Risk

Balance clients’ risk into retirement

With risk rising again to the forefront of investors’ minds, it’s hard not to worry whether retirement assets are as safe as they could—and should—be.

By Raf Brusilow |September 8, 2011

3 min read

Industry

Risk is back

Advisors now face the challenge of reassessing not only their clients’ risk tolerance levels, but also the nature of risk itself, thanks to the downgrade of U.S. debt to below AAA.

By Harper Fraze |September 1, 2011

6 min read

Industry

New McLean Budden VP to focus on risk

Investment firm McLean Budden has named Jean-Philippe Giguère to the post of vice-president, a role in which he will help institutional clients manage risk and maintain the financial integrity of their pension plans. “The inherent volatility of global capital markets has made strategies for managing risk a top priority for pension plan sponsors,” said Roger […]

By Staff |July 5, 2011

1 min read

Industry

Risk in a wrapper

Earlier this year, the CFA Institute’s annual conference in Edinburgh, Scotland featured two speakers addressing two very different, but ultimately related types of risk. Unrewarding risks The most critical component of portfolio risk management is identifying and eliminating unrewarding risk, according to Guy Stern, investment director and head of multi-asset fund management at Standard Life […]

By Dean DiSpalatro |June 30, 2011

4 min read

Mitigating risk through SRI

Mary Jane McQuillen has been described as a rock star in the world of socially responsible investing. The New York City-based fund manager heads up the ESG (environmental, social and governance) division of Clearbridge Advisors, which was recently appointed to sub-advise the Meritas U.S. Equity Fund. McQuillen was in Victoria this week, speaking at the […]

By Doug Watt |June 24, 2011

3 min read

From asset to risk allocation

The balance between return and risk is often equated with the trade-off between health and exercise. While all investors have an appetite for greater wealth (being healthy), they also have a limited tolerance for risk (exercise). Unfortunately, risk is a difficult, often abstract, concept for investors — especially when it comes to investment selection. As a result, risk is usually ignored altogether.

7 min read

Opportunity, risk in Canada: Part Two

“I’m bullish on the Canadian stock market,” says Darren Lekkerkerker, manager of the Canadian equity sub-portfolio of the Fidelity Canadian Balanced Fund and co-manager of the Fidelity Global Natural Resources Fund.

8 min read

Risk is back on the menu

Canadian investors may be showing a little more appetite for risk, with a vast majority telling a recent survey they would invest in growth-oriented mutual funds over the next year. It should be noted that the definition of “growth-oriented” in this case is not that of the industry style-box, but refers to capital appreciation strategies. […]

By Staff |May 19, 2011

2 min read

Global portfolio seen mitigating risk

Despite the explosion of high profile global risks, the appetite for global markets remains strong. In fact, a survey by Franklin Templeton found that demand for global investments will only increase over the coming decade, as investors seek to minimize their exposure to any single economy. At the time of the survey, only 34% of […]

By Staff |March 29, 2011

2 min read