Investment VIPs
What top-performing investment strategists and portfolio managers are thinking about the latest market trends and how to build high-performing portfolios.
Top story: How and why guaranteed living benefits keep evolving
By Warren S. HerschGuaranteed living benefit riders in variable annuities, so widely available in the U.S., are now steadily being integrated into Canadian products, known as segregated funds.
June 14, 2008
A New Growth Fund from Franklin TempletonFranklin Templeton Investments recently introduced the Franklin International Growth Fund, which "employs a growth investment style and seeks long-term capital appreciation by investing predominantly in...
June 12, 2008
Fidelity Veteran Joins PutnamThe board of Great-West Lifeco Inc. has hired Robert Reynolds to be president of the Putnam Investments unit.Great-West, Winnipeg, Manitoba, a subsidiary of Power Corp. ...
June 06, 2008
FundQuest Signs DistributorUnited Planners Financial Services of America L.P. has agreed to market a fee-based advisory program from an outside firm to its network of investment advisors.United ...
June 01, 2008
Nine Acting as OneThe physical proximity of a nine-member Investment Policy Committee that has worked together for decades is the cornerstone of Dodge & Cox Stock's success; all...
June 01, 2008
Troubled UBS Grows in ETNsDespite massive multi-billion dollar write-downs and a growing chorus of angry activist shareholders, UBS has introduced eight new commodity linked exchange-traded notes. The UBS E-TRACS ETNs...
June 01, 2008
Morningstar Line AwakensMorningstar Investment Services launched a managed account service consisting of a line-up of five actively managed portfolios that use ETFs. Ameritas Investment Corp. and Centaurus Financial,...
June 01, 2008
(Re)Opened for BusinessIn last year's annual letter to their shareholders, the managers of Dodge & Cox Stock's $54.6 billion stock fund wrote that outperforming the S&P 500...