by admin | Jun 20, 2017 | Blog, Industry Insights, Regulatory
How the industry is getting ready to switch from T+3 to T+2 One day may not seem like a big deal but, when it comes to trade settlements, it is. In fact, it’s a wide-ranging, highly involved shift that involves markets across the globe. Many regions have already made...
by admin | Feb 7, 2017 | Blog, Regulatory
Keeping an investor’s tax bill low can mean higher effective returns While tax considerations should never dictate an investor’s choice of mutual funds, they are still an important part of the selection process. Understanding how different types of mutual funds are...
by admin | Jan 24, 2017 | Blog, Industry Insights
To better understand the attitudes and opinions of Canadian mutual fund holders, the Investment Funds Institute of Canada (IFIC) commissioned independent research firm Pollara to conduct a national study. The latest report – Canadian Mutual Fund Investors’ Perceptions...
by admin | Nov 29, 2016 | Blog, Regulatory
Before a conventional mutual fund manufacturer can sell securities to investors, it must prepare several documents and file them with the appropriate securities regulator. One of those documents is the simplified prospectus. What is a conventional mutual fund? A...
by ext | Oct 4, 2016 | Blog, Industry Insights
Most people know the basic concept of how mutual funds work: a number of investors pool their money and then a portfolio manager invests these combined assets in a specific market, such as Canadian stocks, U.S. bonds, precious metals, etc. Among their many benefits,...
