Purpose launches bond ETF
New fund employs hedging strategies that reduce interest rate and duration risk on the portfolio
- By: Tessie Sanci
- October 28, 2015 January 11, 2019
- 10:00
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
Firm becomes first Canadian asset manager signatory to the Montreal Carbon Pledge
The funds will no longer be available for purchase by new investors
Funds designed to offer attractive income potential
Multi-manager U.S. pool’s holdings share some positive attributes
Having investment fund manager and portfolio manager roles under one legal entity is expected to improve operational efficiencies
Suitability conversations continue to rise
With real estate obtaining its own global industry classification standard next autumn, greater interest from investors is expected
The new U.S. fund will help move impact investing from a niche to a core allocation
The new senior portfolio manager with Excel Investment Counsel will also co-manage Excel Blue Chip Balanced Fund
Manager intends to reimburse fund for overpayment of management fees
Dynamic’s Noah Blackstein puts volatility in perspective.
The ETF, which will have a new name, will track the Solactive Canadian preferred share index instead of the S&P/TSX preferred share laddered index
New offering helps to mitigate the impact of currency fluctuations
Global equity fund will invest in 40 to 50 billionaire-owned companies
The investment firm is now in the middle of a cross-Canada tour and advertising campaign to change the perception that it’s only about resources
Fund mergers, terminations planned for February