London Life creates goals-based investing tool

London Life has a new digital goals-based investing tool that allows advisors to recommend more personalized investments, the company said Tuesday.

A real-time online reporting tool will be available to advisors and clients to track financial goals, a release said.

“Goals-based investing allows the advisor to speak the clients’ language,” said Sam Sivarajan, senior vice-president of wealth solutions at London Life, in the release. “It makes it easier for clients to see the big picture in order to maintain their long-term focus and it allows them to make the connection between their investments and their goals.”

London Life and Quadrus launch new mutual funds

London Life is also launching a new mutual fund family with Quadrus Investment Services Ltd.

The funds include:

• London Life Pathways Money Market Fund
• London Life Pathways Core Bond Fund
• London Life Pathways Canadian Equity Fund
• London Life Pathways Canadian Concentrated Equity Fund
• London Life Pathways Core Plus Bond Fund
• London Life Pathways Global Core Plus Bond Fund _
• London Life Pathways Global Multi-Sector Bond Fund
• London Life Pathways U.S. Concentrated Equity Fund
• London Life Pathways U.S. Equity Fund
• London Life Pathways International Equity Fund
• London Life Pathways International Concentrated Equity Fund
• London Life Pathways Emerging Markets Large Cap Equity Fund
• London Life Pathways Emerging Markets Equity Fund
• London Life Pathways Global Tactical Fund

Staff

The staff of Advisor.ca have been covering news for financial advisors since 1998.