With the very real prospect of further interest-rate increases in 2017, how will rate-sensitive equities such as dividend-rich stocks and real estate investment trusts perform?
Both products will be based on TOBAM Core Investments' investing process, which is designed to protect portfolios from structural bias and unmanaged risks
The group is concerned that if the premiums become taxable, many employers will discontinue or reduce extended health-care coverage
The next phase of growth in these products is expected to come from smart beta ETFs that go beyond passive index investing
Solactive Euro HY corporate index and Solactive USD high yield corporate index are composed of corporate debt issued in developed and developing markets
However, net sales for all of 2016 dropped to $30.07 billion from $57.91 billion in 2015
Five of the asset-management firm’s most popular mutual funds can now be used within RDSPs
The changes reflect new regulatory requirements that require mortgage insurers to hold additional capital
The firm is adding two series to an ETF and has filed a preliminary prospectus for two new ETFs expected to launch in the first…
Horizons Absolute Return Global Currency ETF will primarily use short-term financial instruments to gain exposure to selected global currency markets
IA Clarington Inhance Bond SRI Fund will invest primarily in a diversified selection of government and corporate debt securities as well as preferred shares
Actively managed portfolios of global REITs can be an effective proxy
The real income withdrawal for 2017 for the funds, which includes Sentry Real Income Managed Portfolios and Sentry Real Income Custom Solution, will rise by…
The investment returns from this ETF generally correspond to the performance of Hang Seng high dividend yield index before fees and expenses
The asset-management firm, a Purpose Investments subsidiary, will list four ETFs on Aequitas NEO Exchange
Life insurers will only request genetic testing information from applicants seeking life insurance coverage of more than $250,000 starting early next year
Unitholders will receive $9.88 a unit on or before Jan. 23, which includes an allocation of approximately $1.80 of taxable capital gains from the fund
Investors who have consolidated assets of $100,000 in particular series of Quadrus Group of Funds will be eligible for a management fee rebate applied to…
The move to will include management fee reductions and would protect investors against an increase in future management expense ratios, the firm states in its…
A new simplified pricing model will see a reduction in fees for 51 mutual funds as well as Scotia Selected Portfolios, Scotia Partners Portfolios and…
AlphaDelta Canadian Focused Equity Class, previously AlphaDelta Canadian Prosperity Class, has a new investment objective and risk rating in addition to its new name
Fund to wind-up on Jan. 31
Currency effects detracted from performance for most foreign-equity fund categories
The move, which will affect less than 1% of the firm’s AUM, comes as a result of a greater number of advisors adopting fee-based compensation…
New investment objectives announced for two exchange-traded funds