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Jul 10, 2020

Product development – innovation remains the key to success

Despite the fact the markets have largely recovered most of their losses from late Q1, it is likely the rest of 2020 will remain challenging for passive and active managers alike. A variety of product wrappers, including traditional mutual funds, passive and smart beta ETFs, and SMAs will be tested. Already, there are once again calls to examine whether traditional mutual funds that invest in hard-to-trade assets such as high yield bonds should allow daily investor withdrawals.

Apr 1, 2019

A turnkey platform to launch registered funds

Why would an alternative or institutional manager launch a mutual fund?

Jan 25, 2019

2019 asset and wealth management predictions

Innovative disrupters, powerful economic forces and irreversible societal trends are shaking up asset and wealth management in ways we haven’t seen before.

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