The program includes the release of five target-risk portfolios that will access third-party funds and leverages Morningstar’s research arm
Administration and management fees as well as trailing commissions are being reduced while five portfolios are being renamed
The firm will also be lowering fees between 0.25 bps and 8.6 bps on several funds, even if proposed mergers fail to gain approval
Unitholders in RBC Target 2017 Corporate Bond Index ETF will receive the final net asset value as of Nov. 17
The exchange now makes it possible to purchase and redeem both prospectus and OM funds in the same way as buying and selling ETFs
CI Global Private Real Estate Fund will invest indirectly in units of CBRE Global Investment Partners Global Alpha Fund
Discounts under CI Preferred Pricing and CI Private Wealth are expected to take effect in May for investors with a minimum account threshold
A new report from Greenwich Associates also finds that Canadian institutional investors intend to increase their ETF allocations this year
The company is also shifting qualified investors into its private wealth series automatically so that they can take advantage of lower fees
Strategic Income Allocation Fund will be terminated sometime after March 20
BMO Asset Management Inc. replaces Monegy as portfolio manager for the funds while BMO Asset Management Corp. and Taplin, Canida & Habacht take on subadvisor…
The two new ETFs are focused on seeking out low-volatility and high-yield stocks
Manulife plans to terminate several funds in two phases to simplify its platform while RBC will shut down two funds due to their small size…
400 independent firms gain access mutual fund trading platform
The mergers, which take effect on March 10, will see two funds folded into two continuing funds
Foreign equity funds benefit from positive markets, weaker Canadian dollar
Richard Jenkins, chairman and managing director at Black Creek Investment Management Inc., and winner of the Morningstar International Equity Fund Manager of the Year in…
Glenn Fortin’s holdings include leading health-care companies
Reducing the initial amount required to invest in Renaissance Real Assets Private Pool is intended to make real-asset investing accessible to more investors
The indices are licensed to BMO Global Asset Management for two ETFs
Vancity Capital is contributing to a revolving credit facility that will provide CoPower, a clean energy investment platform, with flexible capital to finance clean energy…
Respondents estimate they would contribute an average of $4,325 this year
Long-term funds recorded $4.35 billion in net sales in January
Boost client portfolios with a balance of public and private exposure to real estate equity and debt
LOGiQ is looking to sell all non-cash assets of the fund and discharge liabilities; remaining assets will be distributed among unitholders as soon as it’s…