Less restrictive investment minimums open product to more clients
Some funds not using CSA’s 2017 risk classification methodology
Available as mutual funds and ETFs, the new funds provide exposure to publicly listed global real assets
The head of BMO GAM and CETFA’s chairman expects to see a resurgence in mutual funds
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
Investors now have the ability to seamlessly switch among a wide range of funds
Having both products as investment options enhances the ability of advisors to create portfolios that best meet their clients’ needs
In connection with a proposed change in investment objectives, CI proposes a name change for the fund
The adjustments to the investment objectives of four mutual funds will more accurately describe how each fund is managed
Manulife Asset Management (U.S.) will become the portfolio subadvisor for four mutual funds effective Sept. 4