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Management fees will be reduced on certain funds on July 15

The wealthy can help empower women: UBS report

The fund, which is the firm’s first foray into impact investing, aims to capitalize on research that shows firms led by women tend to be more successful financially

The funds, which will be terminated on June 28, no longer accept additional investments

  • By: IE Staff
  • March 1, 2016 March 1, 2016
  • 14:50

Two ETF portfolio mutual funds will now invest up to 75% of their assets in foreign securities while three bond mutual funds have seen a modification to their investment strategy, among other changes

The new series to various mutual funds and ETFs will provide regular monthly cash flow within fee-based accounts

New names for two funds

  • By: IE Staff
  • October 28, 2015 October 28, 2015
  • 10:50

Series I, Series T5 and Series T8 of several funds will be terminated in November

Firm will terminate Series NBF for four funds

Three of the new funds are actively managed funds of ETFs

Caps coming to certain fund series