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magnifying glass

Tougher rules for complaints reporting draw criticism

Investor advocates want even stricter rules, but industry groups raise concerns about timing and jurisdiction

centre of attention

Beware the narcissistic fund manager

Research finds narcissists take more risks and deliver lower returns

House placed on coins Men's hand is planning savings money of coins to buy a home concept concept for property ladder, mortgage and real estate investment. for saving or investment for a house,

Anti-flipping proposal may get bogged down with exemptions

Nonetheless, the budget proposal would provide clarity to the Canada Revenue Agency

A truck transports a component of a wind turbine in Germany.

Low-carbon investing is not a simple decision

Responsible investing can mean avoiding fossil fuels, or it can mean investing in and engaging with energy companies

ESG real estate

Putting real estate investments to the ESG test

New benchmarks measure companies’ environmental and social responsibility in the real estate sector

ESG results

ESG proves useful for bond funds

Screens would have excluded Russian sovereigns and avoided losses

increase

Sustainable AUM doubled in Canada in 2021

Investors now have access to more than 200 ESG funds

growth in challenging times

Small seg fund families among winners in 2021

Segregated fund families: Swing from value to growth helped some fund families while hindering several large firms

doctor clients

Wealth firms woo doctor clients

Four years after Scotiabank acquired MD Financial, banks and indies still compete for physicians

profits soar

Investment industry profits soar

Client AUM is up by 55% since the pandemic began

Shareholders demand banks act on climate

But the banks say that climate-related shareholder proposals limit their options for achieving net-zero commitments

Queen's Park, Ontario, Canada

Industry gives “thumbs down” to new capital markets act

Bill would alter balance between legislature and the OSC

bull and bear stock market

Financial services firms in good position to weather expected market volatility

Profit Survey: Eleven firms increased their dividends in the latest quarter

Helen Hayes

Mitigating climate risk to limit investment risk

Newsmaker: New head of iShares Canada says her firm is using sustainability data to inform investment decisions

environment

CSA climate disclosure consult fails to find consensus

Commenters decried the “comply or explain” model for emissions reporting

Business lawyer team. Working together of lawyer in the meeting.

Expanded reporting rules for bare trusts have estate practitioners uneasy

Clients may have bare trust arrangements without being aware of them

will and testament signature

Nova Scotia case fails to clarify beneficiary designations

Conflicting case law continues to create uncertainty

crowd divided

Industry and investors divided over OBSI review

Binding compensation remains a sticking point

top performance

Adept bond investing propelled firms to top of annual rankings

Mutual Fund Families ranking: Energy, bank and real estate equities also performed well in 2021

criticism

Proposal for new investor advisory panel faces criticism

Advocates and industry agree: Think bigger about the IAP

teamwork

A team approach to investment strategy

Newsmakers: Manulife’s chief investment strategists emphasize market defence with fixed income

New recent investment products

Carbon emissions allowance futures, banks' fixed income securities and sustainable short-term corporates are among the recently announced funds

  • By: IE Staff
  • February 14, 2022 February 14, 2022
  • 15:47
piggy banks proliferate

Banks deny impropriety

Institutions respond to tied selling allegations

Is the OSC taking on too much at once?

Critics are concerned reform initiatives will become unmanageable

economists' forecasts for 2022

Economists anticipate strong but moderate growth in 2022

Inflation is expected to remain higher than targeted