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 dig beneath the...
Media Hub
Videos
Ian’s Financial Facelift Series – Episode 2
HighView Financial Facelift – Episode 1
Founding Principles – HighView
Blogs
It’s Not Always About Growth
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 that now exist; this...
Adding value to ETF portfolios
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 sources of value-added...
Don’t forget bonds
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. Financial advisors...
All synthetic bond funds are not equal
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 this type are...
Don’t get too cozy with your investments
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 buying rise in...
The Future: Trusteed Retirement Plans
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 Retirement Plans”...
Do financial advisors add value?
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 papers and the...
Did VenGrowth funds’ boards cast a wide-enough net?
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 go but a couple of...
Managing Client Portfolio Risk
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 approach below. Overview:...
News
No Results Found
The page you requested could not be found. Try refining your search, or use the navigation above to locate the post.