HSBC Global Asset Management (Canada) Ltd. – Investment Executive https://uat-phoenix.investmentexecutive.com Canada's news source for financial professionals Wed, 05 Feb 2025 20:38:08 +0000 en-US hourly 1 https://wordpress.org/?v=5.9.3 https://uat-phoenix.investmentexecutive.com/wp-content/uploads/sites/3/2018/01/cropped-favicon-1-32x32.png HSBC Global Asset Management (Canada) Ltd. – Investment Executive https://uat-phoenix.investmentexecutive.com 32 32 B.C. appeal court certifies closet indexing class action https://uat-phoenix.investmentexecutive.com/news/from-the-regulators/b-c-appeal-court-certifies-closet-indexing-class-action/ Wed, 05 Feb 2025 20:38:08 +0000 https://www.investmentexecutive.com/?p=501844 Fund investors don't need to allege fraud, court finds

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]]> Closet indexing class action rejected — again https://uat-phoenix.investmentexecutive.com/news/from-the-regulators/closet-indexing-class-action-rejected-again/ Wed, 28 Feb 2024 22:43:04 +0000 https://www.investmentexecutive.com/?p=481267 B.C. court dismisses case for a third time, citing confusing claim

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]]> Closet indexing class action stumbles, again https://uat-phoenix.investmentexecutive.com/news/from-the-regulators/closet-indexing-class-action-stumbles-again/ Mon, 17 Jul 2023 19:37:17 +0000 https://www.investmentexecutive.com/?p=468815 B.C court gives plaintiff another chance to clarify proposed claim

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]]> Court asks for evidence of closet indexing https://uat-phoenix.investmentexecutive.com/news/from-the-regulators/court-asks-for-evidence-of-closet-indexing/ Thu, 27 Oct 2022 19:28:45 +0000 https://www.investmentexecutive.com/?p=454449 Plaintiffs in proposed class action must show that active funds tracked index

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]]> Court calls for more evidence in closet indexing case https://uat-phoenix.investmentexecutive.com/news/industry-news/court-calls-for-more-evidence-in-closet-indexing-case/ Thu, 04 Aug 2022 20:24:39 +0000 https://www.investmentexecutive.com/?p=449051 Class action certification decision awaits support of central allegation

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]]> Firms win access to closet indexing evidence https://uat-phoenix.investmentexecutive.com/news/from-the-regulators/firms-win-access-to-closet-indexing-evidence/ Tue, 01 Feb 2022 19:57:32 +0000 https://www.investmentexecutive.com/?p=438577 A B.C. court ruled that CIBC and HSBC can see reports filed in a TD case

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]]> HSBC changes strategy, lowers fees for global equities fund https://uat-phoenix.investmentexecutive.com/news/products/hsbc-changes-strategy-lowers-fees-for-global-equities-fund/ Fri, 28 May 2021 15:09:27 +0000 https://www.investmentexecutive.com/?p=422543 The fund will now use a proprietary factor model to minimize volatility

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]]> HSBC terminating advisor series mutual funds https://uat-phoenix.investmentexecutive.com/news/products/hsbc-terminating-advisor-series-mutual-funds/ Fri, 09 Aug 2019 15:06:30 +0000 https://www.investmentexecutive.com/?p=385379 Firm will continue to offer other series of funds

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]]> HSBCGAM, Capital Group make fund changes https://uat-phoenix.investmentexecutive.com/news/products/hsbcgam-capital-group-make-fund-changes/ Fri, 17 May 2019 15:17:08 +0000 https://www.investmentexecutive.com/?p=382009 Changes include fee reductions and tiers

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]]> HSBCGAM trims management fees https://uat-phoenix.investmentexecutive.com/news/products/hsbcgam-trims-management-fees/ Tue, 11 Dec 2018 15:20:18 +0000 https://www.investmentexecutive.com/?p=360000 Two Wealth Compass funds may not qualify as mutual fund trusts for 2018

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