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Keyword: Mutual funds

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Risk versus value matrix with pushpins and blur effect risk assessment concept

Some funds not using CSA’s 2017 risk classification methodology

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Available as mutual funds and ETFs, the new funds provide exposure to publicly listed global real assets

Businessman Using Calculator With Piggybank And Stack Of Coins On Desk

The head of BMO GAM and CETFA’s chairman expects to see a resurgence in mutual funds

happy young couple discussing with a financial agent

The percentage of clients who are aware of the changes requiring more cost and performance disclosure in their mutual fund statements rose greatly year-over-year

  • By: Pablo Fuchs
  • September 27, 2018 September 27, 2018
  • 15:40
Businessman Using Calculator With Piggybank And Stack Of Coins On Desk

Investors now have the ability to seamlessly switch among a wide range of funds

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Having both products as investment options enhances the ability of advisors to create portfolios that best meet their clients’ needs

people at annual general meeting

In connection with a proposed change in investment objectives, CI proposes a name change for the fund

  • By: IE Staff
  • August 27, 2018 August 27, 2018
  • 10:00
usinessman analyzing investment charts with laptop

The adjustments to the investment objectives of four mutual funds will more accurately describe how each fund is managed

  • By: IE Staff
  • August 16, 2018 August 16, 2018
  • 10:30
businessman documents smart phone digital tablet graph business diagram

Manulife Asset Management (U.S.) will become the portfolio subadvisor for four mutual funds effective Sept. 4

  • By: IE Staff
  • August 2, 2018 August 2, 2018
  • 12:05
coin stacks with letter dice - fees

The two new index mutual funds, part of a suite of changes Fidelity is making to lower expenses, will be available Friday

  • By: Stan Choe
  • August 1, 2018 August 1, 2018
  • 12:40