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ESMA proposes portfolio thresholds for ESG, sustainable funds

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Deteriorating economic, financial conditions could amplify financial sector stress

rules and regulations

In the coming year, the regulator will assess how firms are implementing the CFRs

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Significant product changes offer opportunities to engage clients, get to know them better and address suitability

Paul Holba is the new chief investment officer for Empire Life Investments Inc.

Holba joined Empire Life Investments in 2009 and previously served as vice-president, retail distribution

  • By: IE Staff
  • July 4, 2022 July 4, 2022
  • 14:34
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Sweeping compliance review finds issues with fund industry charging practices

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Proposals to enhance disclosure to fund investors out for 60-day comment period

ESG results

Portfolio composition explains some but not all of ESG funds' advantages, ESMA finds

angry client meeting

CSA, CCIR propose new cost reporting requirements for investment and seg funds

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Mutual fund sales weak, but assets, ETF sales stay solid, IFIC reports