Raymond is the Director of Research at PWL Capital. He rigorously analyzes PWL’s investment strategies and makes sure they are well supported by academic research.

Market Research

Checklist for your portfolio

I’m sometimes asked for my opinion about the portfolio of an investor who calls on the services of my employer, PWL Capital. Today’s blog post covers some of the most common flaws of the portfolios I’ve analyzed over the past few months. Do you recognize certain features of your own portfolio?

CFA, Director of Research
Raymond is the Director of Research at PWL Capital. He rigorously analyzes PWL’s investment strategies and makes sure they are well supported by academic research. Raymond has worked extensively as an institutional portfolio manager, with a particular focus on fixed-income securities and derivative products.

Recommended Resources

    • A Guide to Responsible Investing – Doing Well by Doing Good

      ESG and SRI investments are becoming more prevalent in the investment universe. This document covers the three main strategies of ESG investing: passive, integration, and active. We review the implementation of each strategy, the consequences for portfolio returns, and we recommend some options for investing according to ESG.

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    • The Passive vs. Active Fund Monitor (2018)

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

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      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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    • Passive versus Active Report (2016)

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

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    • Are Bond ETFs Dangerous?

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    • Market Statistics – August 2018

      Looking for reliable data on recent market performance? Here you’ll find a PDF document of the monthly statistics for the month of August for the various Canadian, U.S. and international markets that we follow.

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      Here you’ll find a PDF document of the monthly statistics for the month of July for the various Canadian, U.S. and international markets that we follow.

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      Looking for reliable data on recent market performance? Here you’ll find a PDF document of the monthly statistics for the month of June for the various Canadian, U.S. and international markets that we follow.

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    • Market Statistics – May 2018

      Looking for reliable data on recent market performance? Here you’ll find a PDF document of the monthly statistics for the month of May for the various Canadian, U.S. and international markets that we follow.

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    • Market Statistics – April 2018

      Looking for reliable data on recent market performance? Here you’ll find a PDF document of the monthly statistics for the month of April for the various Canadian, U.S. and international markets that we follow.

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    • Market Statistics – August 2018
      Summary

      Looking for reliable data on recent market performance? Here you’ll find a PDF document of the monthly statistics for the month of August for the various Canadian, U.S. and international markets that we follow.

      Contributors
    • Market Statistics – July 2018
      Summary

      Here you’ll find a PDF document of the monthly statistics for the month of July for the various Canadian, U.S. and international markets that we follow.

      Contributors
    • Market Statistics – June 2018
      Summary

      Looking for reliable data on recent market performance? Here you’ll find a PDF document of the monthly statistics for the month of June for the various Canadian, U.S. and international markets that we follow.

      Contributors
    • Market Statistics – May 2018
      Summary

      Looking for reliable data on recent market performance? Here you’ll find a PDF document of the monthly statistics for the month of May for the various Canadian, U.S. and international markets that we follow.

      Contributors
    • Market Statistics – April 2018
      Summary

      Looking for reliable data on recent market performance? Here you’ll find a PDF document of the monthly statistics for the month of April for the various Canadian, U.S. and international markets that we follow.

      Contributors