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Keyword: Portfolio managers

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

  • July 16, 2018 July 16, 2018
  • 14:30
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Regulator to consider allegations against portfolio and investment manager at July 3 hearing

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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

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

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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 August 1, 2018
  • 14:50

Investment commentary and reporting have been challenging to automate because of the skill required to analyze investment data, articulate the rationale behind investment decisions and ensure quality control

  • By: IE Staff
  • December 19, 2017 December 19, 2017
  • 14:45