Investment Executive PM newsletter

Thursday November 11, 2021
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From the Regulators
Former fund industry exec convicted of fraud
Syndicated mortgage firms never invested clients' money, the court found
November 11, 2021

Jamie Golombek
Rebalancing your client’s portfolio may require a balancing act
Considerations include a potential hike to the capital gains inclusion rate
November 10, 2021

Products
Short-term bond ETFs provide yield for conservative investors
These ETFs can act as a liquidity tool or a tactical tool
November 9, 2021

Industry News
CI reports record third-quarter results
The firm also announced its investment in alternative wealth platform GLAS Funds
November 11, 2021

From the Regulators
Basel committee revises banks' disclosure requirements
Updated rules for 2023 reflect latest market risk standards
November 11, 2021

Industry News
Guardian Capital reports net loss, asset growth in Q3
Assets under management grew 62% year over year
November 11, 2021

Research and Markets
Crypto regulation would boost banks: Moody's
November 11, 2021

Comment & Insight
Time to embrace climate disclosure
November 1, 2021


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