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Cameron Passmore CIM, FMA, FCSI

Portfolio Manager

Benjamin Felix MBA, CFA, CFP

Associate Portfolio Manager
Contact
  • T613.237.5544 x 313
  • 1.800.230.5544
  • F613.237.5949
  • 265 Carling Avenue,
    8th Floor,
  • Ottawa, Ontario K1S 2E1

Infographic: SPIVA Canada Scorecard 2013

June 27, 2014 - 1 comment

By: Ben Felix with 1 comments.
Comments
  25/08/2014 2:18:29 PM
david toyne
Hi Ben - I like the infographic. One thing I find a bit discouraging with the SPIVA analysis however is the "apples to apples" comparison. I wish they would compare investible products rather than a product (with costs) to a benchmark (something you cannot invest in). I think Rick Ferri has done some research in this area and looks at portfolios of index funds vs mutual funds. I believe he comes to the conclusion that passive based products are best. It is worth considering the cost of and value of advice in all these scenarios as well.
 



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