Ontario Court of Appeal determines that mutual fund firms must still answer for their actions in court
Clients are taking a conservative approach to their savings
In a lousy year for mutual funds in general, those that followed unexciting investment strategies tended to perform well
Ontario court dismisses appeal by CI and AIC
Franklin Templeton, RBC Global, and National Bank also honoured by research firm DALBAR
Mandate of funds expanded to include high yield debt
American Century Investment Management appointed sub-advisor to four portfolios
Dynamic, Fidelity lauded
Clients are diversifying fixed-income investments to find higher yields