Asset management – Advisor's Edge https://phoenix.advisor.ca The best news source for Canadian financial advisors. Investments, financial markets, insurance, practice management, tax and estate planning Wed, 11 Oct 2023 19:58:01 +0000 en-CA hourly 1 https://wordpress.org/?v=5.9.3 https://phoenix.advisor.ca/wp-content/uploads/sites/5/2018/05/cropped-advisor-ico-32x32.png Asset management – Advisor's Edge https://phoenix.advisor.ca 32 32 Negative rating action rises for private borrowers https://phoenix.advisor.ca/news/economic/negative-rating-action-rises-for-private-borrowers/ Wed, 11 Oct 2023 19:58:01 +0000 https://www.advisor.ca/?p=231660 Defaults still low, but DBRS on guard for deteriorating financials

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]]> Scotiabank, Sun Life form partnership for private investments https://phoenix.advisor.ca/investments/alternative-investments/scotiabank-sun-life-form-partnership-for-private-investments/ Tue, 10 Oct 2023 18:18:26 +0000 https://www.advisor.ca/?p=231599 Scotiabank clients will get access to SLC's private asset strategies

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]]> Institutional investors committed to — and challenged by — ESG https://phoenix.advisor.ca/investments/market-insights/institutional-investors-committed-to-and-challenged-by-esg/ Wed, 04 Oct 2023 18:28:58 +0000 https://www.advisor.ca/?p=231496 Top concerns are returns, lack of starndardized data and regulation, Morningstar survey says

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]]> Pension solvency improves in Q3 despite negative returns https://phoenix.advisor.ca/investments/market-insights/pension-solvency-improves-in-q3-despite-negative-returns/ Tue, 03 Oct 2023 17:38:19 +0000 https://www.advisor.ca/?p=231441 Rising yields lead to "Goldilocks environment" for pension plans

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]]> CSA to combine disclosure, delivery reforms https://phoenix.advisor.ca/news/industry-news/csa-to-combine-disclosure-delivery-reforms/ Tue, 03 Oct 2023 17:33:36 +0000 https://www.advisor.ca/?p=231444 Regulators to marry changes to disclosure rules with electronic access

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]]> Product news: TDAM fights inflation with commodities pool https://phoenix.advisor.ca/news/etfs/product-news-tdam-fights-inflation-with-commodities-pool/ Fri, 29 Sep 2023 18:58:49 +0000 https://www.advisor.ca/?p=231274 Plus, Evolve launches covered-call bond ETF

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]]> Despite HISA hype, fund sales weaken in August https://phoenix.advisor.ca/investments/market-insights/despite-hisa-hype-fund-sales-weaken-in-august/ Tue, 26 Sep 2023 15:39:29 +0000 https://www.advisor.ca/?p=231147 Mutual fund redemptions climbed while ETF sales slowed, IFIC reported

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]]> SEC sanctions Deutsche Bank for greenwashing, AML violations https://phoenix.advisor.ca/news/industry-news/sec-sanctions-deutsche-bank-for-greenwashing-aml-violations/ Mon, 25 Sep 2023 19:01:58 +0000 https://www.advisor.ca/?p=231118 The firm's U.S. advisory unit will pay US$25 million to resolve charges

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]]> Private credit funds going evergreen with eye on retail market https://phoenix.advisor.ca/investments/alternative-investments/private-credit-funds-going-evergreen-with-eye-on-retail-market/ Mon, 25 Sep 2023 16:49:27 +0000 https://www.advisor.ca/?p=231085 A global survey finds managers are considering more liquid funds

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]]> Mass retail managers face greater pressure on fund flows: Fitch https://phoenix.advisor.ca/news/industry-news/mass-retail-managers-face-greater-pressure-on-fund-flows-fitch/ Thu, 21 Sep 2023 20:53:36 +0000 https://www.advisor.ca/?p=231020 In challenging markets, fund manager fortunes are mixed

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