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Investing dynamically with hedge funds

Hedge funds have an unconstrained and opportunistic investment mandate. This flexibility is based on a dynamic investment approach that focuses on generating returns in myriad and diverse investment environments, changing market conditions and specific opportunities including market dislocations, corporate events, security mispricings, directional bets, arbitrage, and trend-following, to name a few. Hedge funds can, in […]

By Claude Bovet |March 8, 2010

8 min read

Alpha’s market share grows

The Alpha Group has many reasons to celebrate. On March 1st, the volume traded in TSX listed securities on Alpha ATS represented a market share of more than 30% across all Canadian transparent marketplaces. The market share in ETFs reached 52.3%. That was 10% higher than the second most active marketplace. In the benchmark index […]

By John Powell |March 3, 2010

1 min read

Study: Affluent U.S. investors keen on ETFs

A U.S. study indicates that ETFs are very popular with affluent investors. The study conducted in February by Phoenix Marketing International shows that 20% of affluent investors own ETFs and 7% are going to be seeking them out in March. What is even more significant is that 29% of respondents say they will be increasing […]

By John Powell |March 2, 2010

1 min read

ETF tax advantages

The three key characteristics that make exchange–traded funds (ETFs) tax-efficient are easily defined. They are: Index-based ETFs have extremely low turnover. Transactions trigger gains taxable in the hands of unit holders. The redemption of ETFs allows for in-kind transfers, allowing sponsors to transfer out the lowest cost shares without incurring tax. This maintains the adjusted-cost […]

By Mark Yamada |March 1, 2010

4 min read