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