Why volatility is EdgePoint’s friend
Risk assessment is based on business fundamentals, not market moves
- By: Diana Cawfield
- April 17, 2017 October 17, 2019
- 10:30
Latest news in Products
SEI welcomes new portfolio manager
Rachel Volynsky will oversee the management of the firm’s Canadian equity strategies
- By: Beatrice Paez
- April 17, 2017 October 17, 2019
- 09:15
Manulife launches new suite of four multifactor ETFs
The ETFs are designed to track indices that Dimensional Fund Advisors, whose Canadian unit is subadvising the new ETFs, has developed
- By: Megan Harman
- April 17, 2017 October 17, 2019
- 06:45
RBC GAM proposes changes to two funds
The investment objectives for two funds will be altered and one of the funds would also be renamed
- By: Beatrice Paez
- April 12, 2017 October 17, 2019
- 10:00
Invesco to introduce two income-focused mutual funds
Invesco Global Dividend Income Fund and Invesco Global Monthly Income Fund aim to produce a “predictable income stream” for investors
- By: Beatrice Paez
- April 10, 2017 October 17, 2019
- 09:50
CC&L to terminate balanced fund
CC&L Balanced Growth Portfolio failed to “achieve economies of scale for the ordinary operating expenses” and is now closed off to additional investments
- By: Beatrice Paez
- April 10, 2017 October 17, 2019
- 09:25
Excel India funds to merge
The funds share similar objectives and will retain the same manager
- By: Beatrice Paez
- April 7, 2017 October 17, 2019
- 16:05
BMO AM introduces four new ETFs
The new funds offer exposer to global insurers, banks, discretionary and consumer staples companies
- By: Beatrice Paez
- April 7, 2017 October 17, 2019
- 09:50
Mistakes to avoid with universal life
Steer clear of these missteps to ensure your clients don’t end up with irreparable damage to their financial plans
- By: Megan Harman
- April 5, 2017 November 9, 2019
- 11:00
CI makes portfolio management changes
Cambridge Global Asset Management will now take on a greater role within CI, replacing Tetram Capital Management on several funds
- April 4, 2017 October 17, 2019
- 15:15
The role for universal life
Universal life insurance can provide benefits such as flexibility and tax-exempt investment room, but the product is not suitable for all clients
- By: Megan Harman
- April 4, 2017 November 9, 2019
- 15:00
The great universal life debate
As universal life products evolve, some advisors say these products continue to be attractive while others say UL has no place in a client’s portfolio
- By: Megan Harman
- April 4, 2017 November 9, 2019
- 14:15
First Asset to terminate advisor class units
Demand for advisor class units, which make up less than 2% of the firm’s AUM, is expected to decline as new regulatory measures take shape
- By: Beatrice Paez
- April 4, 2017 October 17, 2019
- 10:30
Douglas Cooper joins Empire Life as portfolio manager
Cooper, formerly of CI, will co-manage various Canadian equities-focused funds with Empire Life CIO Ian Hardacre
- By: IE Staff
- April 4, 2017 October 17, 2019
- 06:45
Horizons ETFs reduces fees on two ETFs
Management fees on Horizons S&P/TSX Capped Energy Index ETF and Horizons S&P/TSX Capped Financials Index ETF have been reduced to 0.25% from 0.35%
- By: Beatrice Paez
- April 3, 2017 October 17, 2019
- 16:00
Desjardins launches first ETFs
The company has introduced seven new ETFs to the market while Mackenzie has reclassified the risk rating for one of its ETFs
- By: Beatrice Paez
- April 3, 2017 October 17, 2019
- 10:15
New portfolio manager for Scotia fund
Barrantagh Investment Management will take over as portfolio advisor for Scotia Private Canadian Mid Cap Pool as of June 1
- By: Beatrice Paez
- March 31, 2017 October 17, 2019
- 14:55
Dynamic Funds to reduce fees, terminate DSCs
The firm is also plans to cap or eliminate the fees and expenses associated with certain series in an effort to simplify its product offering
- By: Beatrice Paez
- March 31, 2017 October 17, 2019
- 11:40
Dynamic proposes various fund mergers
Securityholders will vote on the proposed mergers on or about June 9 and, if they approve, the mergers will take place on or about June…
- By: Beatrice Paez
- March 30, 2017 October 17, 2019
- 10:20
Mutual fund sales surge in RRSP season
Although balanced funds are still providing the majority of net sales, equity funds are showing signs of life while bond funds are also up
- By: James Langton
- March 29, 2017 October 17, 2019
- 13:50
BlackRock to make major changes to active management process
The new approach, which focuses on greater use of technology and “reorienting” some investment teams, comes under the leadership of Mark Wiseman
- By: James Langton
- March 29, 2017 October 17, 2019
- 09:35
First marijuana-based ETF set for launch
Horizons Medical Marijuana Life Sciences invests in stocks tied to medical marijuana bioengineering and production
- By: Beatrice Paez
- March 28, 2017 October 17, 2019
- 16:30
Greater access to alternative investments may come in spring 2018: AIMA
Investment and mutual fund dealers would have the ability to pitch alternative investments to the average investor the same way they sell mutual funds
- By: Beatrice Paez
- March 28, 2017 October 17, 2019
- 14:35
New indices to help private wealth clients monitor performance
The new indices provide context to money-weighted return information clients are receiving as part of the new CRM2 rules
- By: Jade Hemeon
- March 28, 2017 October 17, 2019
- 13:00