HighView Blog

Volatility measures behavioural risk

By Dan Hallett on October 18th, 2010

In his latest Globe & Mail column, Tom Bradley discussed risk and volatility.  Modern finance theory uses volatility, or more formally standard deviation, as its measure of risk largely because it is an easy statistic to use in quantitative...

Facilitating Excellence In The Management Of Wealth

By HighView Financial on October 16th, 2010

Our core expertise at HighView Financial Group is asset management.  When managing client wealth, though, the reality is that investments are not the most important aspect of managing this wealth.  Specifically, in the management of wealth –...

Hedge Fund Redemption Provisions

By HighView Financial on October 14th, 2010

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...

What Affluent Investors Are Desperately Seeking

By HighView Financial on October 13th, 2010

In the 2010 Edition of the World Wealth Report, it was highlighted that, given the negative impact of the recent Global Financial Crisis on the value of client portfolios, that affluent and high net worth investors are now seeking investment...

Creating An Integrated Wealth Management Experience For Clients

By HighView Financial on October 11th, 2010

“The first step to providing good advice is understanding clients’ complete financial situations.” VIP Forum, Corporate Executive Board In the management of wealth – whether it’s for family or institutional clients such as pensions,...

The Ups and Downs Of Performance Incentive Fees

By HighView Financial on October 6th, 2010

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...

A closer look at BetaPro’s dirt cheap ETF

By Dan Hallett on October 5th, 2010

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...

Debunking Beta

By HighView Financial on October 3rd, 2010

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...

Canadian regulators unlikely to ban commissions

By Dan Hallett on October 3rd, 2010

I have been asked more than a few times by advisors whether I think product commissions will be banned.  While we can never say never, I’ve had enough questions on this to warrant an article.  In the October issue of Investment Executive, I...

ETF industry mind-set: build it and they will come

By Dan Hallett on October 1st, 2010

The Globe & Mail recently reported that indexing giant Vanguard has surpassed Fidelity as the world’s largest mutual fund company.  The article poses the question of whether this event indicates a growing interest in index-investing.  I...

See Beyond

Receive Market Commentary + Stewardship Insights.

  • This field is for validation purposes and should be left unchanged.