High Net Worth Investors: An Overview
If you are a high-net-worth individual (HNWI), it’s important to work with financial experts with deep training and experience in portfolio management. ... Read more
Blogs
Increased Disclosure and Portfolio Management Transparency
Given that increased disclosure does not reduce the fund’s performance, a portfolio manager should prefer, for the sake of transparency, to invest client assets in funds with increased disclosure. Investment portfolio management companies can help clients build specific portfolios that target their goals. They also manage the portfolios on behalf of the clients to ensure clients’ investments perform as expected and with risk that is appropriate for the ... Read more
Why a Customized Separate Portfolio Can be Better Than a Mutual Fund
Financial Advisors in Ontario can recommend that clients trust a Portfolio Manager to manage their account. Portfolio Managers have professional knowledge in investment and trading. They can manage an investor’s money by creating a customized portfolio. A private investment company can also manage a mutual fund. Institutional or private investors can retain investment counsel firms in Ontario to manage their accounts and handle potential risks. Making a return ... Read more
Defining High Net Worth Investors
If you are a high-net-worth individual (HNWI), it’s important to work with financial experts with deep training and experience in portfolio management. You may have heard the term HNWI in passing but aren’t sure what it means. Is this a label given by the government? Is there an exact dollar amount you need to meet to qualify as an HNWI? This article will define high-net-worth investors and provide ... Read more
What are the Activities Involved in Portfolio Management?
You’ve spent a lot of time and effort building up your portfolio. Now is the time to work with a professional discretionary portfolio management team. You don’t only want to protect your investment; you want it to meet your long-term financial objectives. But what does that mean to work with discretionary portfolio management services, and what’s involved in custom portfolio management? Here’s an answer for you. There are ... Read more
Tips for Investing in Dividends Successfully
Investing in dividends can be a great way to grow your portfolio, but it comes with its own set of challenges. Dividends are the distribution of a company’s profits or other cashflow to its shareholders and are usually declared as cash per share. This is appropriate for investors who need income and would like more growth opportunities than they would have with bonds. That said, because dividend payment ... Read more
What Makes Institutional Investors Unique?
Institutional investing is defined as investment by large organizations, such as corporations and governmental agencies. This type of investor typically retains institutional investment management companies and often chooses to purchase stocks and bonds. Institutional investors include pension funds, mutual funds, endowments, insurance companies, and charitable foundations. These institutions don’t have a deadline for when they have to cash in their investments – unlike some other investors who might ... Read more
The Benefits of Low-Volatility Equities in Diversified Portfolios
Volatility in the stock market is totally unavoidable, and this fact puts many people off of investing at all. Luckily, there are low volatility equities, and your portfolio should include some of them. Depending on your temperament, you may be ok with more volatility than someone else may be. It’s a risk vs. reward kind of thing, and only you can decide what’s right for you. If you’re ... Read more
An Overview of Quantitative Investing
If you’re looking for an investment counsel firm in Ontario, you need to know quantitative investing. Quantitative investing involves quantification of a number of variables and issues including qualitative criteria that take a holistic approach involving interviews and getting to know the human element of the picture. Quantitative investing allows analysts to present many kinds of data in a quantitative format that can be analyzed in a numerical ... Read more