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Keyword: Fund performance

425 results found
low yield investment

Regulator's compliance reviews find issues with performance reporting

advisor and client meeting

Draft rules out for comment, expected to take effect in 2026

angry client meeting

Investment advisers violated revised marketing rules, regulator alleges


Robo-advisor violated rules when touting hypothetical performance

Piggy bank on calculator

New money market products were rewarded, according National Bank's monthly report

Magnifying glass image

Report on industry conflicts to be published soon with CSA, CIRO

Europe stacks

Regulators ask lawmakers for action on investment fund costs

ESG dividends

Yields are lower than those of competitors, but company quality is higher

global ESG

ESG asset levels rose markedly since 2020, but growth was flattened by last year’s tough economy

Trading screen financial data in red. Selective focus.

Investors may correctly identify a trend, but they typically buy high, as well as pay higher fees