Portfolio managers

Industry

Target ditched Canada — should shareholders ditch Target?

Target wasn’t willing to wait six years to turn a profit, so it’s packing up.

By Melissa Shin |January 15, 2015

3 min read

Industry

Dynamic Funds makes portfolio changes

Dynamic Funds makes portfolio manager changes to resource fund.

By Staff |November 18, 2014

1 min read

Industry

CalPERS, others to disclose their portfolios’ carbon footprints

Institutional investors representing US$500 billion in AUM signed the Montreal Carbon Pledge today.

By Staff |September 25, 2014

1 min read

Market Insights

Case Study: Client dumps advisor over closet indexing

Case study: Rebecca Harpaz is determined to find out whether her investments are managed as actively as her advisor says they are.

By Dean DiSpalatro |September 5, 2014

5 min read

Market Insights

When to underweight dominant stocks

Along with investing in energy and financials, look for mid-cap gems.

By Sarah Cunningham-Scharf |August 14, 2014

3 min read

Industry

Manulife adds global resource PMs

Manulife Asset Management is naming starting a new global natural resources equity team with two new portfolio managers.

By Staff |June 18, 2014

1 min read

Planning and Advice

2 ways to lower trading costs

Since fees drag on returns, minimize them for clients.

By Melissa Shin |May 20, 2014

2 min read

Planning and Advice

2 rebalancing traps to avoid

Rebalancing can help investors tap into alpha, but people can overdo it.

By Melissa Shin |May 13, 2014

2 min read

Planning and Advice

Prove you know your clients

When auditors come knocking, you need to provide comprehensive, updated account documents, as well as evidence that you’ve met with all clients at least once a year.

May 9, 2014

3 min read

Industry

How to create a yield cushion

High-yield portfolios will outperform when interest rates rise.

By Suzanne Sharma |March 25, 2014

2 min read

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