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In a market dominated by big banks and multinationals, smaller providers must overcome significant barriers to thrive

building blocks

Two experts explain their selections

early bird gets the worm

Funds that launch first often gather more assets and charge higher fees, but they don’t always maintain their top status

  • By: Yan Barcelo
  • October 15, 2023 October 11, 2023
  • 00:00
Rohit Mehta

Newsmaker: In a more crowded ETF field, Rohit Mehta says there’s still room for innovation

split money

The fund invests exclusively in dividend-paying preferred shares

  • By: Rudy Luukko
  • August 28, 2023 September 8, 2023
  • 00:07
Extreme closeup of an annual report -- based on the "portfolio facts," the fund is a 100% stock mutual fund

New launches include emerging markets, ESG and private markets, while Invesco is closing multiple funds

New products include target-date RESP funds, covered calls and high-interest savings

Evolve launched two index ETFs with covered calls and plans to close its Enhanced FANGMA Index ETF

Amazon

Purpose is first in Canada with single-stock ETFs, while CIBC launched new Canadian depositary receipts

Panellists discussed the funds during the ETFGI summit