Industry News

Using ETFs for Portfolio Building

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 […]

July 12, 2010

3 min read

Risk perception on the rise: RBC report

Markets around the world are rife with skepticism as global recovery does little to rein in the growing risk perception amongst asset managers. Inflation and commercial real estate are feared to be the two biggest spoilsports in global markets, according to a study by RBC Capital Markets, the corporate and investment banking arm of Royal […]

By Vikram Barhat |July 12, 2010

3 min read

Briefly:

EdgePoint Wealth joins the list of fund companies introducing separate portfolios for investors residing in provinces that have not harmonized their sales taxes with the federal GST. The company says the approach is the appropriate course of action that puts the interests of its unit holders first. The company decided to stay away from the […]

By Staff |July 12, 2010

4 min read

CSA releases review of MFDA

Despite advisor attitudes to the contrary, the Mutual Funds Dealers’ Association processes are efficient, effective, consistent, and fair, according to the Canadian Securities Administrators Oversight Review Report. “The MFDA’s Compliance and Policy departments continue to guide its maturing membership towards a culture of compliance and are reasonably responsive to emerging industry trends,” the report says. […]

By Steven Lamb |July 9, 2010

3 min read