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.

July 2019 - In this month’s edition: 

• The Canadian mutual fund industry grew by $9 billion over the month of July. Read the “Vital Signs” section to find out whether that growth was attributable to net sales or to market effect.
• Fixed income ETF's, a suite of global portfolios and new alternative funds. Read the “Product Development Highlights” section for more information regarding recent product launches.
• How did the fund industry perform compared to the overall economy on metrics like GDP and employment growth over the past 10 years? Read the "Did You Know" section to find out.
• Equisoft is pleased to present our new eBook which takes an in depth look at how digital disruption is turning wealth management industry roles (like that of the fund wholesaler) upside down. Please see page 2 for details.

Please click here to view this month's edition.