Industry associations representing exchange-traded fund (ETF) providers and mutual fund dealers are applauding the Mutual Fund Dealers Association of Canada’s (MFDA) proposed new proficiency standard…
Simpler, cheaper alternative to comprehensive plans covers four major conditions
Portfolio Solutions Group will take over as subadvisor for several funds
Musson, Moody and Sunderji named lead portfolio managers
European equity funds take the biggest hit, while precious metals funds continue their impressive run
Private pools and income funds focus on financial needs pre- and post-retirement
Objectives and strategies remain the same
Two of the new funds invest in Mackenzie’s recently launched Maximum Diversification Index ETFs
The firm also announced a change in portfolio subadvisor and changes to its risk rating for five funds
With CRM2 coming into effect, usage of ETFs may increase as advisors move toward a fee-based compensation model and clients become more sensitive to investment…
Canoe Canadian Corporate Bond Fund will be managed by Marc Goldfried, Canoe’s chief investment officer
The four new ETFs, which have a management fee of 0.35%, will be managed by Vanguard’s Quantitative Equity Group
Mark Grammer is leaving the firm to pursue a new opportunity
New guarantee options enable firm to target large segment of the market
Two new products focus on Canadian equities and U.S. equities
Circuit breakers are based on the extent of leverage used in the fund
AUM increase by $28 billion or 2.3% compared to April
The decision to limit inflows is in order to preserve the portfolio management teams' ability to fulfill their mandates
The platform will allow participants to trade mutual funds through the Toronto Stock Exchange’s existing equity trading infrastructure
Platform-traded funds benefit from a less costly trading process
New risk rating for Investors Global Fixed Income Flex Portfolio
BMO Aggregate Bond Index ETF and BMO Discount Bond Index ETF will become the lowest-cost fixed-income ETFs in Canada, according to the company’s announcement
The index provider says China has to take further steps toward making its market more accessible for global investors
Two of the three — Desjardins SocieTerra Environmental Bond Fund and Desjardins SocieTerra Cleantech Fund — are Canadian firsts, according to the firm
Unitholders of NEI Northwest Enhanced Yield Equity Corporate Class will receive units of NEI Northwest Canadian Dividend Corporate Class on or about Sept. 16