Fund performance – Investment Executive https://www.investmentexecutive.com Canada's news source for financial professionals Thu, 25 Apr 2024 15:09:36 +0000 en-US hourly 1 https://wordpress.org/?v=5.9.3 https://www.investmentexecutive.com/wp-content/uploads/sites/3/2018/01/cropped-favicon-1-32x32.png Fund performance – Investment Executive https://www.investmentexecutive.com 32 32 Fund costs fell after CRM2 https://www.investmentexecutive.com/news/from-the-regulators/fund-costs-fell-after-crm2/ Thu, 25 Apr 2024 15:05:56 +0000 https://www.investmentexecutive.com/?p=484748 CSA research details the evolution of fund costs in the face of transparency reforms

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]]> AIMCo’s balanced fund falls short of benchmark in 2023 https://www.investmentexecutive.com/news/industry-news/aimcos-balanced-fund-falls-short-of-benchmark-in-2023/ Mon, 22 Apr 2024 19:05:48 +0000 https://www.investmentexecutive.com/?p=484538 Returns affected by high inflation and interest rates, geopolitics, chief executive says

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]]> OSC warns fund managers over misleading yields https://www.investmentexecutive.com/news/from-the-regulators/osc-warns-fund-managers-over-misleading-yields/ Tue, 28 Nov 2023 18:36:12 +0000 https://www.investmentexecutive.com/?p=476117 Regulator's compliance reviews find issues with performance reporting

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]]> AMF consults on total cost reporting for seg funds https://www.investmentexecutive.com/news/from-the-regulators/amf-consults-on-total-cost-reporting-for-seg-funds/ Thu, 02 Nov 2023 21:25:51 +0000 https://www.investmentexecutive.com/?p=474488 Draft rules out for comment, expected to take effect in 2026

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]]> SEC sanctions firms’ theoretical returns reporting https://www.investmentexecutive.com/news/from-the-regulators/sec-sanctions-firms-theoretical-returns-reporting/ Tue, 12 Sep 2023 17:44:38 +0000 https://www.investmentexecutive.com/?p=471388 Investment advisers violated revised marketing rules, regulator alleges

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]]> SEC sanctions firm over crypto hype https://www.investmentexecutive.com/news/from-the-regulators/sec-sanctions-firm-over-crypto-hype/ Mon, 21 Aug 2023 19:44:23 +0000 https://www.investmentexecutive.com/?p=470362 Robo-advisor violated rules when touting hypothetical performance

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]]> ETF investors continued to favour cash in July https://www.investmentexecutive.com/news/industry-news/etf-investors-continued-to-favour-cash-in-july/ Wed, 02 Aug 2023 20:39:27 +0000 https://www.investmentexecutive.com/?p=469643 New money market products were rewarded, according National Bank's monthly report

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]]> CFRs, crypto firms top OSC compliance reviews https://www.investmentexecutive.com/news/from-the-regulators/cfrs-crypto-firms-top-osc-compliance-reviews/ Thu, 27 Jul 2023 19:37:31 +0000 https://www.investmentexecutive.com/?p=469340 Report on industry conflicts to be published soon with CSA, CIRO

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]]> ESMA seeks to curb investors’ fund costs https://www.investmentexecutive.com/news/from-the-regulators/esma-seeks-to-curb-investors-fund-costs/ Wed, 17 May 2023 18:19:27 +0000 https://www.investmentexecutive.com/?p=465719 Regulators ask lawmakers for action on investment fund costs

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]]> New ESG funds pay dividends https://www.investmentexecutive.com/newspaper_/focus-on-products/new-esg-funds-pay-dividends/ Tue, 11 Apr 2023 04:08:00 +0000 https://www.investmentexecutive.com/?p=463190 Yields are lower than those of competitors, but company quality is higher

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