by admin | Aug 24, 2018 | Blog, Regulatory
Beginning December 10, 2018, investors purchasing exchange-traded funds (ETF) will receive a user-friendly document that provides a snapshot of important information about their investment. They are entitled to receive a copy of these summaries within two days of...
by admin | Jul 11, 2017 | Blog, Industry Insights
ETFs are quickly evolving into more than pure index replicators As exchange-traded funds (ETFs) continue to garner attention, the investment strategies available are also growing in numbers and variety. What are they? An ETF is an investment fund that trades on a...
by admin | Jun 16, 2017 | Blog, Industry Insights
Continuing from a previous posting, let’s examine more commonly used acronyms in the investment industry. ACB – The adjusted cost base (ACB) is needed for tax purposes to calculate the capital gain or loss of an investment. An investment’s ACB includes the purchase...
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 | Aug 30, 2016 | Blog, Industry Insights
Four reasons investors choose exchange-traded funds An exchange-traded fund (ETF) is, as its name suggests, a fund that’s traded on a stock exchange. ETFs are generally designed to track a particular index or combination of indices. For example, a Canadian equity ETF...
