by admin | Oct 10, 2017 | Blog, Industry Insights
Terms such as “mutual fund manufacturers,” “portfolio managers” and “mutual fund dealers” are thrown around a lot in the financial services industry. But what do these organizations actual do? Here, we give you an overview of several key entities operating in the...
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 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 | 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,...
by ext | Aug 30, 2016 | Blog, Industry Insights
Four reasons investors choose exchange-traded funds An exchange-traded fund (ETF) is, as its name suggests, a fund that’s traded on a stock exchange. ETFs are generally designed to track a particular index or combination of indices. For example, a Canadian equity ETF...
