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Research Department

April-20-10

Caisse de Dépôt provides more details about its new index strategy

According to La Presse, Caisse de Dépôt et Placement du Québec has provided some details about its previously announced index strategy (see article in French). It will allocate a third of its portfolios to indices. This is a larger proportion than I was expecting. But of course, PWL Capital understands why these strategies make so much sense: it’s been using them since 2000!

By: Raymond Kerzérho | 0 comments
April-14-10

Emerging Market Equity; an expert’s approach towards this asset class

Hi all,

For the first edition of my blog, I propose an audiocast presented by Fran Kinniry, senior strategist at the Vanguard Group regarding Emerging Market Equity. Mr. Kinniry explains his approach towards this asset class. Sober and direct. Approximately 8 minutes.

By: Raymond Kerzérho | 1 comments
April-12-10

Welcome to PWL Capital’s Research Department!

Our group’s objective is to assist our portfolio managers in building robust portfolios. Whether we like it or not, markets sometimes enjoys beautiful weather, but also sometimes endures severe storms. Your portfolio must do its job in all conditions.

Our goal is to bring you useful comments for:

  • Building robust portfolios
  • Scrutinize trends among institutional investors
  • Once in a while, take a serene glance at a recent economic event, always in the perspective of building better portfolio

So long!

RK
 

By: Raymond Kerzérho | 0 comments