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  2. CI Financial - Wikipedia

    en.wikipedia.org/wiki/CI_Financial

    CI Financial was founded in 1965 as Universal Savings Fund Management Limited. [7] It was a small private investment firm until 1994, when it held an IPO on the Toronto Stock Exchange as C.I. Fund Management (the C.I. stood for Canadian International). [8]

  3. Investment fund - Wikipedia

    en.wikipedia.org/wiki/Investment_fund

    Open-end funds called mutual funds and ETFs are common. As of 2019, the top 5 asset managers accounted for 55% of the 19.3 trillion in mutual fund and ETF investments. [13] However, for active management, the top 5 account for 22% of the market, with the top 10 accounting for 30% and the top 25 accounting for 39%. [13]

  4. Mutual fund - Wikipedia

    en.wikipedia.org/wiki/Mutual_fund

    A mutual fund is an investment fund that pools money from many investors to purchase securities. The term is typically used in the United States, Canada, and India, while similar structures across the globe include the SICAV in Europe ('investment company with variable capital'), and the open-ended investment company (OEIC) in the UK.

  5. Putnam Investments - Wikipedia

    en.wikipedia.org/wiki/Putnam_Investments

    Putnam Investments is an investment management firm founded in 1937 by George Putnam, who established one of the first balanced mutual funds, The George Putnam Fund of Boston. Headquartered in Boston, Massachusetts, it has offices in London, Tokyo, Frankfurt, Sydney, and Singapore. [2] Putnam is currently a subsidiary of Franklin Templeton ...

  6. Mackenzie Investments - Wikipedia

    en.wikipedia.org/wiki/Mackenzie_Investments

    Mackenzie Investments. Mackenzie Investments was founded in 1967 and is one of Canada's largest investment management firms by assets under management. Mackenzie Investments provides investment advisory and related services for retail and institutional clients. With $201.1 billion in assets under management, Mackenzie Investments distributes ...

  7. Sun Life Financial - Wikipedia

    en.wikipedia.org/wiki/Sun_Life_Financial

    Sun Life Financial Inc. is a Canadian financial services company. It is primarily known as a life insurance company. Sun Life has a presence in investment management with over CAD $1.3 [4] trillion in assets under management operating in a number of countries. [5] Sun Life ranks number 235 on the Forbes Global 2000 list for 2022.

  8. Mutual Fund Dealers Association - Wikipedia

    en.wikipedia.org/wiki/Mutual_Fund_Dealers...

    C$33.284M (FY2020) Website. www.mfda.ca. The Mutual Fund Dealers Association of Canada (MFDA) is a Canadian self-regulatory organization (SRO) that provides oversight to dealers that distribute mutual funds and exempt fixed income products. It is licensed under all Canadian provincial securities regulators (except Quebec, where it cooperates ...

  9. IA Clarington Investments - Wikipedia

    en.wikipedia.org/wiki/IA_Clarington_Investments

    Number of employees. 200. (as at September 30, 2020) Website. iaclarington .com. IA Clarington Investments Inc. is an investment management firm catering to the Canadian retail market. [1] A wholly owned subsidiary of iA Financial Group ( TSX: IFG), the company sells various products, including mutual funds, portfolios, exchange-traded series ...

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