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
The firm is launching new portfolios and making other changes to provide better value to investors
The new ETFs will invest in emerging trends and focus on gender diversity, cybersecurity, automobile innovation and global health care
The proposed policy sets the minimum educational, training and experience necessary for reps to sell ETFs
Bonds have shown to be the best non-correlated assets and offer better potential offset to stock market losses than other asset classes
Sales of green bonds thus far in 2017 are approaching US$50 billion
The fund will no longer receive additional investments, including purchases via regular investment savings plans
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
The pool invests in securities that tend to be less sensitive to changes in interest rates compared with other fixed-income securities
The new mutual fund can invest up to 49% of its assets in foreign securities, with a focus on U.S. equities
Applications for term life insurance up to $1 million without blood, urine and other biometric data is now available for those up to age 45
The program includes five risk-targeted Morningstar portfolios consisting of mutual funds, pooled funds and ETFs
The emerging-markets veteran is aiming to pick up stocks that may not be included in broad market indices and may have been overlooked — as…
The firm will also alter a selection of embedded-fee purchase options for certain other classes of mutual funds
The firm is also changing the distribution frequency of four ETFs to quarterly instead of monthly
Gopaul becomes the association’s third chairman, following in the footsteps of Atul Tiwari and Howard Atkinson
Frank Mersch will continue to manage the funds with their original mandates
Climetrics allows investors to more easily integrate climate impact considerations into their investment decisions
Closed-end fund merged into Middlefield U.S. Dividend Growers Class
The worst performers for the month were natural resources equity, European equity, and energy equity
National Bank Trust replaces Fidelity Investments Canada for global equity fund
The new fund uses a trend-following model designed by CIBC World Markets
PH&N and Jantzi funds will be merging June 30