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Latest news in Alternative Investments

ETFs evolve into active investments

(May 2008) The exchange-traded fund market remains predominantly geared toward those looking for an inexpensive way to get exposure to market indexes. The low-cost nature…

Transparent alternatives wanted

(March 2008) A few years ago the thought of a hedge fund manager tipping his hand or letting investors get a glimpse inside his “black…

Investors overlooking muni-bonds

(February 2008) Everyone knows that government savings bonds are a safe way to invest, but they’re not much fun when it comes to returns. So…

The new long-term private capital

(January 2008) With recent stock turmoil pushing BCE shares to well below the takeover price negotiated by a consortium led by the Ontario Teachers’ Pension…

Market ripe for distressed investing

(December 2007) “Buy low, sell high” is pretty much the mantra for everyone in the financial industry, but that doesn’t mean people should scoop up…

Crocus board deserves no protection: receiver

Directors and officers of the Crocus Investment Fund “abdicated their responsibilities” to more than 33,000 shareholders, according to a new report released by the court-appointed…

Canada finally gets the go-head to issue covered bonds

(July 2007) Just when you thought you knew everything there was to know about North America’s financial markets, along comes a brand new product that…

130/30 poised to hit retail market

One of the most popular institutional investment strategies, the 130/30, is making its way into the retail market. Last week, UBS launched the first pair…

Hedge fund strategies: Making sense of it all

(July 2007) The hedge fund world is a universe in itself. There are many different strategies, with different objectives, but too often they are lumped…

Since You Asked: Defining alternatives

(June 2007) Advisor.ca is pleased to introduce a new monthly investment column by Pierre Saint-Laurent. “Since You Asked” will answer advisor frequently-asked questions concerning investments.…

Manor says Portus money

(May 2007) Boaz Manor denied he was the owner of Portus Alternative Asset Management, despite sworn documents filed with the Ontario Securities Commission Management, says…

Risk is not a number

(May 2007) Although using models of expected returns to guide portfolio construction is the starting point for any investor forgoing the certainty of a T-bill…

New trends in hedge funds

(April 2007) Alternative investments signify a fast-moving, opportunity-driven world. Now there’s alternative beta. Yes, alternative beta, as in the Capital Asset Pricing Model alpha and…

Hedge funds revise valuation policies

(April 2007) New mutual fund registration procedures will have an impact on hedge funds in Canada, says one expert. At the same time, an international…

Norshield dubbed potential

Questionable payments, overstated assets and faulty price calculations mean that investors in the Olympus United hedge fund of funds will likely see between 6 cents…

Demand-driven structured products attract regulators

Structured products may well be the new mutual funds. But financial innovation inevitably attracts regulatory scrutiny, suggests McCarthy Tétrault securities lawyer Ronald Schwass, especially when…

CSA seeks hedge fund transparency

(January 2007) As the Canadian hedge fund industry continues to grow, regulation is on a lot of people’s minds. The Canadian Securities Administrators has addressed…

Hedge convergence

(January 2007) There is convergence between traditional and hedge investing, folks. Says who? Blake Grossman. Blake who? Grossman, chief executive of Barclays Global Investors, the…

Venture capital market slows

(November 2006) The Canadian venture capital industry has become more conservative with its funding disbursement, focusing its relatively scarce capital on later stage financings, according…

Hunt is on for quality trusts

(November 2006) In the days following Finance Minister Jim Flaherty’s announcement that income trusts would face similar taxation levels as corporations, the markets reacted with…

Lifting the hood

(November 2006) You invest in mutual funds, good, solid, long-only investments that everyone can understand. No surprises, no mystery. Market goes up — money is…

5th Annual Dollars and Sense: Managed money gains traction

(October 2006) It appears the popularity of outsourcing investment decisions has surged. In our 2005 Dollars & Sense Survey, 28% of respondents said they were…

Norshield report to come in September

(August 2006) The potential recoveries aren’t looking any better for Olympus hedge fund investors, nor is the principal cooperating quite as much as he has…

Rational exuberance: The bubble that wasn’t

(May 2006) Here’s a fact: the late 1990s were a time of irrational exuberance (said Alan Greenspan, no less), with more froth than Lake Ontario…

Real returns

(May 2006) Traditional asset allocation typically divides a client’s portfolio between stocks, bonds and cash, with some fine-tuning around allocations of global versus Canadian, small…