MD Platinum provides institutional-level investment strategies to Canadian discretionary retail investors
The assets of Hong Kong-based Clearwater Capital Partners will be added to Fiera’ private alternative investments division
Co-operation agreement fosters cross-border oversight of alternative fund managers
A large portion of the firms’ fee revenue is locked in and leverage remains modest
Alternative investments may hold answers when clients seek both returns and stability
Look “under the hood” of alternatives
Investment and mutual fund dealers would have the ability to pitch alternative investments to the average investor the same way they sell mutual funds
The goal is to widen access for investors by improving liquidity
These funds hold non-traditional investments or use complex investment and trading strategies, which represent added risks to investors
Although the industry is in favour of expanding investors' access to alternative investments, investor advocates are opposed