Nancy Graham CPA, CA, CIM, CFP, TEP

Portfolio Manager
  • T613.237.5544 x 303
  • 1.800.230.5544
  • F613.237.5949
  • 265 Carling Avenue,
    8th Floor,
  • Ottawa, Ontario K1S 2E1

Logical limits on active managers

There are logical limitations on active managers that cause them to underperform.  Charles Ellis, a well known financial voice, recently authored an article summarizing his observations of 30 years participation in institutional investment committees. In it, he shares his thoughts on why institutional investors underperform.  Listen here for this segment of the Science of Investing, as Jason McIntyre of CFRA Business at Night and I discuss the facts presented by Ellis.

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The Diversity Index can help protect you from taking uncompensated risk

How do you know if your investments are really diversified?  As part of our ongoing series, the Science of Investing, I discussed the Diversity Index with CFRA’s Business At Night host, Jason McIntrye. This index is an important tool in evaluating whether your portfolio is exposed to uncompensated concentration risk.

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