Mutual fund net sales slide in October
Year-to-date net sales are about half of what they were in 2015
- By: James Langton
- November 18, 2016 October 17, 2019
- 12:50
Latest news in Products
Franklin Templeton launches fixed-income products
One portfolio provides an actively managed mix of domestic and foreign fixed-income while the other fund provides steady income from Canada government bonds
- By: Tessie Sanci
- November 16, 2016 October 17, 2019
- 11:40
Fidelity introduces two portfolios for clients in or approaching retirement
The new conservative and balanced portfolios aim to provide protection from market volatility and long-term capital appreciation
- By: Tessie Sanci
- November 16, 2016 October 17, 2019
- 11:15
Allocations to impact investments set for growth
This belief in aligning investments with personal values and social goals “is being embraced by investors of all types,” new research finds
- By: James Langton
- November 15, 2016 October 17, 2019
- 17:15
GWL, Canada Life and London Life introduce three low-volatility seg funds
The seg funds cater to clients who are nervous about their investments during market fluctuations and retirees seeking higher returns with lower risks over time
- By: Megan Harman
- November 15, 2016 October 17, 2019
- 16:45
A solution for high correlations and heightened volatility
Publicly traded and private real estate offer diversification and stability
- November 15, 2016 November 10, 2019
- 09:30
Investors Group adds no-load series to property fund
The new no-load series being added to Investors Real Property Fund is expected to be introduced in mid-January
- By: IE Staff
- November 14, 2016 October 17, 2019
- 16:10
Mackenzie makes portfolio management changes
Adelaide Kim will co-manage Mackenzie Canadian Large Cap Dividend & Growth Fund as of Nov. 21
- By: IE Staff
- November 14, 2016 October 17, 2019
- 16:00
Investors Group introduces new products for high net-worth clients
The new separately managed account program and fee-based account will take care of HNW clients’ needs that mutual funds cannot
- By: IE Staff
- November 14, 2016 October 17, 2019
- 11:20
Manulife partners with ExamOne for new Vitality program
ExamOne will provide policyholders of Manulife’s new health-based life insurance program with a free annual screening at the location of their choice
- By: Megan Harman
- November 11, 2016 October 17, 2019
- 15:40
Lipper Awards 2016 winners announced
Phillips, Hager and North Investment Management and Mawer Investment Management were the big winners at this year’s event
- By: Tessie Sanci
- November 10, 2016 October 17, 2019
- 11:50
First Asset announces changes to ETF lineup
The firm proposes to terminate four exchange-traded funds
- By: IE Staff
- November 9, 2016 October 17, 2019
- 14:30
Invesco simplifies product offering
Changes result from federal tax treatment
- By: IE Staff
- November 7, 2016 October 17, 2019
- 14:35
Desjardins changes investment strategies, names of Chorus II funds and portfolios
The firm also announced that Lazard Asset Management will act as expert advisor to provide asset-allocation recommendations for the Chorus II portfolios
- By: Tessie Sanci
- November 4, 2016 October 17, 2019
- 12:30
CI appoints Fiera to subadvise family of funds
The change occurs as the team of portfolio managers responsible for the funds’ risk-management overlay strategy moved to Fiera from HR Strategies
- By: Tessie Sanci
- November 4, 2016 October 17, 2019
- 10:55
Canada Protection Plan makes it easier for clients with serious conditions to be insured
Certain clients who have had non-aggressive cancers or coronary artery disease can now quality for coverage of up to $500,000
- By: Megan Harman
- November 3, 2016 October 17, 2019
- 11:05
InstarAGF infrastructure fund raises 70% of its $750 million target
The fund, which is targeted to institutional and high net-worth investors, seeks to acquire energy, utilities, civil and social infrastructure assets
- By: Tessie Sanci
- November 3, 2016 October 17, 2019
- 10:20
Broad equity funds tread water in October
Most fund categories ended the month with flat returns
- By: Christian Charest
- November 2, 2016 October 17, 2019
- 13:50
Questrade reduces fees on six ETFs
The fees have been cut by half or more in some instances and the reductions are currently in effect
- By: Tessie Sanci
- November 1, 2016 October 17, 2019
- 10:00
Humania introduces near instantaneous underwriting program
HuGO, the new program, is web-based, paperless, and does not require a client signature, while policies under the program can be bought only through licensed…
- By: Megan Harman
- October 27, 2016 October 17, 2019
- 16:10
Global investment funds industry marks IIFA 30th anniversary
Leaders met in Japan to discuss the many challenges facing the industry
- By: IE Staff
- October 27, 2016 October 17, 2019
- 10:00
Real access to real estate
Investors today are looking for solutions that provide stability, income and performance in the face of challenging market environments.
- October 26, 2016 November 10, 2019
- 15:00
Purpose Investments introduces income-focused funds
The new funds, available as mutual funds and ETFs, aim to provide monthly income while managing risk through option strategies
- By: Tessie Sanci
- October 26, 2016 October 17, 2019
- 11:45
Harvest Portfolios converts four closed-end funds into ETFs
The conversions will benefit existing unitholders because the new ETFs will offer greater market liquidity and efficient trading, among other things
- By: Tessie Sanci
- October 24, 2016 October 17, 2019
- 13:50
OTC Markets Group launches OTCQX Canada index
New index tracks Canadian companies that trade in the U.S. over-the-counter market
- By: James Langton
- October 24, 2016 October 17, 2019
- 11:15