Portfolio

Industry

Insights into portfolio management

We looked at what’s on your product shelf.

By Staff |May 6, 2016

1 min read

Industry

BMO proposes merging two funds

BMO's investment council is proposing to merge its Private Canadian Growth Equity Portfolio into its Private Canadian Conservative Equity Portfolio.

By Staff |May 4, 2016

1 min read

Market Insights

Where to park clients’ cash

Cash: whether it’s 5% or 50% of the pie, every portfolio needs it. But where do you put it?

By Dean DiSpalatro |April 8, 2016

5 min read

Market Insights

Turning deeper understanding into higher returns

Learn from one portfolio manager’s successes and mistakes

By Jessica Bruno |April 8, 2016

9 min read

Industry

Best ways to predict dividend growth

In the current volatile market, don’t focus on high yield. Instead, analyze a company’s dividend growth.

By Sarah Cunningham-Scharf |March 10, 2016

2 min read

Planning and Advice

How do you talk about performance?

Q: How do you talk about performance without committing yourself to future results? Reg Jackson portfolio manager, JMRD Wealth Management at National Bank Financial, London, Ont. Our team has three main objectives for all clients: Benchmarks are useful to provide a comparison; however, what happens if the benchmark is down 20% and your client is […]

March 4, 2016

2 min read