Despite the different business models, growth in assets under management and smaller advisor paycheques, firms continue to please their advisors in the areas that matter most
Paula Hewitt, head of legal at Dundee Goodman Private Wealth, gives pointers on how to create a successful and compliant social media strategy. She lists the three “must nots”, what you can do, and explains how to implement a successful strategy online. Hewitt spoke to Clare O’Hara, staff writer with Investment Executive.
Montreal-based O’Leary Funds Management LP has introduced O’Leary Tactical Income Fund, which aims to emphasize income generation throughout the interest rate and credit cycles by investing primarily in fixed-debt instruments, senior floating-rate loans and other floating-rate debt instruments of investment-grade and non-investment-grade Canadian and global issuers. The fund is managed by Montreal-based Stanton Asset Management […]
Toronto-based CIBC Asset Management Inc. (CIBCAM) has announced portfolio subadvisor changes to its lineup of international equities funds. U.S.-based Pzena Investment Management LLC has been appointed as a portfolio subadvisor for Imperial International Equity Pool. Pzena joins existing subadvisors American Century Investment Management Inc. of Kansas City, Los Angeles-based Causeway Capital Management LLC, CIBCAM and […]
Toronto-based RBC Global Asset Management Inc. (RBCGAM) has launched four new equity funds: RBC Global Equity Fund, RBC U.S. Equity Value Fund, RBC Japanese Equity Fund and RBC Asia Pacific Ex-Japan Equity Fund. RBC Global Equity Fund will be managed by RBCGAM’s London-based global equities team. RBC U.S. Equity Value Fund will be managed by […]
Toronto-based AGF Investments Inc. is looking to simplify its current product suite through several proposed changes. AGF is proposing to merge AGF Global Government Bond Fund with AGF Global Aggregate Bond Fund on or about May 23. Investment objective changes are proposed for AGF Elements Global Portfolio, AGF Elements Global Portfolio Class and AGF Income […]
For the sixth year in a row, Investment Executive (IE) spoke with compliance officers (COs) and executives at various financial services firms to find out what they think about both the regulators that oversee their businesses and the important changes to the regulatory environment. This year, like last year, the list of survey participants has […]
Some regulators are seeing improvements in their ratings, and it's evident they're making an effort to be collaborative
Toronto-based Sun Life Global Investments (Canada) Inc. has introduced Sun Life NWQ Flexible Income Fund, which is subadvised by Los Angeles-based NWQ Investment Management Co. LLC. This high-yield income fund provides unitholders with monthly fixed distributions from a mandate that seeks to achieve income and capital appreciation by investing primarily in a diversified portfolio of […]
Becoming the new head of ScotiaMcLeod is the culmination of a lifelong journey for Alex Besharat