Archive for the ‘Investment Performance and Reporting’ Category

The financial advisory industry has long been challenged to report accurate, personalized performance to its clients.  Investment management clients have always wanted good reporting but most retail clients didn’t require it because returns...

I have been writing articles in the public domain for more than 13 years.  No series of articles has generated more interest or feedback than my many critiques and analyses of monthly income fund and assessing distribution sustainability.  Below...

This week the Globe and Mail’s John Heinzl took another run at a favourite fund of mine – BMO Monthly Income.  It’s not my favourite fund for investment but rather a favourite to write about.  In his recent article, Heinzl points...

Please click here to read an interim quarter update by HighView Financial Group which provides an overiew of the current volatilty that is happening almost daily in the global capital...

By Mark Barnicutt, MBA, FCSI, CFA OVERVIEW The recent market volatilities have served as a strong reminder that investing in a globally, intertwined economy of sovereign debt issues is distinctly different than the twenty-five year period prior to...

In this morning’s Globe & Mail, Shirley Won has an article on portfolio manager Noah Blackstein.  While yours truly is quoted in this piece, I mention it here because the article touches on a topic that I’ve been mulling for some...

A new regulatory initiative – i.e. Mutual Fund Point of Sale – was launched this year in an attempt to better inform investors about the investment funds in which they invest.  The key feature of this Point of Sale initiative was to...

I firmly believe that the accumulation of wealth for most people is primarily driven by the need for comfort, independence and their desire to pursue their goals and aspirations.   This applies equally to both family and institutional wealth such...

I was recently asked to comment for an article on a small, top-performing mutual fund – Redwood Global Small Cap.  While the article included a couple of my comments, there was no room for some of the more striking statistics I found when...