Products

HNW clients want more ETF info

According to a BlackRock / iShares study, most high-net-worth investors rely on their financial advisors to introduce them to new products but they would like more updates and more recommendations, especially when it comes to exchange traded funds (ETFs). More than half of the HNW investors polled would like more information about ETFs from their […]

By John Powell |June 1, 2010

2 min read

Products

BMO rolls out eight new ETFs

BMO Junior Oil Index ETF (ZJO) BMO Junior Gas Index ETF (ZJN) BMO Long Federal Bond Index ETF (ZFL) BMO Real Return Bond Index ETF (ZRR) BMO Emerging Markets Bond Hedged to CAD Index ETF (ZEF) “For those in need of cost-efficient hedging solutions, we have added to our currency-hedged ETFs to allow investors to […]

By Steven Lamb |May 26, 2010

3 min read

Products

ETFs let advisors do their jobs

It’s a known fact that over the long term very few active investment products have been able to outperform their benchmarks. Don’t believe me? Here are some stats from the SPIVA (Standard & Poor’s Indices Versus Active Funds) report. The report found, for year-end 2009, five-year period, only 7.4% of actively managed Canadian Equity funds […]

By Rayann Huang |May 19, 2010

8 min read

Products

U.S. One launches ‘One Fund’

Aimed at investors who want an easy way to own a globally diversified stock portfolio in a single fund, U.S. One has launched ‘One Fund’, its inaugural ETF. The fund, which began trading today on the NYSE (ONEF), consolidates multiple, growth-oriented stock investments into the portfolio. By investing in ‘One Fund’, U.S. One says investors […]

By John Powell |May 11, 2010

1 min read

Building an ETF portfolio

Fundamental analysis is the stuff of cocktail parties, water-cooler gossip, and 24-hour financial news networks. Based on business facts, the main allure of fundamental analysis is the intellectual satisfaction it provides: it is logical. Most professional money managers use fundamental analysis in some form of top-down or bottom-up analysis. Regardless of portfolio size, controlling costs […]

3 min read

Enhancements to PowerShares funds

With news that Canadians have invested over $1 billion in PowerShares ETFs and PowerShares funds, Invesco Trimark has announced changes to the distribution policy for select PowerShares funds. Starting on May 14th, distributions paid on select PowerShares funds may include a return of capital component. According to Invesco Trimark, investors will benefit by receiving a […]

1 min read

All grown up?

This Advisor.ca Special Report is sponsored by: Last year, economists at Morgan Stanley debated adding another member to the top tier of emerging markets: with Indonesia expecting solid economic growth in 2011, the country should be included among the ranks of key markets, with BRIC countries Brazil, Russia, India and China, they argued. That debate […]

4 min read

Do the math when it comes to emerging markets

This Advisor.ca Special Report is sponsored by: Fortune favours the bold, and emerging markets have returned some astronomical results over the past decade. But investing in developing countries is no slam-dunk. It requires experience, a global view and hard core due diligence. Grabbing a basket of stocks from India, China or Eastern Europe will not […]

4 min read

Emerging markets a dilemma for SRI advocates

This Advisor.ca Special Report is sponsored by: There’s an inherent tension between sustainable investing and emerging markets. While no-one can deny emerging market countries the growth opportunities that have fueled economies in developed countries, the speed of that growth can be problematic. In worst-case scenarios, corporate governance standards are by-passed, natural resources are depleted at […]

By Doug Watt |May 4, 2010

4 min read

Pushing boundaries

This Advisor.ca Special Report is sponsored by: Frontier markets are like promising athletes: catch them young and watch them grow. Glibness aside, these investment options are increasingly attracting forward-thinking managers and investors looking for new opportunities. There is no clear definition of a “frontier” market, but they are widely classified as a sub-set of emerging […]

5 min read