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Quarterly Updates From Our Fund Managers

Educators Financial Group is committed to keeping you up to date with any changes that may affect you.

As part of this commitment, we are sharing information that we receive directly from each of our fund managers regarding our funds and their outlooks. Below are links to updates from our four fund managers.

If you have any questions, please contact our Contact Centre at 1.800.263.9541, Monday and Tuesday between 8 am and 7 pm and Wednesday to Friday between 8 am and 6 pm. You may also contact us online here.

 

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Funds managed (formerly HSBC Global Asset Management (Canada) Ltd.): Educators Monitored Aggressive Portfolio, Educators Monitored Growth Portfolio, Educators Monitored Balanced Portfolio, Educators Monitored Conservative Portfolio, Educators Mortgage Fund

HSBC – Fed Follows a Skip With a Hike – July 27, 2023

HSBC – Canada Outlook – July 2023

HSBC – U.S. Banks Under Pressure Again – May 2, 2023

HSBC – Crisis of Confidence – March 17, 2023

HSBC – U.S. Banking Worries and Impacts – March 13, 2023

HSBC – Special Canada Outlook – March 2023

HSBC – Special Canada Outlook – January 2023

HSBC – Canada Outlook – January 2023

HSBC – Special Canada Outlook – December 2022

HSBC – Special Canada Outlook – October 2022

HSBC – Canada Outlook – October 2022

HSBC – Canada Outlook – July 2022

HSBC – Canada Outlook – April 2022

HSBC – Special Canada Outlook – March 2, 2022

HSBC – Canada Outlook – October 2021

HSBC – Macro Insight – Moving Towards a Vaccine – November 12, 2020

HSBC – Canada Outlook – October 2020

HSBC – U.S. Election Puts Recover in Spotlight – October 15, 2020

HSBC – Mid-Year Investment Outlook – June 2020

HSBC – Special Canada Outlook – April 6, 2020

HSBC – Special Canada Outlook – March 30, 2020

HSBC – Special Canada Outlook – March 17, 2020

 

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Funds managed: Educators Dividend Fund

 

 

 

Funds managed: Educators Monthly Income Fund, Educators Money Market Fund, Educators Growth Fund

Fiera Capital – Investment Outlook & Portfolio Strategy – July 19, 2022

Fiera Capital – Investment Outlook & Portfolio Strategy – October 20, 2021

Fiera Capital – Update Summary – March 19, 2020

 

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Funds managed: Educators Educators Balanced Fund, Educators Bond Fund

Beutel Goodman – Canadian Quarterly Fixed Income Report – June 30, 2022

Beutel Goodman – Canadian Monthly Fixed Income Report – October 31, 2021

Beutel Goodman – Canadian Monthly Fixed Income Report – July 30, 2021

Buetel Goodman – Monthly Fixed Income Report – March 11, 2021

Buetel Goodman – New Abnormal – May 13, 2020

Buetel Goodman – Trust the Process – March 31, 2020

Buetel Goodman – Market Update – March 24, 2020

Buetel Goodman – Update Summary – March 23, 2020

 

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Funds managed: Educators U.S. Equity Fund

 

 

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Funds previously managed: Educators Dividend Fund

BMO – Quarterly Commentary – Educators Dividend Fund – June 2023

BMO – Quarterly Commentary – Educators Dividend Fund – March 2023

BMO – Silicon Valley Bank (SVB) Impact – Educators Dividend Fund – March 2023

BMO – Quarterly Commentary – Educators Dividend Fund – December 2022

BMO – Quarterly Commentary – Educators Dividend Fund – October 2022

 

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March 17: COVID-19 Update #2 from Educators Financial Group

March 13: COVID-19 Update #1 from Educators Financial Group

‘The virus effect’: an update on current market volatility and your Educators investments

Investing 101: how to handle market volatility

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