U.S. research finds that benchmarks matter in fund performance reporting
The best solution to the complex transition may be flexibility
GuardPath funds aim for steady cash flow over 20 years or a large payout for survivors in 2042
Evaluating the two options requires understanding your client’s needs, particularly concerning liquidity
IFIC data show that redemptions from equities funds continued
Bear markets are a good time to employ the strategy with clients who can handle the complexity
More than three in four Canadian sustainable equity funds underperformed their category peers in Q2
Investors withdrew US$136 billion globally from mutual funds and ETFs in the first half of this year
Canadian depositary receipts give direct exposure to more big U.S. names
Mutual funds saw $3.5 billion in net redemptions for the first half of 2022, but ETFs are still positive