Invesco’s flagship Trimark Fund is getting a new skipper. Michael Hatcher has been named lead manager of the existing team that oversees the fund.
AEGON Fund Management has proposed changes to its fund offering, with seven funds being terminated and merged into other existing funds.
RBC Global Asset Management Inc. announced today the launch of BlueBay Emerging Markets Corporate Bond Fund, RBC U.S. Mid-Cap Value Equity Fund and RBC U.S. Small-Cap Core Equity Fund for individual and institutional investors in Canada. The emerging markets fund is sub-advised by BlueBay Asset Management and the U.S. equity funds are sub-advised by RBC […]
Russell Investments has appointed Clarivest Asset Management LLC as a sub-adviser for the Russell Canadian Equity Pool and the Russell Canadian Equity Fund. ClariVest will manage a 17% target weighting in the fund and pool.
Sun Life Financial and McLean Budden Limited have announced several mutual fund changes resulting from their September announcement that Sun Life Global Investments (Canada) Inc. would become the manager for McLean Budden Mutual Funds.
Citi has been given a mandate to provide securities lending services for AGF’s retail mutual funds in Canada. The move expands the company’s existing relationship with AGF, which includes fund administration, fund accounting, transfer agency and custody services. “Our relationship with AGF is a key element of our Global Transaction Services franchise,” said Bob Wallace, […]
Sun Life Global Investments has added three mutual funds to its product offering, promising greater access to world-class asset managers and more choice to Canadian investors. SLGI emphasizes the managers, highlighting them in the names of the funds: the Sun Life Beutel Goodman Canadian Bond Fund; Sun Life McLean Budden Monthly Income Fund; and the […]
Joe and Sally joined the same company right out of school and enrolled in the registered group savings plan. Sally was three months older than Joe and retired September 1, 2008 with a $600,000 portfolio. Joe’s portfolio was worth only $480,000 when he received his simulated gold watch a few months later. Had they been […]
Is the risk aversion trend at an end?
Pension Fund Performance and Costs.