Returns

Are clients too focused on returns?

Clients increasingly say their advisors improve their return on investment (ROI), reveals a Pollara report commissioned by IFIC. Read: Can you deliver investors’ return expectations? The proportion of clients who strongly agree with this statement increased to 47% in 2017 from 39% last year. Read: How to increase returns by 1.5% The question is, do […]

By Staff |November 22, 2017

2 min read

Canadian equities drive pension returns in Q3

Canadian defined-benefit pension plans, buoyed by rebounding Canadian equity returns, posted Q3 2017 returns of 0.4%, says RBC Investor and Treasury Services All Plan Universe. This marks the sixth-straight quarter of growth for Canadian pension plans. Q2 total returns were 1.4%. Read: RRSP, pension limits are outdated, report says Canadian equity returns reverted to positive […]

By Staff |November 8, 2017

2 min read

Can you deliver investors’ return expectations?

Canadian investors reveal high hopes

By Staff |November 1, 2017

2 min read

How to project fixed income returns

Managing long-term returns involves setting appropriate withdrawal rates

October 31, 2017

2 min read