How much of performance is really alpha? We report from the CFA Institute conference in Montreal.
We looked at what’s on your product shelf.
But with careful planning, you can keep U.S. taxpayer clients’ PFIC headaches to a minimum.
Bugs and bears square off on whether this metal really is precious.
Cash: whether it’s 5% or 50% of the pie, every portfolio needs it. But where do you put it?
Learn from one portfolio manager’s successes and mistakes
The fear gauge is an asset class unto itself
Q: How do you talk about performance without committing yourself to future results? Reg Jackson portfolio manager, JMRD Wealth Management at National Bank Financial, London, Ont. Our team has three main objectives for all clients: Preservation of capital Providing above-market rates of return Providing rates of return tax efficiently Benchmarks are useful to provide a […]
Yes, but look under the hood at the firm’s financials
Are your clients’ portfolios watered down?