Portfolio managers

Industry

Fidelity announces fee reductions on several funds

The management fees will be reduced as of December 1.

By Staff |November 28, 2017

1 min read

Products

Straddles and strangles: a primer

Use these strategies to protect downside and capture upside

By Melissa Shin |November 24, 2017

11 min read

Market Insights

Tackling tough markets

Here’s how portfolio managers are responding

By Katie Keir |October 20, 2017

10 min read

Industry

National Bank Investments changes portfolio manager

On or about October 30, 2017, Mackenzie Financial Corporation will become the portfolio manager of the NBI Canadian Equity Growth Fund.

By Staff |October 3, 2017

1 min read

Industry

When to trim troubled positions

Keep an eye on companies that no longer exhibit the fundamental drivers that led you to purchase them in the first place.

By Sarah Cunningham-Scharf |April 13, 2017

3 min read

Industry

3 reasons to add to portfolio positions

Whether you hold a company or not, there are times when it’s advantageous to consider adding exposure.

By Sarah Cunningham-Scharf |April 6, 2017

3 min read

Planning and Advice

Why this advisor went discretionary

Before Marco Gil moved to a discretionary platform, he had to know his ABCs.

By Melissa Shin |March 14, 2017

4 min read

Industry

Sentry makes portfolio manager changes

Sentry Investments has announced two appointments.

By Staff |March 7, 2017

1 min read

Market Insights

How to divest properly

PMs strategize to break up and make up with investments

February 24, 2017

7 min read

Industry

Guidance for portfolio managers working with investment dealers

The Canadian Securities Administrators (CSA) today published CSA Staff Notice 31-347 Guidance for Portfolio Managers for Service Arrangements with IIROC Dealer Members. The notice provides information and guidance for CSA-regulated portfolio managers who enter into custody and trading arrangements with dealer members of the Investment Industry Regulatory Organization of Canada (IIROC). Read: IIROC fines Edward […]

By Staff |November 17, 2016

1 min read

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