Industry

SRI segment grows despite tough times

The ups and downs of the markets over the last two years haven’t greatly impacted socially responsible investments, according to a study released today by the Social Investment Organization (SIO). In fact, the study, called the Canadian Socially Responsible Investment Review, found that SRI assets increased 21% to $609 billion from 2006 to 2008. “Socially […]

By Deanne Gage |April 30, 2009

2 min read

Fund investors trust advisors: PwC

Mutual funds and the advisors who sell them have taken a beating in the mainstream press lately, but clients appear happy with the products and have faith in their advisor, according to survey results released today by PricewaterhouseCoopers. Seventy-three percent said they were good investment options, and offered sufficient choice. Survey respondents were slightly happier […]

By Steven Lamb |April 30, 2009

3 min read

Rethinking private client investment

(Orlando, FLA) — There is a growing consensus at the CFA Institute’s annual conference in Orlando, Florida that basic tenets associated with efficient market theory and the capital asset pricing model have failed to protect retail assets in the downturn. An example of this view was expressed by renowned investment theorist Andrew Lo from the […]

By Mark Noble |April 29, 2009

4 min read

Lippers honour

The Lipper Fund Awards were handed out in Toronto last night; recognition of industry “virtuosos” was the theme of the evening. After the past year of market turbulence, that meant honouring those who limited their losses. The Awards program highlights funds that have excelled in delivering consistently strong risk-adjusted performance, relative to peers. In Canada, […]

By Steven Lamb |April 29, 2009

3 min read