Reginald Browne, sr. managing director, global co-head, ETF group, Cantor Fitzgerald & Co., explains the benefits of this tax efficient and diversified asset class and…
In part one of the roundtable, the managers discuss discuss the overall prospects for this market segment
ETFs are picking up traction in the United States and Europe
Tony Garcia succeeds George Mohacsi
Series of funds will be tailored to higher net worth Canadians
Market orders leave investors exposed to higher costs
Due to the elimination of tax benefits, closing the funds is in the best interests of shareholders, the company says
Versatile mandate allows the portfolio advisor to invest in a focused “best ideas” portfolio
Management fee on iShares S&P/TSX Capped Composite Index ETF lowered to 5 bps
Funds can now invest in iShares ETFs, index securities
Fund invests primarily in Canadian energy and resource equities
Term 30/65 addresses affordability concerns
Nasdaq enhances index methodology
Cash distributions targeted at 6.5% per year
Changes also affect three balanced funds
AUM up $34 billion to $1.05 trillion
The net asset size of the fund has been reduced to a level below which it is no longer economically feasible to continue
Manulife Asset Management’s Alan Wicks manages balanced funds that generate income
Courses offer online and classroom options for industry professionals
Insurer enhances group retirement offer
Funds offer investors opportunities beyond Canada
Sub-advisor changes intended to strengthen fund lineup
The portfolio includes an allocation to short duration corporate bonds and floating rate securities
Tetrem's Daniel Bubis says some defensive dividend stocks just “bond proxies”
Fund closed on March 3