FFCM and Highstreet Asset Management will take over portfolio advisor duties on U.S. AlphaSector Class fund, which will be renamed to AGF U.S. Sector Class
AUM rise 2.1% to $25.5 billion
The ETF is also the subadvisor’s, Landry Investment Management’s, first foray into producing momentum-based investment portfolios for retail investors
The CETFA ETF risk ratings system is designed to be a temporary stopgap measure until the CSA mandates its own risk-rating methodology
Choice of funds within CI Private Investment Management program expands
Unitholders to vote on merger of Bloom Income & Growth Canadian Fund and Bloom Select Income Fund
Three funds will be capped to all new and ongoing purchases
Brooke Thackray continues in the role as lead analyst and the investment objective and portfolio strategy has not changed
Up to 75% of the actively managed ETF invests in non-rated Canadian municipal bonds generally issued by mid-size municipalities
Investors will be able to compare funds across categories, relative to benchmarks, and over time using ESG factors
Ben Chim, who has developed expertise in fixed-income at Sprott Asset Management, TD Asset Management and CI, will manage Sentry’s credit portfolios
New “fund of funds” provides exposure to tax-efficient Canadian dividends and global fixed-income assets while new investment pool is a flexible Canadian balanced product
New funds offer U.S. mid-cap exposure
Asset manager introduces Series EF funds for investors with fee-based accounts
Funds and products listed on an exchange gathered almost US$200 billion in net new AUM in the seven months ended July 31, up significantly from…
Those who hold a minimum investment in certain series of funds stand to gain; further details will be made available soon
Although most active managers were in negative territory, they beat the benchmark index’s return
Educating members of the large underinsured segment — not selling — is key
Chris Karram, co-CEO and financial advisor with Safebridge Financial Group, discusses how to identify clients who may be underinsured and gives tips on using key…
The changes recognize Gregory Dean’s focus on growth funds and Stephen Groff’s responsibility for dividend equity funds
Fund of funds grows to $237 million
The middle market is underserved and underinsured
The fund, which will offer low duration and income-yielding investments, is for clients looking for exposure to emerging markets but who have little appetite for…
The firm now has 28 US$ funds available in three series, covering a range of investor needs