Research Department IDEAS & INSIGHTS Resources Menu IDEAS & INSIGHTS Resources IDEAS & INSIGHTS Resources Research Benjamin Felix Portfolio Manager, Head of Research, MBA, CFA, CFP®, CIM® PWL Capital Team Raymond Kerzérho Senior Researcher, Head, Shared Services Research, CFA PWL Capital Team Braden Warwick Wealth Management Research Associate, PhD PWL Capital Team IIROC AdvisorReport Market Research Posted vs. Forward-Looking MERs PWL Capital 2021-10-20T15:01:08 October 20, 2021 ETFs and mutual funds report their Management Expense Ratio (MER) semi-annually in their Management Report of Fund Performance (MRFP). The reported MER is the sum […] Behavioural Finance Raymond Kerzérho How to control anti-return behaviour Oct 6, 2021 Behavioural Finance Market Research Raymond Kerzérho Reach the Top May 6, 2021 Market Research Market Research Raymond Kerzérho ESG Exchange Traded Funds: A few facts to help you navigate them Mar 24, 2021 Market Research Living in Retirement Rational Reminder Podcast Episode 135: William Bengen: The 5% Rule for Retirement Spending Feb 4, 2021 Living in Retirement Market Statistics – January 2023 Published: February 2, 2023 All figures in CAD unless mentioned otherwise Looking for reliable data on recent market performance? Here you’ll find a PDF document of the monthly statistics […] Resources Personal Wealth Financial Planning Assumptions (Market Capitalization Weighted Portfolio) Published: February 22, 2023 Contributors Personal Wealth Financial Planning Assumptions (Factor Tilted Portfolio) Published: February 22, 2023 Contributors Personal Wealth Goals Survey Summary Published: October 20, 2022 Contributors Evidence Based Investing The Passive Vs. Active Fund Monitor (2021) Published: April 13, 2022 Contributors Personal Wealth Financial Planning Assumptions Published: March 17, 2022 Contributors Personal Wealth Financial Planning Assumptions Published: October 21, 2021 Contributors
Market Research Posted vs. Forward-Looking MERs PWL Capital 2021-10-20T15:01:08 October 20, 2021 ETFs and mutual funds report their Management Expense Ratio (MER) semi-annually in their Management Report of Fund Performance (MRFP). The reported MER is the sum […]
Behavioural Finance Raymond Kerzérho How to control anti-return behaviour Oct 6, 2021 Behavioural Finance
Market Research Raymond Kerzérho ESG Exchange Traded Funds: A few facts to help you navigate them Mar 24, 2021 Market Research
Living in Retirement Rational Reminder Podcast Episode 135: William Bengen: The 5% Rule for Retirement Spending Feb 4, 2021 Living in Retirement
Market Statistics – January 2023 Published: February 2, 2023 All figures in CAD unless mentioned otherwise Looking for reliable data on recent market performance? Here you’ll find a PDF document of the monthly statistics […]
Personal Wealth Financial Planning Assumptions (Market Capitalization Weighted Portfolio) Published: February 22, 2023 Contributors
Personal Wealth Financial Planning Assumptions (Factor Tilted Portfolio) Published: February 22, 2023 Contributors
Evidence Based Investing The Passive Vs. Active Fund Monitor (2021) Published: April 13, 2022 Contributors