by ext | Sep 27, 2016 | Blog, Study Tips
There are two main approaches to investment fund construction: active and passive. Let’s look at the essential features of each. Active Active management involves researching and selecting individual securities in a fund, according to a portfolio manager’s particular...
by ext | Aug 23, 2016 | Blog, Industry Insights
We’re living and working in an era of regulatory change in the global investment industry. When looking at the big picture, it’s important to note that Canada’s regulatory environment has some unique features. The Investment Funds Institute of Canada (IFIC) recently...
by ext | Aug 19, 2016 | Blog, Industry Insights
Point of sale: Fund Facts must be delivered before purchase On May 30, 2016, it became mandatory for advisors to deliver the Fund Facts document to clients before they purchase a mutual fund. Let’s explore the content of Fund Facts, how advisors must deliver it and...
