In the November 2010 issue of Investment Executive I reviewed a few different academic papers that attempted to answer the question gracing the title of this blog post. Unfortunately, space constraints precluded me from detailing the titles of the...
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...
With the capital markets volatility of the past few years, and the increased risk aversion of investors, we’re frequently asked how HighView Financial Group rebalances client portfolios. The purpose of this article is to highlight our...
At HighView Financial Group, we are very open in stating that we are a fiduciary of the client assets that we manage. As the concept of “fiduciary” is being discussed more in the media, we believed it was important to address this...
Recently, my partner, Chris Page, attended a global investment conference held in Ottawa, and had a chance to speak with quite a number of Defined Benefit Pension Sponsors. Without fail, the topic discussed the most was pension solvency. Not one...
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...
HighView Financial Group has recently published our quarterly capital markets commentary for Fall 2010: HighView Compass. To read this report, please click...
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...