Morningstar to launch ESG scores for funds
Investors will be able to compare funds across categories, relative to benchmarks, and over time using ESG factors
- By: James Langton
- August 13, 2015 August 13, 2015
- 10:00
Latest news in Products
Sentry brings in experienced portfolio manager
Ben Chim, who has developed expertise in fixed-income at Sprott Asset Management, TD Asset Management and CI, will manage Sentry’s credit portfolios
- By: Tessie Sanci
- August 11, 2015 August 11, 2015
- 10:30
Manulife Investments launches two new products
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
- August 10, 2015 August 10, 2015
- 13:35
BlackRock Canada launches two ETFs
New funds offer U.S. mid-cap exposure
- By: Tessie Sanci
- August 10, 2015 August 10, 2015
- 10:10
Sun Life Global Investments launches new energy fund
Asset manager introduces Series EF funds for investors with fee-based accounts
- By: IE Staff
- August 10, 2015 August 10, 2015
- 09:40
ETFs and ETPs gaining much more in net new AUM in 2015
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…
- By: James Langton
- August 7, 2015 August 7, 2015
- 09:20
National Bank to lower management fees for some investors
Those who hold a minimum investment in certain series of funds stand to gain; further details will be made available soon
- By: Tessie Sanci
- August 6, 2015 August 6, 2015
- 15:50
Active managers outperform in Q2
Although most active managers were in negative territory, they beat the benchmark index’s return
- By: Jade Hemeon
- August 6, 2015 August 6, 2015
- 13:10
The insurance gap: Focus on the middle market
Educating members of the large underinsured segment — not selling — is key
- By: Megan Harman
- July 31, 2015 November 9, 2019
- 10:10
Use life events to close the insurance gap
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…
- By: Chris Karram
- July 30, 2015 November 9, 2019
- 10:45
Portfolio management changes for Cambridge funds
The changes recognize Gregory Dean’s focus on growth funds and Stephen Groff’s responsibility for dividend equity funds
- By: IE Staff
- July 30, 2015 July 30, 2015
- 09:00
Kensington Venture Fund successfully completes third closing
Fund of funds grows to $237 million
- By: James Langton
- July 29, 2015 July 29, 2015
- 12:30
The insurance gap: A growing opportunity
The middle market is underserved and underinsured
- By: Megan Harman
- July 29, 2015 November 9, 2019
- 10:45
RBC launches emerging markets fund
The fund, which will offer low duration and income-yielding investments, is for clients looking for exposure to emerging markets but who have little appetite for…
- By: Tessie Sanci
- July 28, 2015 July 28, 2015
- 10:00
RBC GAM launches US$ options for existing funds
The firm now has 28 US$ funds available in three series, covering a range of investor needs
- By: Tessie Sanci
- July 27, 2015 July 27, 2015
- 09:30
Manulife to terminate 10 Standard Life mutual funds
The termination was based on an evolution of the products available at the newly combined organization
- By: Tessie Sanci
- July 24, 2015 July 24, 2015
- 13:30
Scotiabank names new portfolio advisor for fund
LSV Asset Management is a quantitative value equity manager that provides active management for institutional investors
- By: Tessie Sanci
- July 24, 2015 July 24, 2015
- 11:30
RBC pool fund to close in October
Small size and duplication with existing investment mandates cited as reasons for closure
- By: Tessie Sanci
- July 24, 2015 July 24, 2015
- 09:10
References to awards in mutual fund advertising must stop
The subjective element of awards disqualifies their use in sales communications, says an OSC report
- By: James Langton
- July 23, 2015 July 23, 2015
- 12:40
Manulife Investments reduces risk ratings on some funds
The firm also has capped purchases of Manulife Canadian Bond Fund and will cease offering U.S. dollar option series on 40 funds
- By: Tessie Sanci
- July 22, 2015 July 22, 2015
- 15:00
Arrow Capital introduces U.S. dollar series for two funds
The funds are aimed at investors who are looking to minimize currency fluctuations between the US$ and the C$
- By: Tessie Sanci
- July 21, 2015 July 21, 2015
- 14:50
Unitholders approve Trimark fund merger
New name and investment objective for income fund
- By: IE Staff
- July 21, 2015 July 21, 2015
- 13:15
Advisor units of First Asset fund now available
First Asset Canadian REIT ETF was recently converted into an ETF from a closed-end fund
- By: Tessie Sanci
- July 21, 2015 July 21, 2015
- 11:15