access to 16 products from large insurers
Lending proceeds will fund job creation, infrastructure and other initiatives
The fund invests in the secured debt of U.S. middle-market companies
If approved, the changes will be effective in July