HighView Blog

  • Investment Performance and Reporting
  • Family Wealth Planning
  • Industry Changes + Trends

Proper due diligence can counter the lure of triple-digit returns

I was recently asked to comment for an article on a small, top-performing mutual fund - Redwood Global Small Cap. …

  • Portfolio Management
  • Family Wealth Planning

The Only Relevant Investment Benchmark

Most people agree that bad habits are hard to break.  The unfortunate reality, though, is that the global investment management…

  • Portfolio Management
  • Family Wealth Planning

Liability Driven Investing

Liability driven investing (LDI) differs from a traditional policy portfolio approach in that an actual liability stream of an organization…

  • Regulations and Industry Governance

Lest We Forget

"We learn from history that we learn nothing from history."  George Bernard Shaw With equity markets, especially in Canada, getting close…

  • Industry Changes + Trends

Trend of decreased transparency a lose-lose

Valentine's Day is a day to celebrate love.  But on February 14, 2011, I wasn't feeling the love from the…

  • Industry Changes + Trends

LSIFs and hedge funds with training wheels

I was recently asked to comment on Labour Sponsored Investment Funds (LSIFs) by the Canadian Press.  The words attributed to…

  • Family Wealth Planning

Investing for retirement

In Tuesday's Globe & Mail, I shared a couple of suggestions that investors should consider for their RRSPs.  My suggestions covered…

  • Portfolio Management
  • Family Wealth Planning

"Where’s the best place to invest?"

In meetings with prospective clients, I frequently get the question: "Where's the best place to invest?" Given that the investment management…

  • Family Wealth Planning

Trusteed Group Retirement Plans

The group retirement plan landscape internationally is dominated by trustee arrangements. In these arrangements, a trustee is appointed to bear…

  • Portfolio Management
  • Family Wealth Planning
  • Regulations and Industry Governance

North American Securities Administrators Association Supports Fiduciary Standards

Investment Executive today reported that the North American Securities Administrators Association recently unveiled its U.S. legislative agenda, which was highlighed…