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Manage portfolios to fixed risk levels

Portfolio tips from the martial arts

Regulators don’t understand diversification

In all professional sports, managers take a disproportionate share of criticism when things don’t work out—and with good reason.

What unbundling could mean for the future of advice

What unbundling could mean for the future of advice

Safety measures for swap-based ETFs

Losing money is a risk inherent in the purchase of any financial product. Therefore, be it a stock, bond, mutual fund or ETF, investors expect…

The search for outperformance

Do alternative strategies truly work?

  • By: Mark Yamada
  • March 14, 2014 September 9, 2018
  • 00:00

A screw is not a nail

Products may appear similar, but aren’t. Some ETFs that employ derivatives are receiving critical press and regulatory scrutiny, so we’re examining them in this series.

  • By: Mark Yamada
  • January 24, 2014 September 6, 2018
  • 00:00

ETFs for portfolio defense

Portfolio managers can learn from hockey. This month we address the “chip and chase” and the last line of defence, goaltending.

  • By: Mark Yamada
  • November 1, 2013 September 6, 2018
  • 00:00

Getting tax back with ETFs

My colleague is always on the lookout for deals and bargains. Growing up in Saint Petersburg during a transitioning Russian economy made everyone resourceful. She…

  • By: Mark Yamada
  • September 13, 2013 July 11, 2023
  • 05:56

Final score: ETFs 1, Leafs 0

Too much success can be a bad thing. The Toronto Maple Leafs don’t need to put a competitive team on the ice. Season ticket holders…

  • By: Mark Yamada
  • August 30, 2013 September 6, 2018
  • 00:00

Lifelong planning is your goal

Make sure their clients don’t run out of money.

Investor knowledge continues to lag

The real story about mutual fund fees

Socially responsible ETF investing

Any investment with the scent of upside is fair game. But some investors don’t embrace traditional corporate values, and instead have social and environmental objectives.

ETFs: The teenage years

The Canadian exchange-traded fund (ETF) market has reached adolescence, and hair is starting to sprout on its chin.

Position ETFs to counteract yo-yoing markets

Hockey tactics for portfolio construction—examine the neutral zone trap for protecting against a potentially hostile market.

  • By: Mark Yamada
  • April 26, 2013 September 6, 2018
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Combining ETFs with active management

ETFs are primarily associated with indexed or passive products, so the idea of combining them with active management seems as logical as U.S. Tea Party…

Is smart beta smarter?

Find out how each indexing approach works.

  • By: Mark Yamada
  • March 28, 2013 September 6, 2018
  • 00:00

Examining PE and infrastructure alternatives

Private equity, private debt and infrastructure investing are popular with institutional investors because payoffs complement the publicly traded parts of portfolios.

  • By: Mark Yamada
  • March 13, 2013 September 10, 2018
  • 00:00

A matter of trust

Are REIT ETFs worth the risk?

  • By: Mark Yamada
  • February 12, 2013 September 10, 2018
  • 00:00

Safety tips for synthetic ETF use

Derivatives offer useful and cost-effective ways for investors to manage risks. In the ETF world, derivatives have democratized investor access to asset classes like commodities…

  • By: Mark Yamada
  • January 25, 2013 September 6, 2018
  • 00:00

Create sustainable portfolios

What advisors can learn from Harvard.

  • By: Mark Yamada
  • January 15, 2013 September 10, 2018
  • 00:00

Yield curves and recessions

If the U.S. goes back into recession in 2013, stock markets will suffer. So getting a bond strategy right will be very important.

  • By: Mark Yamada
  • December 11, 2012 September 6, 2018
  • 00:00

“Henderson has scored for Canada!”

What the Summit Series can teach ETF bond investors.

  • By: Mark Yamada
  • November 13, 2012 September 6, 2018
  • 00:00

ETF wisdom from the dugout

Low-volatility strategies might defy logic, but they work

Pension investing with ETFs

DC and RSP benefits are completely a function of contributions and the actual investment result for each employee. Employees are responsible for the outcome, not…

  • By: Mark Yamada
  • December 1, 2011 August 21, 2019
  • 14:44

Pension investing using ETFs: Part 3

In the now-iconic scene set in Katz’s Delicatessen in New York City, a woman of some years mischievously asks her waiter to bring her the…

  • By: Mark Yamada
  • September 12, 2011 August 21, 2018
  • 00:00