Excel planning to introduce two ETFs
The ETFs will employ a risk-budgeting, quantitative investment strategy with global diversification
- By: Jade Hemeon
- May 3, 2017 October 17, 2019
- 10:35
The ETFs will employ a risk-budgeting, quantitative investment strategy with global diversification
The first two ETFs will be listed on the TSX on May 30 while two strategic beta ETFs will launch on June 5
Desjardins Developed ex-USA ex-Canada Multifactor-Controlled Volatility ETF seeks to replicate the performance of a developed markets multifactor-controlled volatility equity index
The move will benefit unitholders as the funds will have a lower management expense ratios and more cash available for investments
The asset-management firm entered the ETF space earlier this year with its launch of seven ETFs in January
The firm has added series F to several funds and has cut management fees by up to 45 bps
18 fund indices increased by more than 2%
Affected unitholders will see a decrease in their annual management fees thanks to their new common-class units
Maple-Brown Abbott specializes in Australian and Asia Pacific ex-Japan equities
The transaction includes US$18 billion in Source-managed AUM, plus US$7 billion in externally managed AUM
Firm adopts indices from Solactive AG
The two mutual funds and one ETF seek to generate income from corporate and government bonds, dividend stocks, preferred shares, among others
The new platform-agnostic system would make it possible for dealer firms to sell ETFs without having to set up the necessary compliance and back-office infrastructure
AGFiQ Asset Management aims to tailor product ideas in response to “specific client needs and outcomes”
Report suggests sector is on track to top last year’s record
Mackenzie Global High Yield Fixed Income ETF aims to provide a steady income stream “with the potential for long-term capital growth”
Richard Jenkins, chairman and managing director at Black Creek Investment Management Inc. and winner of the 2015 Morningstar Foreign Equity Fund Manager of the Year…
The SPIVA Canada Scorecard found that the equity market’s strong showing later in the year dragged down the performance of active managers
Vanguard Global All-Cap ex Canada Equity Index Pooled Fund will focus on emerging and developed markets outside of Canada
Each symbol will bear an identifying “H” at the tail of the symbol to mark that it’s currency hedged
Risk assessment is based on business fundamentals, not market moves
Rachel Volynsky will oversee the management of the firm’s Canadian equity strategies
The ETFs are designed to track indices that Dimensional Fund Advisors, whose Canadian unit is subadvising the new ETFs, has developed
The investment objectives for two funds will be altered and one of the funds would also be renamed