Product launch

Decorative pattern

Artemis Investment Management closing European fund

Artemis Investment Management Limited has announced that its European Strategic Balanced Fund will terminate on January 9, 2017.

By Staff |December 9, 2016

1 min read

Decorative pattern

Custom portfolios now offered by robo ModernAdvisor

ModernAdvisor has launched a Custom Portfolios service, which will enable investors to personalize their portfolios based on their needs and preferences.

By Staff |December 9, 2016

1 min read

Decorative pattern

Franklin Templeton implements auto-switch, reduces fee

Starting Dec. 12, 2016, Franklin Templeton Investments Corp. is implementing monthly automatic switching, making it easier for investors to receive preferred pricing. For fee-based accounts, when clients reach a balance of $100,000 or more, they’ll be automatically switched to the corresponding simplicity pricing series, where applicable. For commission-based accounts, advisors will be notified on a […]

By Staff |December 8, 2016

2 min read

Decorative pattern

TD AM lowering max annual fees of 45 mutual funds

TD Asset Management, manager of TD Mutual Funds, is lowering the maximum annual management fees on select series of 45 TD Mutual Funds, effective March 28, 2017

By Staff |November 22, 2016

1 min read

Decorative pattern

Mackenzie Investments announces fund mergers, changes

Mackenzie Financial Corporation has announced that investors have approved the merger of nine Mackenzie funds (see the table below), and that there will be changes to the investment objectives of two Mackenzie funds.

By Staff |November 22, 2016

1 min read

Decorative pattern

First Asset announces portfolio management change

Effective today, Signature Global Asset Management will assume portfolio management responsibilities for the First Asset Hamilton Capital European Bank ETF. The fund is currently managed by First Asset Investment Management.

By Staff |November 18, 2016

1 min read

Decorative pattern

Franklin Templeton offering two more fixed-income funds

Franklin Templeton Investments has launched the Franklin Bissett Canadian Government Bond Fund and the Franklin Quotential Fixed Income Portfolio.

By Staff |November 16, 2016

1 min read

Decorative pattern

Investors Group launches discretionary and fee-based accounts

Investors Group has a new separately managed account program, Azure Managed Investments, as well as a new fee-based account. Azure Managed Investments are discretionary-managed accounts. There are seven different investment mandates available that provide core equity exposure in Canadian, U.S., North American and international equity markets, and are managed with support from I.G. Investment Management, […]

By Staff |November 14, 2016

1 min read

Decorative pattern

Franklin Templeton offers new liquid alt fund

Franklin Templeton Investments Corp. is now offering the Franklin K2 Alternative Strategies Fund to accredited Canadian retail investors. Previously available only to Canadian institutional investors, this multi-manager, liquid alternative strategy provides access to hedge fund managers. With its diversified portfolio of hedge strategies, the fund seeks to provide attractive risk-adjusted returns with reduced portfolio volatility […]

By Staff |November 7, 2016

1 min read

Decorative pattern

Invesco announces fund changes, fixed-income expansion

Invesco has announced changes to its product lineup in response to tax-treatment changes from the 2013 federal budget. Subject to regulatory approval, Invesco plans to merge shares of Invesco Intactive Strategic Capital Yield Portfolio Class into units of Invesco Intactive Strategic Yield Portfolio, effective at close of business on March 24, 2017. Concurrently, Invesco plans […]

By Staff |November 7, 2016

2 min read

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