Portfolio managers

Industry

3 reasons to add to portfolio positions

Whether you hold a company or not, there are times when it’s advantageous to consider adding exposure.

By Sarah Cunningham-Scharf |April 6, 2017

3 min read

Planning and Advice

Why this advisor went discretionary

Before Marco Gil moved to a discretionary platform, he had to know his ABCs.

By Melissa Shin |March 14, 2017

4 min read

Industry

Sentry makes portfolio manager changes

Sentry Investments has announced two appointments.

By Staff |March 7, 2017

1 min read

Market Insights

How to divest properly

PMs strategize to break up and make up with investments

February 24, 2017

7 min read

Industry

Guidance for portfolio managers working with investment dealers

The Canadian Securities Administrators (CSA) today published CSA Staff Notice 31-347 Guidance for Portfolio Managers for Service Arrangements with IIROC Dealer Members. The notice provides information and guidance for CSA-regulated portfolio managers who enter into custody and trading arrangements with dealer members of the Investment Industry Regulatory Organization of Canada (IIROC). Read: IIROC fines Edward […]

By Staff |November 17, 2016

1 min read

Industry

Portfolio managers hold fire on Trump trades

Market strategists and money managers reassessed their positions after Donald Trump’s surprise victory did not shock global markets as anticipated.

By Simon Doyle |November 9, 2016

3 min read

Industry

Tips for choosing portfolio managers

When hiring a portfolio manager, selection criteria must go beyond quantitative measures.

By Sam Febbraro |September 12, 2016

4 min read

Industry

Bridgehouse AM adds Morningstar to list of managers

Bridgehouse Asset Managers is collaborating with Morningstar Associates.

By Staff |August 12, 2016

1 min read

Industry

Mackenzie investments consolidates PM roster

Mackenzie Investments is changing who manages its growth funds.

By Staff |August 10, 2016

2 min read

Industry

Low vols still the top smart beta strategy: poll

Low volatility continues to be the most popular smart beta strategies of institutional investors, FTSE Russell says. The company surveyed 253 asset owners in January and February. It polled the largest institutional investors in North America, Europe and Asia on their use of smart beta indexes, which are not traditionally market-cap weighted. Investors are turning […]

By Staff |July 22, 2016

1 min read

← Previous 1 … 3 4 5 6 7 … 14 Next →