Cameron Passmore CIM, FMA, FCSI

Portfolio Manager

Benjamin Felix MBA, CFA, CFP

Associate Portfolio Manager
  • T613.237.5544 x 313
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  • 265 Carling Avenue,
    8th Floor,
  • Ottawa, Ontario K1S 2E1

Why NOT have some index funds in your portfolio?

Most individual investors have very little indexed exposure in their portfolio, despite the evidence that the mutual funds they own are likely to underperform the index. In this week’s show, Cameron discusses the latest SPIVA report with host Greg Hebert, and what it means for investors.



After Cameron’s interview Greg interviewed Jasmit Bhandal from Standard and Poors, to get her insights on this report card, and affirms what we have been saying all along, that most investors should seriously consider some indexed exposure in their portfolio, if they are going to hold stocks.




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