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  1. [pdf] EquiLiving Admin/Advisor Guide
  2. [pdf] Claimant’s Statement – Entities
  3. [pdf] Participating account executive summary
  4. Equitable receives FundGrade A awards for outstanding performance Equitable® is thrilled to announce that several of our funds have received Fundata FundGrade A awards for their exceptional performance in the first half of 2025.

    The FundGrade rating system is a great tool for identifying top-performing funds. This recognition highlights our commitment to providing high-quality investment options to clients.

    And the winners are…
    The following funds from Equitable's lineup have received a FundGrade A rating this year:

    Pivotal Select:
    Personal Investment Portfolio/Pivotal Solutions:
    • Equitable Life Invesco Global Bond Fund


    An enhanced fund performance page
    Equitable has also introduced several new features to our fund performance page to enhance user experience. These updates include:
    • Printable performance reports: Easily accessible and printable reports for detailed fund performance.
    • Equity and Fixed Income breakdowns: Detailed breakdowns by fund displayed on the Fund Details tab.
    • Fund Category display: Clear display of fund categories on the Fund Details tab.
    • Filter enhancements:
      • New “Risk Rating” filter.
      • New “U.S. Equity” filter.
      • Renamed “Domestic Equity” to “Canadian Equity”.
      • Moved “Index Funds” and “Portfolio Solutions” out of asset class filters into “Additional filters”.

    For more information on these funds and their performance, and to see the latest enhancements, visit our Fund Performance page.

    Questions? Contact your Director, Investment Sales.

    FundGrade A is used with permission from Fundata Canada Inc., all rights reserved.
    Date posted: June 10, 2025
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  6. [pdf] Term Advisor/Admin Guide
  7. [pdf] Dividend Q&A Advisor Educational Series
  8. [pdf] Equimax Advisor Product Admin Guide
  9. [pdf] Introducing Equitable
  10. [pdf] 2026 Big Picture Chart