Dan Richards, CEO, Client Insights and Lynn McGrade, partner at Borden Ladner Gervais LLP, discuss how advisors and investors may benefit from the Canadian Securities Administrators’ proposal to make alternative funds available to retail investors.
Dan Richards, CEO, Client Insights and Rebecca Cowdery, partner at Borden Ladner Gervais LLP, discuss the Canadian Securities Administrators' proposal to make alternative funds available to retail investors, with heightened restrictions. Comments close Dec. 21.
The modernized rules would introduce investment restrictions, including concentration limits, liquidity requirements, and borrowing restrictions
CC&L Global Market Neutral Fund opening to individual investors
The firm aims to expand its offerings in alternative investments
With the strong historical returns of traditional balanced portfolios difficult to sustain, a new report from BMOGAM recommends alternative investments with unique strategies
Acquisition of asset-management firm will help advisors and their wealthy clients, who seek interesting investments non-correlated to the stock markets