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Competing for shelf space will be more difficult, thanks to tightening product shelves and regulatory requirements

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But the closure of the two ETFs doesn’t mean SLGI will be out of ETFs permanently as the firm says it’s “refining” its ETF strategy

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SLGI and Excel are proposing that the current master declaration of trust governing Excel’s suite of funds be amended

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The proposed revisions include fund mergers, investment objective changes, fee changes

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D-class and IS-class units across all Excel mutual funds closed to new investments

  • By: IE Staff
  • February 8, 2018 February 8, 2018
  • 11:15
Computershare to acquire exempt market business of Canadian Western Trust

The purchase expands Sun Life’s wealth management business in Canada with a broader lineup of emerging market funds

  • By: Leah Golob
  • January 3, 2018 January 21, 2018
  • 12:25
Street Capital appoints chief product and marketing officer

Kevin Dougherty moves to a new position focused on innovation while Jacques Goulet joins as president of Sun Life Financial Canada and Jordy Chilcott is appointed head of investment distribution at SLGI

The introduction of four new series provide more value and choice to investors

  • By: IE Staff
  • December 14, 2017 December 14, 2017
  • 16:30

The decision follows portfolio manager changes at Sentry following the firm’s acquisition by CI Financial Corp.

  • By: IE Staff
  • October 31, 2017 October 31, 2017
  • 16:30

The insurance giant's purchase of Excel Funds represents an "entryway" to the emerging markets asset class

  • By: Jade Hemeon
  • September 21, 2017 December 18, 2017
  • 23:55