Industry

CFA Institute pushes for harmonized performance standards

(November 17, 2004) Investment firms should be required to report their performance results based on a single, global standard. That’s the goal of the CFA Institute, which held a conference recently in Vancouver to discuss the convergence of investment performance standards. The CFA Institute (formerly known as AIMR), began working on standards for U.S. and […]

By Doug Watt |November 17, 2004

2 min read

Inside Edge: The right stuff

(November 2004) This fall has seen the unveiling of three new studies for advisors seeking to attract affluent clients. According to these reports, the most profitable and sustainable business models for these advisors involve three key elements. It’s about being on the right platform, having the right service offering and building the right team. Let’s […]

By Darin Diehl |November 17, 2004

3 min read

Fund firms moving on independent committees

(November 16, 2004) The trend towards independent review committees (IRCs) for mutual funds is on the rise. At this point, the reasons are purely practical and the committees have a narrow mandate. Some industry executives view the move as getting a jump on the regulators, who are expected to introduce a broader fund governance regime […]

By Doug Watt |November 16, 2004

3 min read

Venture capitalists busy in third quarter

(November 16, 2004) The Canadian venture capital industry invested $498 million in the third quarter of 2004, 21% more than the $411 million in the same period of 2003, according to the quarterly report from Canada’s Venture Capital and Private Equity Association (CVCA). “The continued upturn in investment activity confirms the end of the declines […]

By Steven Lamb |November 16, 2004

2 min read