Your clients deserve a pat on the back for good behaviour. That’s because Canadian investors recently exhibited discipline in their risk appetites — despite above-average market returns and below-average volatility, finds Vanguard, using its risk speedometer. Such behaviour is a positive sign, says Todd Schlanger, senior investment strategist for Vanguard Investments Canada Inc., in a […]
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 […]
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 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.