The firms are also launching a new mutual fund family
Travis Goldfeldt will take over lead manager duties from incoming Mawer president Craig Senyk
Conversions will bring lower management fees
New funds subadvised by SIA Wealth Management feature ETF series
Two Wealth Compass funds may not qualify as mutual fund trusts for 2018
New subadvisor announced for global equity fund
Fund mergers and investment objective changes will take effect in February
The system could reduce the overall global cost of fund distribution by as much as US$4.2 billion
“Monthly-fixed” policy will apply to five portfolios
Long gone are the days when mutual funds and ETFs were two solitudes. Having both products has proven to be a winning strategy