The latest edition of the Equisoft Mutual Fund Monthly Review is now available.

The latest edition of the Equisoft Mutual Fund Monthly Review is now available.

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 grew by $27 billion over the month of February. Read the “Vital Signs” section to find out whether that growth was attributable to net sales or to market effect.
  • Asset allocation ETFs, Platform-Traded-Funds (PTFs) and liquid alts. Read the “Product Development Highlights” section for more information regarding recent product launches.
  • Which job function represents the largest segment of the investment company industry? Read the "Did You Know" section to find out.
  • Make your wholesalers the go-to resource for advisors with the WealthElements Wholesaler web-based platform. Please see page 2 for details.

Read the February edition here.

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