Each month, IIROC publishes a list of the floating and tracking error margin rates for Canadian and U.S. index products. For July, the regulator highlighted the floating margin rates for a dozen major Canadian products and 11 U.S. products. It offered the current tracking error rates for an equal number (9) of both Canadian and […]
Portfolio construction is as much an art as it is a science. It’s a science because, thanks to modern portfolio theory, advisors can construct efficient frontiers securing the best risk-reward tradeoff. It’s an art because no two clients will have the same risk profile—or better, risk appetite.
Background on 4 proposals & papers scheduled by the CSA.
Make sure their clients don’t run out of money.
Fixed-income ETFs work for institutional investors and advisors.
The U.S. ETF market is worth $1.4 trillion, but performed poorly in June.
Institutional investors are embracing ETFs.
Horizons ETFs is offering clients an advanced market analysis tool.
Positive ETF inflows offset price declines in stocks and bonds in June.
Bloomberg reports the Winklevoss brothers have filed forms with the Securities and Exchange Commission to create a bitcoin ETF.