Platform-traded funds – Investment Executive

TMX to close down fund platform

jameslangton — Mon, 26 Sep 2022 21:08:46 +0000

The exchange will shut down TSX NAVEx at the end of this year

gregdalgetty — Fri, 04 Oct 2019 18:11:56 +0000

The firm’s investment fund clients can now offer PTF versions of their funds on NEO Connect

Maddie Johnson — Wed, 11 Sep 2019 16:36:49 +0000

The new PFT will utilize the NEO Connect platform

jameslangton — Thu, 11 Jul 2019 14:56:44 +0000

It's the first fund dealer to offer its reps direct access to platform-traded funds

gregdalgetty — Fri, 31 May 2019 16:07:00 +0000

A mutual fund innovation waits for its moment in the sun

Alan — Fri, 08 Mar 2019 20:02:00 +0000

Product Watch

Anne-Marie Vettorel — Tue, 19 Feb 2019 15:00:13 +0000

Fee model aligns manager proﬁtability with the results achieved by clients

Alan — Mon, 10 Sep 2018 16:11:35 +0000

The fund allows accredited investors only to purchase units for self-directed registered accounts

Alan — Mon, 11 Jun 2018 15:00:20 +0000

Advisor network gains access to NEO connects platform-traded funds

Alan — Thu, 19 Apr 2018 21:30:31 +0000

NEO Connect and Univeris partner to expand platform to mutual fund dealers