Industry News

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Why the tenets of investing sometimes fail

The current crisis in the markets demonstrates a need for investment professionals to rethink everything they were taught about the way markets operate, says Andrew Lo, well-known financial theorist and finance professor. At the annual CFA Institute Conference in Orlando, FL, the Harris & Harris Group Professor of Finance at the Sloan School of Management […]

By Mark Noble |April 30, 2009

5 min read

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WaterStreet Family Wealth Council has been named “Best Family Office Services” in Canada by Euromoney magazine. The prestigious Private Banking Awards cover more than 60 global regions and are voted for by those in the financial services industry. According to Euromoney, WaterStreet’s top ranking for the award indicates the excellence with which it serves families […]

By Staff |April 30, 2009

2 min read

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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

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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

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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

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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

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Non-farm payroll employment fell by 0.5% (79,600 jobs) in February, down 2.0% (296,000 jobs) since the hitting a peak in October 2008, according to Statistics Canada’s newly released Survey of Employment, Payrolls and Hours. The industry that saw the largest decline in February is manufacturing, with payroll employees down by 19,300. Manufacturing employment has been […]

By Staff |April 29, 2009

4 min read

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Small cap, growth the places to be in Q1

Small cap fund managers posted better performance than their large cap colleagues in the first quarter of 2009, according to the latest Russell Active Manager Report. Small cap funds posted a median return of -1%, while large cap managers posted a median return of -2.7%. The outperformance can be largely attributed to the business sectors […]

By Steven Lamb |April 29, 2009

3 min read

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Applying behavioural finance to value investing

(Orlando, FLA) — Being a contrarian is a key piece of successful value investing, but it also runs counter to human nature. Investing, in practice, is much different from what it is in detached theory. A leading value investment strategist believes this is why behavioural science needs to be placed alongside other types of security […]

By Mark Noble |April 28, 2009

5 min read

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Sun Life Financial has launched a new lifestyle Web site called Today’s Economy, offering resources — not products — for people looking to get help with the everyday issues of living through this recession. The site includes a blog and a variety of links that provide educational information and advice. “We know this is a […]

By Staff |April 28, 2009

3 min read

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