The latest edition of the Equisoft Mutual Fund Monthly Review is now available
Jonathan Georges
Jonathan Georges
Vice President, Wealth Management Industry Principal | FinTech & Digital Transformation Expert
This monthly newsletter provides an overview of:
- Mutual fund industry vital signs (asset growth, sales, and performance);
- Product development highlights for the month;
- Interesting facts about our industry.
In this month’s edition:
- The Canadian mutual fund industry contracted by $11 billion over the month of August. Read the “Vital Signs” section to find out whether that contraction was attributable to net sales or to market effect.
- A Vegan ETF, a new suite of portfolio funds and a global asset allocation ETF. Read the “Product Development Highlights” section for more information regarding recent product launches.
- Is household financial wealth growth over the next 10 years expected to be better or worse than the past 10 years? Read the "Did You Know" section to find out.
- Read Equisoft’s latest blog post to see how integrated technology solutions are changing the game for today’s wholesalers . Please see page 2 for details.
View this month's edition here.