Archive for the ‘Portfolio Management’ Category

HighView is pleased to announce that Stewardship Counsellor and Principal Loren Francis has now been appointed to our Portfolio Strategy Committee. The HighView Portfolio Strategy Committee leads the way to ensure we make the right investment...

As HighView believes in education and transparency, we feel it is important that investors understand how they are invested. Today’s topic is: Understanding Pool Funds. So let’s review. Watch this video or read below for a better understanding...

“Fund Facts” is a 2 to 4 page regulatory summary document designed to inform investors on a mutual fund’s salient features. A version for exchange-traded funds – i.e. ETF Facts – will be required starting next September. One of the most...

In Canada, mutual funds are the largest held embedded fee investment product available. They are categorized by a class system, of which most investors are familiar with the A-Class fund predominately used by financial advisors or mutual fund...

The Challenges for Foundation Boards The globalization of capital markets has caused a significant increase in both the variety and complexity of available investment opportunities. Examples of investment options now available include: Bonds Stocks...

Over the past several years, I met many investors who pulled money out of the market prior to the 2007-09 Financial Crisis. Their reasons for pulling out sounded logical.  Their profits were big while the market was low.  But these investors and...

Dear “do-it-yourselfers”: We all have our own definition of “expensive.” In my role as a Stewardship Counsellor, I have the opportunity to learn what expensive means to investors – and their definition is usually as unique as the investor...

As seen in the September 2015 edition of Canadian MoneySaver magazine. Investors can enjoy above-average performance over the long-term by focusing on the things they can control or predict, by being patient, and by keeping things simple. Many...