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The Federal Reserve cut its discount rate for the first time since 2008 at its July meeting. The cut represents a dramatic reversal from hawkish to dovish and reverses the last rate hike from Christmas, something which many see as a mistake, in hindsight.

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Tax and client account statements

Download historical tax slips and account statements for your mutual fund clients that invest with Purpose. You can download individual tax slips or download each year in one file.

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Build a watch list of funds

Setup notifications and alerts for any of our funds. Track tax updates, new fund launches, material product alerts and receive email updates when you want them.

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Schedule a call

Want to learn more about Purpose funds from our team? Use the new online booking service to schedule a call with any of our Portfolio and Product Management teams.

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