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WhitePapers

2017

Target Wealth: The Evolution of Target Date Funds

June 8, 2017

By: Peter A. Forsyth, Kenneth R. Vetzal, Graham Westmacott

Target Date Funds have become very popular with investors saving for retirement. The main feature of these funds is that investors are automatically switched from high risk to low risk assets as retirement approaches. However, our analysis brings into question the rationale behind these funds...

The Passive vs. Active Fund Monitor

April 13, 2017

By: Raymond Kerzérho

This report describes the competitive landscape for passively and actively managed funds over the last eleven years in Canada and the United States.

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