Fund performance – Investment Executive https://www.investmentexecutive.com Canada's news source for financial professionals Fri, 20 Dec 2024 15:48:46 +0000 en-US hourly 1 https://wordpress.org/?v=5.9.3 https://www.investmentexecutive.com/wp-content/uploads/sites/3/2018/01/cropped-favicon-1-32x32.png Fund performance – Investment Executive https://www.investmentexecutive.com 32 32 FCA sets out to redesign U.K. retail investment disclosure https://www.investmentexecutive.com/news/from-the-regulators/fca-sets-out-to-redesign-uk-retail-investment-disclosure/ Thu, 19 Dec 2024 19:23:36 +0000 https://www.investmentexecutive.com/?p=498942 Regulators seek more useful, flexible product disclosures

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]]> Evergreen funds are gaining in popularity. Here’s why https://www.investmentexecutive.com/newspaper_/focus-on-products/evergreen-funds-are-gaining-in-popularity-heres-why/ Mon, 11 Nov 2024 05:10:00 +0000 https://www.investmentexecutive.com/?p=495954 The funds accounted for at least US$350 billion in global net asset value in 2023

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]]> Fidelity wins top group honours at Lipper Awards https://www.investmentexecutive.com/news/products/fidelity-wins-top-group-honours-at-lipper-awards/ Thu, 07 Nov 2024 16:45:01 +0000 https://www.investmentexecutive.com/?p=496234 SEI takes award for best overall mutual fund group

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]]> One fund drags sustainable category to record outflows in Q2 https://www.investmentexecutive.com/news/products/one-fund-drags-sustainable-category-to-record-outflows-in-q2/ Thu, 15 Aug 2024 20:44:51 +0000 https://www.investmentexecutive.com/?p=491248 Despite the quarterly result, sustainable fund assets grew to $60 billion

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]]> Crypto ETFs continue losing ground to U.S. competitors https://www.investmentexecutive.com/news/products/crypto-etfs-continue-losing-ground-to-u-s-competitors/ Fri, 03 May 2024 17:26:50 +0000 https://www.investmentexecutive.com/?p=485176 Total inflows for Canadian ETFs has hit $19 billion for the year to date

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]]> Fund costs fell after CRM2 https://www.investmentexecutive.com/news/from-the-regulators/fund-costs-fell-after-crm2/ Thu, 25 Apr 2024 15:05:56 +0000 https://www.investmentexecutive.com/?p=484748 CSA research details the evolution of fund costs in the face of transparency reforms

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]]> AIMCo’s balanced fund falls short of benchmark in 2023 https://www.investmentexecutive.com/news/industry-news/aimcos-balanced-fund-falls-short-of-benchmark-in-2023/ Mon, 22 Apr 2024 19:05:48 +0000 https://www.investmentexecutive.com/?p=484538 Returns affected by high inflation and interest rates, geopolitics, chief executive says

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]]> OSC warns fund managers over misleading yields https://www.investmentexecutive.com/news/from-the-regulators/osc-warns-fund-managers-over-misleading-yields/ Tue, 28 Nov 2023 18:36:12 +0000 https://www.investmentexecutive.com/?p=476117 Regulator's compliance reviews find issues with performance reporting

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]]> AMF consults on total cost reporting for seg funds https://www.investmentexecutive.com/news/from-the-regulators/amf-consults-on-total-cost-reporting-for-seg-funds/ Thu, 02 Nov 2023 21:25:51 +0000 https://www.investmentexecutive.com/?p=474488 Draft rules out for comment, expected to take effect in 2026

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]]> SEC sanctions firms’ theoretical returns reporting https://www.investmentexecutive.com/news/from-the-regulators/sec-sanctions-firms-theoretical-returns-reporting/ Tue, 12 Sep 2023 17:44:38 +0000 https://www.investmentexecutive.com/?p=471388 Investment advisers violated revised marketing rules, regulator alleges

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