Appointments follow the launch of a new division at Raymond James Ltd. and a retirement announcement from CSI
Most asset classes had positive returns, but trailed market indexes
Private equity fared best in the downturn
All equity segments posted gains in the fourth quarter
The firm’s investment fund clients can now offer PTF versions of their funds on NEO Connect
Most of IGM’s fund services employees in Toronto and Winnipeg will transition to CIBC Mellon
Real estate is a popular exposure, but lags behind in performance satisfaction
Karen Rowe succeeds Duncan Webb
Steve Wolff succeeds Tom Monahan
The firm will provide custody, ETF servicing and investment information delivery for Mackenzie’s four fixed-income ETFs