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Keyword: Investment funds

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Significant product changes offer opportunities to engage clients, get to know them better and address suitability

Paul Holba is the new chief investment officer for Empire Life Investments Inc.

Holba joined Empire Life Investments in 2009 and previously served as vice-president, retail distribution

  • By: IE Staff
  • July 4, 2022 July 4, 2022
  • 14:34
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Sweeping compliance review finds issues with fund industry charging practices

Lightbulb drawn around tree image, indicating sustainable ideas

Proposals to enhance disclosure to fund investors out for 60-day comment period

ESG results

Portfolio composition explains some but not all of ESG funds' advantages, ESMA finds

angry client meeting

CSA, CCIR propose new cost reporting requirements for investment and seg funds

Business chart with glowing arrows and world map

Mutual fund sales weak, but assets, ETF sales stay solid, IFIC reports

natural environment

The top area of investment focus was the environment, a Mackenzie study found

  • By: IE Staff
  • April 21, 2022 April 21, 2022
  • 12:14
increase

Investors now have access to more than 200 ESG funds

stock market bounce back

Regulators call for improvements in stress-testing and valuation