CI Investments announces portfolio management appointments
The changes affect five investment products
- By: IE Staff
- November 9, 2015 January 11, 2019
- 07:20
The changes affect five investment products
Manulife to rename Standard Life mutual funds; mergers planned for next spring
The funds will use a strategy known as “equal-risk contribution,” which aims to equalize risk contributions of index constituents and maximize risk diversification
These products carry risks and advisors need to ensure they understand the licensing and regulatory requirements associated with these investments
TDAM employs “collar” strategy in retirement portfolios.
Fidelity named best funds group overall
The market does not believe a big interest rate increase is in the cards, which spells good news for REITs
This is the second time around for TD; the bank shut down a non-performing ETF fund family in 2006
Now may be the time to invest in real estate as some portfolio managers believe the sector is ready for a rally in the short…
Energy equity, natural resources equity indices rise more than 6%
The firm’s CIO, who had been lead portfolio manager for three IA Clarington funds, will manage the new Aston Hill High Income Fund
New offering for private wealth clients unveiled
The new indices will recognize stocks in the S&P/TSX 60 index for their efforts and performance in managing their impact on the environment
Lineup of U.S. dollar funds expands
Currency neutral version of Fidelity Global Intrinsic Value Class launches
New names for two funds
New fund employs hedging strategies that reduce interest rate and duration risk on the portfolio
Changes to O’Leary Canadian Bond Yield Fund announced previously as a result of the firm’s merger with Canoe will not take place as anticipated
The fund offers clients an opportunity to invest in non-traditional asset classes and to achieve greater diversification
The proposed changes include several merger and terminations
PFIC statements expected to be posted to the iShares website in March
Suite for self-directed investors now includes 53 mutual funds
Hedge funds from PH&N and Equilibrium Capital Management rounded up the top three at this year’s ceremony in Toronto
U.S. asset managers are preparing to launch a product that blends the benefits of mutual funds with those of ETFs. But with different rules in…
New names for four funds