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Keyword: Portfolio managers

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The firm is also lowering fees for a number of funds

  • By: IE Staff
  • June 14, 2019 July 10, 2019
  • 13:40
open door business

Sarbit Asset Management was acquired by IA in 2008

Why to consider multifactor ETFs

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Portfolio manager named director of private client wealth

  • By: IE Staff
  • January 22, 2019 July 2, 2019
  • 12:50
Overhead view of young business men shaking hands

Each party has different roles and responsibilities, and different regulatory obligations, to the client

Compliance reviews are increasingly leading to enforcement action

gavel with $100-bill background

The commission has reprimanded the portfolio manager for failing to identify and respond to conflicts of interest in connection with WisdomTree ETFs

Gavel and judgement on desk

Portfolio manager accused of failing to identify and respond to conflicts of interest in connection with WisdomTree ETFs

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 July 1, 2019
  • 12:05