Posts Tagged ‘Fidelity’

Dealing with lead manager changes

By Dan Hallett on May 4th, 2011

There has been a recent flurry of changes in mutual fund lead managers.  This is partly the result of industry consolidation – as managers become disenchanted with asset-gathering behemoths.  In other cases, money managers want to scratch...

ETF industry mind-set: build it and they will come

By Dan Hallett on October 1st, 2010

The Globe & Mail recently reported that indexing giant Vanguard has surpassed Fidelity as the world’s largest mutual fund company.  The article poses the question of whether this event indicates a growing interest in index-investing.  I...

Fund company marketing in high gear

By Dan Hallett on March 2nd, 2010

RRSP sales are shaping up to be rather sluggish.  And with financial markets getting a bit jittery, it’s no surprise that the fund industry’s marketers have shifted into high gear.  Here are two of the marketing initiatives that...

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