CIBC Smart Investment Solutions portfolios blend traditional investments with ETFs and alternatives
New class of mutual funds gives investors access to defensive strategies such as short selling, leveraging and use of derivatives
EU regulator says fees ate up 25% of retail investors’ returns
The new alternative mutual funds draw on the strengths of Lawrence Park Asset Management, Marret Asset Management and Munro Partners
The firm is taking over as custodian to three liquid alt funds Picton Mahoney added to its lineup in late September
The CSA is focused on introducing greater investor-protection rules while planning to eliminate some of the unnecessary rules and requirements mutual funds face
CIBC Multi-Asset Absolute Return Strategy features $500 initial minimum investment
The new funds are based on the CSA’s alternative funds framework
Amendments rename commodity pools, and permit the funds to use leverage, both directly and indirectly
Retail investors gain access to the firm’s alternative investing strategies