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
The termination was based on an evolution of the products available at the newly combined organization
LSV Asset Management is a quantitative value equity manager that provides active management for institutional investors
Small size and duplication with existing investment mandates cited as reasons for closure
The subjective element of awards disqualifies their use in sales communications, says an OSC report
The firm also has capped purchases of Manulife Canadian Bond Fund and will cease offering U.S. dollar option series on 40 funds
The funds are aimed at investors who are looking to minimize currency fluctuations between the US$ and the C$
New name and investment objective for income fund