Portfolio construction

Market Insights

Your guide to goals-based investing

Mass-customizing solutions for your clients

By Mark Yamada |October 20, 2017

4 min read

Market Insights

When to keep and let go of investments

A portfolio manager shares his experience

By Katie Keir |October 20, 2017

9 min read

Market Insights

A closer look at goals-based investing

When modern portfolio theory fails your clients

By Mark Yamada |September 22, 2017

4 min read

Market Insights

Interest rate sensitives that still make sense

As rates rise, these picks will protect portfolios

By Staff |September 11, 2017

2 min read

Industry

Shaunessy Investment Counsel teams with Wealthsimple

Shaunessy Investment Counsel Inc. (SIC) is making its multi-asset global portfolio accessible to the public through Wealthsimple for Advisors. SIC’s portfolio was previously available only to four First Nation trusts and 23 families. “Through Wealthsimple, Canadian investors can now access SIC’s ETF portfolios that are structured to achieve long-term growth, and yet limit risk, in […]

By Staff |August 22, 2017

1 min read

Industry

Evolve Funds files for gender, autonomous vehicle ETFs

Evolve Funds Group Inc. has filed a preliminary prospectus with Canadian securities regulators to launch five factor ETFs, including a gender diversity fund and an autonomous vehicle fund. The five proposed ETFs, according to a release, are below. Evolve North American Gender Diversity Index ETF (HERS): This fund tracks the Solactive Equileap North American Gender […]

By Staff |July 20, 2017

2 min read

Industry

ETF providers want to be your practice consultants

ETF providers have been trying to get on advisors’ radars with free offerings like portfolio tools and analysis. WisdomTree, the New York-based ETF provider that launched in Canada last year, is now trying to one-up its competitors with tailored consulting services to help advisors grow their businesses and even migrate to fee-based practices. Kurt MacAlpine, […]

By Simon Doyle |July 6, 2017

3 min read

Industry

Ontario exempt market activity picks up: OSC

About $27 billion was raised in 2016

By Staff |June 15, 2017

1 min read

Market Insights

What hard data say for the equities outlook

Soft data like consumer confidence and business and manufacturing sentiment are helping push up stock indexes to record highs. But what about the hard economic data that indicate industrial production, utility output and commodity prices? Hard and soft data are diverging, says Tom Forester, chief investment officer of Forester Capital Management in Chicago, so beware […]

By Staff |June 8, 2017

1 min read

Market Insights

How the market environment could bring back active

The past half-decade’s diversified macro environment has been great for passive investing instruments, but it may give way to less efficient markets and more active strategies, Richardson GMP’s Craig Basinger says in a market note. Basinger says neither active nor passive management is superior, though there are two critical factors that determine which investment style […]

By Staff |May 23, 2017

2 min read

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