Strong growth and equity markets have helped to boost the performance of pooled fund managers to a median return of 8.6 per cent before management fees in 2017, according to a new report from Morneau Shepell Ltd. The results reflect about 324 pooled funds from almost 50 investment management firms with a combined market value of […]
Diversified pooled pension fund managers posted a median return of 0.7 per cent before management fees for the second quarter of 2017 and a median year-to-date return of 3.6 per cent, according to a new report by Morneau Shepell Ltd. The quarterly report, which covers about 324 pooled funds that have a market value of […]
T. Rowe Price has launched two pooled vehicles for institutional investors in Canada that are based on the company's global growth equity and international core equity strategies.
Canadian diversified pooled fund managers posted a median return of 0.8% before management fees in the third quarter of 2014. That was 0.2% below the benchmark portfolio (with an allocation of 55% in equity and 45% in fixed income) used by many pension funds.
Sun Life Investment Management is launching three pooled funds that focus on private fixed income, commercial mortgages and real estate assets.
J. Zechner Associates Inc. has chosen CIBC Mellon Global Securities Services Company to provide asset servicing support for its family of pooled funds, including global custody, fund accounting, unitholder recordkeeping, foreign exchange and securities lending services. “We have experience working with CIBC Mellon through our relationships with common institutional clients,” says John Zechner, chairman and […]