Cameron Passmore CIM, FMA, FCSI

Portfolio Manager

Benjamin Felix MBA, CFA, CFP

Associate Portfolio Manager
  • 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.
  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.

 Security code