SunINsight

 

Q4 - 2011

 

Jarislowsky Fraser Limited revised Statement of Investment Policies and Guidelines - November 11, 2011

UBS (Canada) U.S. Equity Fund and American Equity Fund Consolidation - November 11, 2011

Management changes at UBS Global Asset Management (Canada) Canadian Equities team
- November 22, 2011

Revised Standard Investment Policies and Guidelines (SIP&G) for the Beutel Goodman Balanced Fund
- November 25, 2011

Update on the MFS McLean Budden integration
- December 1, 2011

Changes to Investment Management Fee (IMF) and Fund Management Fee (FMF) wording - December 2, 2011

Organizational changes at TD Asset Management
- December 2, 2011

Changes to an underlying international equity fund of the Greystone Balanced Fund - December 7, 2011

Changes to McLean Budden funds and update on MFS McLean Budden - December 8, 2011

Update on the Sun Life Financial Milestone® Series of Segregated Funds - December 8, 2011

New year, new Granite™ – Enhancements to the Sun Life Financial Granite™ series of funds - December 9, 2011

Q3 - 2011

 

Personnel changes at Russell Investments Canada Limited - July 8, 2011

Ownership update for BlackRock Inc. - August 11, 2011

Organizational changes at Russell Investments - August 18, 2011

Closure of CC&L Group Canada Plus Equity Segregated Fund - August 22, 2011

Leadership team changes at Invesco Trimark Ltd. - September 16

Beutel Goodman Income Fund - Revised Standard Investment Policies and Guidelines (SIP&G) - October 12, 2011

Q2 - 2011

 

Jarislowsky Fraser Limited organizational changes - April 1, 2011

Changes to Russell LifePoints® Portfolio Series - April 15, 2011

Russell Investments announces portfolio manager changes to the Russell U.S. Equity Fund - April 15, 2011

Update on organizational changes at Bissett investment Management - April 25, 2011

Senior management appointments at Fidelity and Pyramis - April 25, 2011

Organizational and portfolio management changes Fidelity Investments Canada (ULC) - April 29, 2011

Beutel Goodman International Equity Fund Portfolio Manager change - May 10, 2011

French name change for UBS (Canada) Short Term Bond Segregated Fund in Sun Life Financial’s record-keeping system - May 13

Russell LifePoints® Portfolios to add Emerging Markets Equity - May 13, 2011

Organizational changes at Invesco Trimark Ltd. - May 13, 2011

Sun Life Financial Money Market Fund - June 8, 2011

Update on the AXA Rosenberg Investment Management coding error - June 13, 2011

McLean Budden Money Market Fund - June 22, 2011

Organizational changes at Legg Mason Canada Inc. - June 24, 2011

CI Investments announces portfolio management changes - June 29, 2011

Q1 - 2011


Russell Investments personnel changes - January 21, 2011

Franklin Templeton Investments reassignments for Templeton Global Equity Group - January 24, 2011

Beutel Goodman Small Cap Segregated Fund closed to new plan sponsors
- January 27, 2011

Greystone Managed Investments Inc. revised Investment Policy - January 20, 2011

McLean Budden name change for McLean Budden Select funds - February 9, 2011

Bissett Investment Management organizational changes - February 15, 2011

Jarislowsky Fraser Limited revised Statement of Investement Policies Guidelines - February 15, 2011

BlackRock Asset Management (Canada) Limited revised Statement of Investment Policies and Guidelines - March 1, 2011

UBS revised Statement of Investment Policies and Guidelines - March 1, 2011

Fidelity Investments updated Investment Objectives and Strategies - March 29, 2011