This report describes the competitive landscape for passively and actively managed funds over the last eleven years in Canada and the United States.
Do target date funds that put your portfolio on a glide path offer any advantage over a constant equity portfolio?
This report describes the competitive landscape for passively and actively managed funds over the last ten years in Canada and the United States.
Canadian investors get an enormous benefit from diversifying their portfolios with US and international stocks.
Are bond ETFs a robust investment vehicle or are they fragile? This paper defines four potential scenarios where a flaw in the bond ETF structure would be responsible for a severe loss to investors.
We compare the return and volatility of a Canadian portfolio under a no-rebalancing scenario and ten naive rebalancing strategies, over 35 years (1980-2014) of capital market history.
Determining an appropriate asset allocation is one of the most important decisions an investor will ever make. This decision is based on the investor’s ability, willingness and need to take risk.
It is difficult to estimate the value that can be obtained from a competent investment advisor. This paper reviews 12 value-added services performed by competent investment advisors.
It has been our experience that portfolio rebalancing is one of the very few ways to generate additional returns for a portfolio without incurring any additional risk.
The facts that are indisputable are that we are living longer and returns from income generating securities such as bonds have fallen to historic lows.