Last updated: Feb-17-2017

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Latest articles in the Fund Library

By Tyler Mordy | Tuesday, February 21, 2017

Arriving at Benito Juárez international airport is often a painful experience due to long queues at immigration. This time, however, we whisked through the electronic passport scan and were immediately greeted in arrivals by a cheerful local group wearing hats bearing the ironic slogan “Make Mexico Great Again.”


By Fund Library News Wire | Monday, February 20, 2017


This backgrounder has been prepared to provide accurate information about two new personalized annual reports that investors are beginning to receive this month under CRM2 – new reporting requirements set in place by the Canadian Securities Administrators that are summarized at the end of this article. The primary purpose of the backgrounder is to address frequent factual errors observed in media coverage about the content of the new reports.


By Fund Library News Wire | Friday, February 17, 2017

By Mike Keerma

Against a backdrop of climbing inflation and more hawkish signals from the Federal Reserve Board, U.S. stock markets closed at record highs on Friday, extending a streak of record high closes through February. The S&P 500 Composite Index advanced 1.5% on the week, and is now ahead 5.0% year to date, while the Nasdaq Composite Index advanced 1.8% on the week for an 8.5% gain year to date. In Canada, declining copper, gold, and crude oil prices weighed on Toronto’s benchmark S&P/TSX Composite Index on Friday, but the index still gained 0.7% on the week, and is now ahead 3.6% year to date.


By Robyn K. Thompson | Friday, February 17, 2017

Q – I’ve been reading about something called “CRM2,” which is supposed to make advisor fees more transparent. I saw recently that Horizons ETFs have decided to cancel some of their Advisor class units, as a consequence. Is this something that we as investors should be worried about? I’m not sure I understand the implications of the regulatory changes or how I can tell whether I’ll continue to get value from my advisor. – Charles W., Toronto, Ontario


By Fund Library News Wire | Thursday, February 16, 2017

By Mike Keerma

* Mackenzie Quadrus fund reclassified.
* New BMO income ETFs begin trading.
* Top 10 fund categories – January 2017.

* Mackenzie Quadrus fund reclassified. Mackenzie Financial Corp. announced on Feb. 14 that it is reclassifying its Quadrus Diversified Fixed Income Folio Fund to Canadian Fixed Income from Global Fixed Income under the Canadian Investment Funds Standards Committee fund classification system. The fund has also imposed a foreign content limit of 30% and changed the risk rating for the fund to Low from Low-to-Medium.


More recent articles

By Dave Paterson | Wednesday, February 15, 2017
By Fund Library News Wire | Tuesday, February 14, 2017
By Gordon Pape | Monday, February 13, 2017
By Gordon Pape | Friday, February 10, 2017
By Fund Library News Wire | Friday, February 10, 2017
By Fund Library News Wire | Thursday, February 09, 2017
By Dave Paterson | Wednesday, February 08, 2017
By Knowledge Bureau | Tuesday, February 07, 2017
By Tyler Mordy | Monday, February 06, 2017
By Fund Library News Wire | Sunday, February 05, 2017
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