by ext | Oct 18, 2016 | Blog
Mutual fund managers typically use one of two investment strategies: top-down or bottom-up. Top-down The top-down approach begins by looking at macroeconomic data and trends (e.g., inflation, interest rates and economic growth) to determine the regions, as well as the...
by ext | Oct 11, 2016 | Blog, Industry Insights
A very important area of the financial services industry is the capital markets. The capital markets are fundamental to the economy of the country. It promotes economic growth by providing corporations and governments access to capital which enables these...
by ext | Oct 4, 2016 | Blog, Industry Insights
Most people know the basic concept of how mutual funds work: a number of investors pool their money and then a portfolio manager invests these combined assets in a specific market, such as Canadian stocks, U.S. bonds, precious metals, etc. Among their many benefits,...
by ext | Sep 27, 2016 | Blog, Study Tips
There are two main approaches to investment fund construction: active and passive. Let’s look at the essential features of each. Active Active management involves researching and selecting individual securities in a fund, according to a portfolio manager’s particular...
by ext | Sep 20, 2016 | Blog, Industry Insights
Breaking down the mutual fund management expense ratio The topic of mutual fund fees has been getting a lot of attention lately. As mutual fund fees are taken from the entire pool of investor assets and shown as a percentage (instead of as a dollar figure), many...
