ETFs

Case Study: Helping jittery clients with education plan

The parents opened an RESP in 2008 using globally balanced mutual funds, but when the market crashed, they lost 17%. The Chois needed to know the money would be there when their eldest reached university age. Unwilling to wait for a rebound, they sold 40% of their mutual funds for cash.

By Alex Gillis |May 3, 2013

3 min read

Market Insights

With rebalancing, less is more

The costs outweigh the benefits when adjusting portfolios too frequently.

By Atul Tiwari |May 2, 2013

3 min read

Market Insights

Guide to tracking error

3 factors affect how well an ETF tracks the underlying index

By Mary Anne Wiley |May 1, 2013

6 min read

Market Insights

Position ETFs to counteract yo-yoing markets

Hockey tactics for portfolio construction—examine the neutral zone trap for protecting against a potentially hostile market.

By Mark Yamada |April 26, 2013

3 min read

Understanding beta and alpha

This course is no longer eligible for CE credits. Go to cecorner.ca to find eligible courses. Beta basics For most investors, beta is the number they want to beat—or buy. It’s provided by an index, but beta is much richer and more complex. In his 1955 doctoral dissertation, Harry Markowitz established the notion that a […]

By Staff |April 23, 2013

24 min read

ETFs are the next generation of passive index funds

The primary appeal of ETFs is based on their index characteristics—low costs, broad diversification, tax efficiency, and relative performance predictability. ETFs are similar to traditional index funds in that they both comprise a collection of securities that represent an underlying benchmark.

By Atul Tiwari |April 19, 2013

5 min read

BlackRock rides the crest of equity wave

BlackRock’s assets under management jumped 7% year-over-year to nearly $4 trillion, further bolstering claims of the great rotation to stocks. The world’s largest asset manager benefitted substantially from growing demand for its ETFs and stock markets hitting record highs, reports FT.com. Having attracted over a third of all ETF industry flows, worth $26 billion, the […]

By Staff |April 17, 2013

1 min read

Combining ETFs with active management

ETFs are primarily associated with indexed or passive products, so the idea of combining them with active management seems as logical as U.S. Tea Party Republicans working with Democrats in Congress.

By Mark Yamada |April 5, 2013

4 min read

ETFs

Case Study: Helping jittery clients with education plan

With rebalancing, less is more

Guide to tracking error

Position ETFs to counteract yo-yoing markets

Active ETFs to propel sector growth

Understanding beta and alpha

ETFs are the next generation of passive index funds

BlackRock rides the crest of equity wave

Surge of active ETFs to come

Combining ETFs with active management