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Keyword: Portfolio managers

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financial worker analyzing business data and working with tablet computer

Standard portfolio construction falters because the same tool is used to address two fundamentally different problems

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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
two business partners signing a contract

The draft template details the obligations of investment dealers and portfolio managers in serving shared clients

  • July 16, 2018 July 16, 2018
  • 14:30
Businessman making presentation with his colleagues and business strategy digital layer effect at the office as concept

Regulator to consider allegations against portfolio and investment manager at July 3 hearing

3 usiness people standing a peak

Many investment advisors are making the move to become portfolio managers, which enables them to spend more time with financial planning and investment management. The transition can be difficult but, ultimately, beneficial

Businessman hand showing financial report on table

Advisors can compare two portfolios side-by-side to improve performance

RBC logo Royal Bank of Canada sign

These strategies provide access to a diversified range of global exposures that complement benchmark-centric or domestic portfolios

  • By: Leah Golob
  • March 6, 2018 September 11, 2018
  • 12:33
handshaking and exchanging contract documents

The agreement will make Lionridge’s investment management services available to Wellington-Altus’ clients

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The fund will be available to accredited investors within the next few weeks

Empire Life expands digital applications to seg funds

Empire Life and Canaccord Genuity announce recent hires

  • By: Leah Golob
  • January 15, 2018 September 5, 2018
  • 14:50