Echelon, BLG team up to create “capital pool company”
Value Capital Trust can complete certain types of M&As and financings on a more tax-efficient basis than a traditional capital pool
- By: Jade Hemeon
- August 8, 2017 October 17, 2019
- 11:55
Latest news in Products
BMO AM to update five ETFs
The equal-weight BMO ETFs will begin tracking Solactive indices and have new names next month
- By: Leah Golob
- August 8, 2017 October 17, 2019
- 10:30
Capstone to launch real estate pool fund
The fund aims to provide access to a diversified portfolio of residential real estate projects
- By: Leah Golob
- August 4, 2017 October 17, 2019
- 10:35
Empire Life expands digital applications to seg funds
The digital application features an expedited five-step process that replaces the traditionally paper-heavy process
- By: Megan Harman
- August 3, 2017 October 17, 2019
- 15:05
Economical Insurance creates coverage for data breach risks
Expert Cyber includes coverage for meeting regulatory requirements and covering fees, to notifying clients, managing business interruption and restoring lost data
- By: Leah Golob
- August 2, 2017 October 17, 2019
- 13:05
Chinese equity mutual funds continued to lead in July: Morningstar
Despite a rebound in the resources sectors, Canadian equity funds posted modest losses during the month
- By: IE Staff
- August 2, 2017 October 17, 2019
- 09:55
WisdomTree Canada, Questrade enter partnership
WisdomTree Canada acquires Questrade’s ETF lineup and becomes “premier provider” of ETFs on Questrade’s self-directed platform
- By: James Langton
- July 27, 2017 October 17, 2019
- 18:00
Mutual fund sales continued upward march in June
Overall mutual industry net sales through the first half of 2017 were almost double what they were a year ago, according to IFIC data
- By: James Langton
- July 26, 2017 October 17, 2019
- 14:55
RBC GAM reopens fund to new investors
Phillips, Hager & North Short Term Bond & Mortgage Fund had been capped to new investors in July 2016 to manage inflows
- By: IE Staff
- July 26, 2017 October 17, 2019
- 08:40
Sun Life to make changes to mutual fund line-up
The firm has announced a change in portfolio managers as well as the merger of some of its funds
- By: Fiona Collie
- July 24, 2017 October 17, 2019
- 15:50
Invesco to merge two of its mutual funds
Invesco Emerging Markets Debt Fund will merge with Invesco Global Bond Fund
- By: Fiona Collie
- July 24, 2017 October 17, 2019
- 12:20
Fidelity shuffles portfolio managers following departures
Adam Kramer, Ford O’Neil, Geoff Stein and David Wolf will take on some new mandates following Joanna Bewick’s and Chris Sharpe’s departures
- By: Fiona Collie
- July 21, 2017 October 17, 2019
- 14:45
CIBC Asset Management makes changes to its mutual fund line up
The firm is launching new portfolios and making other changes to provide better value to investors
- By: Leah Golob
- July 21, 2017 October 17, 2019
- 12:50
Evolve readies to introduce five innovative ETFs
The new ETFs will invest in emerging trends and focus on gender diversity, cybersecurity, automobile innovation and global health care
- By: Jade Hemeon
- July 20, 2017 October 17, 2019
- 12:55
Regulators approve MFDA’s proficiency requirements for selling ETFs
The proposed policy sets the minimum educational, training and experience necessary for reps to sell ETFs
- By: James Langton
- July 20, 2017 October 17, 2019
- 11:05
More fixed-income needed in portfolios: Vanguard
Bonds have shown to be the best non-correlated assets and offer better potential offset to stock market losses than other asset classes
- By: Jade Hemeon
- July 18, 2017 October 17, 2019
- 15:35
Global green bond market hitting new milestones: J.P. Morgan
Sales of green bonds thus far in 2017 are approaching US$50 billion
- By: James Langton
- July 18, 2017 October 17, 2019
- 14:25
BMO Investments to terminate BMO Short-Term Income Class
The fund will no longer receive additional investments, including purchases via regular investment savings plans
- By: Leah Golob
- July 18, 2017 October 17, 2019
- 13:05
Invesco launches its second pool fund
Invesco Balanced-Risk Allocation Pool, Series F aims to deliver a positive total return with a low to moderate correlation to traditional financial market indices
- By: Jade Hemeon
- July 18, 2017 October 17, 2019
- 10:50
CI introduces Signature Floating Rate Income Pool
The pool invests in securities that tend to be less sensitive to changes in interest rates compared with other fixed-income securities
- By: Jade Hemeon
- July 17, 2017 October 17, 2019
- 15:30
Franklin Templeton launches Franklin Bissett Canada Plus Equity Fund
The new mutual fund can invest up to 49% of its assets in foreign securities, with a focus on U.S. equities
- By: Jade Hemeon
- July 17, 2017 October 17, 2019
- 15:05