by ext | Oct 18, 2016 | Blog
Mutual fund managers typically use one of two investment strategies: top-down or bottom-up. Top-down The top-down approach begins by looking at macroeconomic data and trends (e.g., inflation, interest rates and economic growth) to determine the regions, as well as the...
by ext | Aug 23, 2016 | Blog, Industry Insights
We’re living and working in an era of regulatory change in the global investment industry. When looking at the big picture, it’s important to note that Canada’s regulatory environment has some unique features. The Investment Funds Institute of Canada (IFIC) recently...
by ext | Aug 19, 2016 | Blog, Industry Insights
Point of sale: Fund Facts must be delivered before purchase On May 30, 2016, it became mandatory for advisors to deliver the Fund Facts document to clients before they purchase a mutual fund. Let’s explore the content of Fund Facts, how advisors must deliver it and...
by ext | Aug 19, 2016 | Blog, Industry Insights
Working with an advisor helps investors reach their financial goals Many advisors enter their profession because they know they can make a meaningful impact on the lives of clients and their clients’ family members. Advisors gain satisfaction from helping clients...
by ext | Aug 19, 2016 | Blog, Industry Insights
The “ACBs” of the investment industry – Part I Most people who are getting started in the investment funds industry are struck by the incredible number of confusing acronyms their coworkers tend to casually throw into conversation each day. It’s really quite...
