Late last week, the media was buzzing about indexing giant Vanguard’s entry into the Canadian investment fund market. (See today’s Globe & Mail and National Post for related stories.) Today, Vanguard officially announced the birth of Vanguard...
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Ian’s Financial Facelift Series – Episode 2
HighView Financial Facelift – Episode 1
Founding Principles – HighView
Blogs
Monthly Income funds’ payout sustainability – the sequel
Earlier this year, I wrote about how to gauge the sustainability of monthly income funds’ fat distributions so that investors and advisors could make better decisions and set realistic expectations. Since then, I’ve received a steady stream of phone calls...
Be careful when comparing real estate fund returns
Real estate has long formed the core of investors’ hard asset exposure. Individuals and institutions invest in real estate for many reasons – i.e. diversification, cash flow and/or inflation protection. As with asset classes beyond the basic (stocks,...
Rebalance for long-term risk control not to boost returns
The Globe & Mail recently ran an article on rebalancing, featuring comments and opinions from some industry giants. The article ends with advice from John Bogle, who suggests that rebalancing is a personal choice. He discourages the practice because of the...
Simplicity is key to analyzing complex products
In the May 2011 issue of Investment Executive, I wrote about how I approach the analysis of complex products. In short, when analyzing products – particularly complex offerings – the most insight is often obtained via the simplest analysis. To illustrate,...
Dealing with lead manager changes
There has been a recent flurry of changes in mutual fund lead managers. This is partly the result of industry consolidation – as managers become disenchanted with asset-gathering behemoths. In other cases, money managers want to scratch their entrepreneurial...
Does DALBAR really calculate investor returns?
I recently received an e-mail about a blog post questioning the validity of DALBAR’s annual study of investor returns – Quantitative Analysis of Investor Behaviour. The blog post – DALBAR study overstates investors’ bad timing – takes...
Portfolio Reviews Matter
To ensure a client’s investment portfolio continues to meet the objectives for which it was designed, HighView believes in regular reviews, typically quarterly, of three components: Goals Review, Portfolio Review & Policy Review. 1. Goals Review At the outset of...
A Sustainable Approach To The Management Of Wealth
Investment Stewards & Their Challenges: At HighView Financial Group, we recognize that there are many people that have a fiduciary obligation for the oversight of wealth that has been entrusted to them for the benefit of others — advisory firms, family offices,...
Managing Client Portfolios With A Fiduciary Mindset
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 concept. We view a “fiduciary” as...
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