New manager for Fidelity’s asset allocation products
David Tulk joins as portfolio manager for four products
- By: IE Staff
- September 13, 2018 October 17, 2019
- 14:45
David Tulk joins as portfolio manager for four products
Lead portfolio manager Damian Fernandes believes in diversifying across business models
Alex Bellefleur joins as chief economist; Blair Ireland hired as portfolio manager
Company streamlines mutual fund lineup
New target-date funds mature in 2024 and 2025
The six dividend ETFs are also available in traditional mutual fund structures
The fund allows accredited investors only to purchase units for self-directed registered accounts
Chorus II Corporate Class Portfolio will be merged with Chorus II Trust Fund Portfolio
Investment funds industry group highlights milestones in Year in Review
With RESPs, clients can take advantage of the Canada Education Savings Grant
August saw Canadian equity flows of $1.3 billion, the highest of 2018
Closed-end funds would be reorganized as open-end mutual funds
Since 1993, more than 80 real estate companies have completed an IPO on TSX and TSXV
The application process for term life insurance is guided by the company’s proprietary algorithms and takes about five minutes to complete
Changes take effect Oct. 1
New fund provides exposure to the largest high dividend-paying companies across 23 developed international markets
In connection with a proposed change in investment objectives, CI proposes a name change for the fund
The industry recorded net sales of $772 million, reversing June’s net redemptions of $466 million
Panel expresses concern that DSC products may be sold more aggressively in advance of the prohibition being fully implemented
The pools are offered in F-series and have a management fee of 0.40%
Report lists nearly 3,000 Canadian and U.S. exchange-traded products
Six funds now available to advisors and their clients
Four new Franklin LifeSmart Portfolios launched