Portfolio management | Investment Executive https://www.investmentexecutive.com/tag/portfolio-management/ Canada's news source for financial professionals Wed, 05 Nov 2025 21:49:01 +0000 en-US hourly 1 https://wordpress.org/?v=6.8.3 https://www.investmentexecutive.com/wp-content/uploads/sites/3/2018/01/cropped-favicon-1-32x32.png Portfolio management | Investment Executive https://www.investmentexecutive.com/tag/portfolio-management/ 32 32 Funds compliant on AI claims: OSC https://www.investmentexecutive.com/news/from-the-regulators/funds-compliant-on-ai-claims-osc/ Wed, 05 Nov 2025 21:49:01 +0000 https://www.investmentexecutive.com/?p=524655 Regulatory review found no evidence of AI washing among investment funds

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]]> Proprietary shelves, sales pressure not a problem, most retail planners say https://www.investmentexecutive.com/in-depth_/report-cards/proprietary-shelves-sales-pressure-not-a-problem-retail-planners-say/ Tue, 21 Oct 2025 13:40:37 +0000 https://www.investmentexecutive.com/?p=523169 But banks’ big mutual fund fees are, investor advocate says

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]]> Patriotism sure, just not for portfolios: NBF https://www.investmentexecutive.com/news/research-and-markets/patriotism-sure-just-not-for-portfolios-nbf/ Tue, 22 Jul 2025 21:28:35 +0000 https://www.investmentexecutive.com/?p=515808 Buy local trend hasn't resonated with Canadian investors quite yet

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]]> Court strikes personal claim over portfolio https://www.investmentexecutive.com/news/from-the-regulators/court-strikes-personal-claim-over-portfolio/ Wed, 16 Jul 2025 13:28:25 +0000 https://www.investmentexecutive.com/?p=515322 Alleged damages were suffered by a family corporation, not in personal capacity, court finds

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]]> Insurers face fallout from Iran-Israel conflict: DBRS https://www.investmentexecutive.com/news/insurers-face-fallout-from-iran-israel-conflict-dbrs/ Tue, 24 Jun 2025 17:58:25 +0000 https://www.investmentexecutive.com/?p=513513 Most insurance lines impacted, along with insurers' investment portfolios

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]]> OSC deal opens doors in Asia for fund managers https://www.investmentexecutive.com/news/from-the-regulators/osc-deal-opens-doors-in-asia-for-fund-managers/ Wed, 14 May 2025 15:40:24 +0000 https://www.investmentexecutive.com/?p=509799 Agreement between Ontario and Hong Kong aims to ease market access

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]]> Envestnet brings direct indexing to UMAs in Canada https://www.investmentexecutive.com/news/industry-news/envestnet-brings-direct-indexing-to-umas-in-canada/ Tue, 01 Apr 2025 17:57:14 +0000 https://www.investmentexecutive.com/?p=505949 Launch is part of firm's broader initiative to expand within the country

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]]> Stagflation is here to stay, regardless of tariffs https://www.investmentexecutive.com/news/research-and-markets/stagflation-is-here-to-stay-regardless-of-tariffs/ Tue, 11 Mar 2025 20:59:12 +0000 https://www.investmentexecutive.com/?p=504321 'I don’t think you can continue on as you’ve done historically,' portfolio manager says

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