The list of today’s economic worries seems as long as it’s ever been. Bearish strategists underline negative economic statistics with 2009’s brisk recovery in stock prices. But the mathematics of loss/recovery – and more specifically where...
Media Hub
Videos
Ian’s Financial Facelift Series – Episode 2
HighView Financial Facelift – Episode 1
Founding Principles – HighView
Blogs
XWD & XEM tracking errors much better than they appear
Sponsors of exchange-traded funds, or ETFs, generally have websites loaded with great information. I visit the iShares website regularly. One of my favourite tools is iShares’ Tracking Error Chart. For any iShares fund, it shows you how well each fund has...
The Great Reflation
I just finished reading The Great Reflation by Tony Boeckh. Tony is the former long time Editor and Publisher of The Bank Credit Analyst and current author, along with Robert Boeckh, of The Boeckh Investment Letter. I highly recommend this book for anyone interested...
Stewardship: common sense not controversial
Morningstar Canada recently introduced its Stewardship Grades for 27 Canadian fund companies. Media coverage began slowly but picked up momentum. The Toronto Star’s Jim Daw had some valid critique of the scoring scale. Then, Tom Bradley devoted his Globe and...
Longevity Risks For Retirement Assets
In a recent article, Degrees of Longitude by Rhea Wessel, in the CFA Institute Magazine (March/April 2010), the issue of longevity risk — ie: life expectancies increasing beyond original forecasts — was reviewed as well as some of the risk management...
IT Funding – 3 technology numbers every business leader needs to know
Technology costs represent a significant portion of a company’s annual expenditures. As a business leader, not having a solid understanding of these costs can put your business at a competitive disadvantage. Here are the three technology numbers every business leader...
The Importance of Client Investment Portfolio Monitoring
In a recent article, I reviewed the importance of having an Investment Policy Statement. In this article, I’d like to address the importance of Investment Advisory Firms monitoring their clients’ portfolios. Specifically, a client’s IPS is the...
Structural risks of real property funds
In a recent Globe & Mail article, I was quoted as saying that I was amazed that real estate mutual and segregated funds still existed. I was surprised at the extent of feedback I received on this seemingly innocent quote. But clearly, the firms offering...
Is Buy-And-Hold Dead?
Not according to Dr. Burton Malkiel, one of the true legends of the Investment Industry. Last night my colleague John Platt and I had the distinct pleasure of spending an evening with, Dr. Malkiel and a small group of investment professionals. Dr. Malkiel is an...
Advisor compensation: no fee model is free from potential conflicts
Financial advisor compensation is one of those topics that is hotly debated but never fully resolved. A recent article by the National Post’s Jon Chevreau sparked a private exchange between me and another person quoted in that article. The exchange raised a...
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