Investors Group has proposed product changes, including fund mergers and investment objective and strategy changes, in an effort to streamline its offering. Proposed fund mergers The following proposed mergers are expected to take effect on or about the close of business on June 16, 2017, subject to all necessary approvals: Merging fund Continuing fund Investors […]
Commit to improvement
This article originally appeared on BenefitsCanada.com. Global institutional investors are expecting to make more asset allocation changes in the next couple of years than they did in 2012 and 2014, according to a new survey by Fidelity Investments. The anticipated shifts include alternative investments, domestic fixed income and cash. Globally, 72% of respondents said they […]
The winner of the debate may surprise you.
The financial industry is undergoing a massive transformation that will ultimately benefit investors. That’s the view Fiona Frick, CEO of Unigestion, a Swiss-based asset manager, presents in a series of white papers on the state of the industry.
Combine correlation with dispersion data when assessing markets
Commodities can be a great way to diversify portfolios and hedge inflation risk, but their volatility can rattle clients into avoiding them.
The current CE cycle ends December 31, and CE Corner has you covered.
Help clients understand their combined effect
Traditional tools aren’t likely to optimize clients asset mixes