As rates rise, these picks will protect portfolios
Shaunessy Investment Counsel Inc. (SIC) is making its multi-asset global portfolio accessible to the public through Wealthsimple for Advisors. SIC’s portfolio was previously available only to four First Nation trusts and 23 families. “Through Wealthsimple, Canadian investors can now access SIC’s ETF portfolios that are structured to achieve long-term growth, and yet limit risk, in […]
Evolve Funds Group Inc. has filed a preliminary prospectus with Canadian securities regulators to launch five factor ETFs, including a gender diversity fund and an autonomous vehicle fund. The five proposed ETFs, according to a release, are below. Evolve North American Gender Diversity Index ETF (HERS): This fund tracks the Solactive Equileap North American Gender […]
ETF providers have been trying to get on advisors’ radars with free offerings like portfolio tools and analysis. WisdomTree, the New York-based ETF provider that launched in Canada last year, is now trying to one-up its competitors with tailored consulting services to help advisors grow their businesses and even migrate to fee-based practices. Kurt MacAlpine, […]
About $27 billion was raised in 2016
Soft data like consumer confidence and business and manufacturing sentiment are helping push up stock indexes to record highs. But what about the hard economic data that indicate industrial production, utility output and commodity prices? Hard and soft data are diverging, says Tom Forester, chief investment officer of Forester Capital Management in Chicago, so beware […]
The past half-decade’s diversified macro environment has been great for passive investing instruments, but it may give way to less efficient markets and more active strategies, Richardson GMP’s Craig Basinger says in a market note. Basinger says neither active nor passive management is superior, though there are two critical factors that determine which investment style […]
Financial advisors at two MFDA firms now have access to Invisor CoPilot, a digital platform that can be used to offer clients portfolios made of ETFs and mutual funds. “We have already entered into agreements with some […] advisory firms and will be rolling out Invisor CoPilot to more than 400 of their advisors in […]
These lucrative, private debt agreements for real estate projects often promise attractive annual returns
RBC Global Asset Management has launched a global real estate ETF. The RBC Quant Global Real Estate Leaders ETF (TSX:RGRE) started trading on the TSX on Tuesday with the aim of providing stable monthly income and long-term capital growth, RBC said in a release. Its management fee is 0.55%. The fund also has a U.S. […]