A number of smaller investment dealers have made acquisitions to improve the depth of their product shelves
New strategy aims to create a diversified portfolio of private debt investments “below the target size” of large infrastructure debt lenders
A Natixis survey finds institutional investors are positioning themselves defensively
The fund aims to offer positive absolute returns with low volatility regardless of market conditions
Advisors need to understand the strategies of the products they recommend
Investors could consider reworking the traditional 60-40 portfolio
Deal sees Sun Life acquiring 51% of Crescent Capital
Lynds will serve as managing director, head of retail business
New hire recently served as senior director at KPMG Canada
Belle Kaura will chair the organization for two more years