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ADVISOR FOCUS - a newsletter from globeadvisor.com
27 August 2003

Current Issue | Subscribe to Advisor Focus | Back Issues


SPOTLIGHT: Industry Consolidation Hits Both Firms And Funds
  •  No Longer a Peon, CI's Holland is Now the Talk of the Town
    CI Funds head Bill Holland worked his way up the ladder the old-fashioned way. He says he got in the right industry at the right time. Twenty years later, he's at the helm as CI prepares to swallow Assante. Find out why CI is in acquisition mode, plus: Holland's perspective on the future of the financial advice business.
     
  • Desjardins To Juggle Funds
    Desjardins is winding up 6 of its 33 funds to reduce operating costs and increase the size of available funds. Read the details, and find out why some observers think "the industry could survive on half the number of funds there are today."

Funds Being Wound Up By Desjardins

Fund Name

Return Since Inception

Fund Being Merged Into

Desjardins Asia/Pacific

-2.47

Desjardins Europe

Desjardins Worldwide Balanced

0.87%

Desjardins International RSP

Desjardins High Potential Sectors

-2.70

Desjardins Equity

Desjardins Select Cartier

3.29

Desjardins Select Balanced

Desjardins Ethical Income

-1.89

Desjardins Ethical Balanced

Desjardins Ethical North American

-9.18%

Desjardins Ethical Balanced


INCOME TRUST UPDATE: Questions For A Supersector


EQUITIES FOCUS: Dividend Increases; Shuffling Strategies