HighView Blog

A sense of history helps to assess past performance

By Dan Hallett on December 29th, 2010

In the Globe and Mail recently, Shirley Won screened for the best and the worst among U.S. equity funds for the decade through November 30, 2010.  A couple of funds on the list struck me as worthy of further comment, which point to the need to...

It’s Not Always About Growth

By HighView Financial on December 19th, 2010

Overview: The past few years in the asset management business have been very interesting.  Compared to much of the 1990s and first 1/2 decade of the 21st century, investors of all types are now very sensitive to the various global economic risks...

Adding value to ETF portfolios

By Dan Hallett on December 16th, 2010

In an April 2010 post, I wrote of the challenges advisors face when using ETFs as the product solution for constructing client portfolios.  In the May 2010 issue of Investment Executive, I turned around and touched on advisors’ potential...

Don’t forget bonds

By Dan Hallett on December 15th, 2010

There is an interesting dichotomy at play today in retail investment circles.  Individual (i.e. retail) investors are clamouring for bonds and bond funds since the wounds from the 2007-09 bear market remain fresh while bonds have been a haven. ...

All synthetic bond funds are not equal

By Dan Hallett on December 10th, 2010

In the December issue of Investment Executive, I wrote about synthetic bond funds.  I couldn’t mention them by name in that article, but I used a couple of new Franklin Templeton synthetic bond funds to illustrate that not all new products of...

Don’t get too cozy with your investments

By Dan Hallett on December 9th, 2010

Various media ran an article today proclaiming that investors are more confident in 2010 compared to a year ago.  While I always scratch my head at such articles, I can also understand that investors feel better when the investments they’re...

The Future: Trusteed Retirement Plans

By HighView Financial on November 29th, 2010

Paul Rainford (Vice President & Director, HighView Financial Group) has spent over three decades designing retirement plans for plan sponsors. It the video below, Paul provides an overview of the features and benefits of “Trusteed...

Do financial advisors add value?

By Dan Hallett on November 29th, 2010

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...

Did VenGrowth funds’ boards cast a wide-enough net?

By Dan Hallett on November 21st, 2010

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...

Managing Client Portfolio Risk

By HighView Financial on November 21st, 2010

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...

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