Archive for the ‘Industry Changes + Trends’ Category

The battle over the handful of VenGrowth labour sponsored investment funds and the New Generation Biotech LSIF is getting interesting.  (See our initial overview if you’re new to this story.)  It’s tough to say which way the vote will...

The recently announced deal reached by Covington Fund II Inc. and all of VenGrowth’s retail labour sponsored investment funds (LSIFs) has sparked a bit of controversy and attracted another party into the mix.  The Covington-VenGrowth deal,...

In a recent Globe and Mail column, Shirley Won wrote about how investors in VentureLink ‘capital repayment’ labour sponsored investment funds are not getting their capital back.  The article quoted a financial advisor – who bought...

It has been our experience, over many decades of dealing with families of significant means, that they all have their individual levels of complexity which have evolved over the families’ evolutionary lifecycles. These complex structures are...

If you want to get a sense of how the US is moving ahead of Canada in terms of the classification of who are considered “investment fiduciaries” in servicing employer sponsored retirement plans, the US Department of Labor’s...

The Ontario Securities Commission (OSC) recently released their 2010 Compliance & Registrant Regulation (CRR) Branch Annual Report. One of the topics that received considerable, plain language commentary was how Portfolio Managers collect and...

In recent weeks, we’ve had the opportunity with some new clients to review some existing/legacy hedge fund security holdings….many of which were purchased over the past decade, typically pre-2008. Many investors were shocked to learn...

In recent client meetings, we’ve been asked by investor clients if we use performance incentive fees.  The short answer is “No”. HighView doesn’t use these fee structures with our clients for two reasons.  We believe that...

In a recent blog post, I provided an overview of the new Horizons BetaPro S&P/TSX 60TM Index ETF (HXT/TSX).  HXT’s synthetic exposure left us with two questions, both of which are addressed below. What’s in it for National Bank? This has...

One of the Financial Planners that we work with recently highlighted to me that in the September 2010 issue of Forbes magazine, there’s an article by David Dreman of Dreman Value Management, in which he makes the case that it’s time to...