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
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
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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
First Asset Canadian REIT ETF was recently converted into an ETF from a closed-end fund
With the positive performance of equity markets many investors have been happy with index returns and fees
The transfer of more than 100 funds takes effect on July 23
The guidelines are intended to help fund managers disclose the historic volatility of their funds on a consistent basis
Total AUM for the first half of 2015 was $1.2 trillion, up by 10.8% vs a year earlier
Enhanced U.S. Equity Class and Global REIT fund join lineup
GBKX is the first index designed to track the performance of global systematically important banks
Maestro Portfolios combine long-term outlook with dynamic asset allocation strategies
Shareholders approve conversion of CanBanc Income fund into an ETF while a final prospectus has been filed in connection with First Asset Canadian REIT Income…
Equity products were the most popular
The global ETF/ETP industry had total assets of US$2.97 trillion at the end of June
CIO also heads up Sentry’s global equity team