I have been a happy ING DIRECT banking and insurance client for more than a dozen years. A little more than two years ago, they sent me (and presumably all of their clients) a brochure on their then-new Streetwise Funds® which extolled the virtues of indexing and...
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Ian’s Financial Facelift Series – Episode 2
HighView Financial Facelift – Episode 1
Founding Principles – HighView
Blogs
Building A Solid Foundation For Foundations!
With the growing level of wealth in Canada, an increasing area of interest is the use of Private Foundations. In working with families, the topic of planned, philanthropic giving frequently arises in conversations. Although there are a variety of personal reasons for...
Jack Bogle Says Industry Must Return To Stewardship Model
At a recent CFA Conference in Boston, Jack Bogle, the Founder of Vanguard Group, said that the investment industry should return to its roots and abandon salesmanship for stewardship. A summary of his comments, as well as Christopher Davis, Chairman of Davis Selected...
Back To Basics
No matter how many times a “can’t miss” investment trend implodes, investors have demonstrated a regrettable penchant for chasing the latest short-cut to wealth creation. At HighView, we believe to be successful, an investor must focus on the following: 1. Understand...
Creating Disciplined Investment Structures For Ultra High Net Worth Families
For any investor, effectively managing their investments can be a challenge. The world of capital markets has become a very complex place with numerous opportunities as well as potential pitfalls. For those with significant wealth the challenges as well as the...
The Future For Hedge Funds
It’s been almost three years now since the initial cracks in the global capital markets were first experienced back in 2007. At that time, it seemed like the term, “Hedge Fund” was on the lips of so many investors who were seeking spectacular, yet...
Managed Accounts For Hedge Strategies – An Investor Friendly Alternative To Fund Of Funds
In the aftermath of the 2008/2009 global capital markets crisis, many investment firms have been exploring the use of Managed Accounts for the hedge fund strategies for their investor clients. Although Managed Accounts have been in existence for traditional asset...
Know what correlation measures, and what it doesn’t
The fund again resumed its tight correlation to the index starting in 2004 (until so far this year). The lesson: don’t rely on the trailing three or five year correlation or r2 to tell you what will happen in the future. 4. Use correlation as a screen, then...
Toward A New Science Of Private Client Psychology
The attached article by Charlotte Beyer (Founder & CEO, Institute for Private Investors), which appeared in the November/December 2009 issue of CFA Magazine, reviews how a new science of private client psychology would examine how trust and faith are at the core...
But The Client Never Told Me!
In August 2007, my two HighView partners, Greg Rodger and Wayne Gillespie co-authored an article about how the misunderstanding of “Risk” is at the heart of most Advisor/Client conflicts. This article also appeared in The Monitor, the magazine of the Investment...
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