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

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

2021-12-17T20:31:14+00:00Categories: Investment|Tags: , , |

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

What are the Current Trends of Impact Investing?

Now, more than ever, people are being socially conscious about where their investment money goes. Social consciousness is at an all-time high, and many people are as concerned about their ability to drive social change as they are about their ability to amass wealth. A lot of people these days see wealth as a means for positive social change, more than anything else. Of course, this means it’s ... Read more

Investing as we Reopen Post-COVID-19

COVID-19 was a tough time for all of us, in an array of ways. The financial burden was one of the biggest concerns for many people. Now that vaccination numbers are rising, people are looking towards the future, in a way they have not been able to since Ontario lockdowns began. If you are one of those people, this investment information will be very helpful for you in ... Read more

Huge Opportunities in Tiny Cells: Investing in Precision Medicine, Precision Oncology and PRRT

As our average age grows, and as the life expectancy of baby boomers rises, we increase our likelihood of contracting illnesses including cancer. Traditional cancer-treatment therapies such as chemotherapy and radiation are deadly, causing poisoning and burning. There is a wave, however, of a number of therapies that are disruptive to chemotherapy and radiation and that aim to be much kinder to the healthy parts of our bodies. ... Read more

Institutional Investors and the Real Estate Market in 2021

The Canadian housing market is showing signs of a rebound. Despite the pandemic, Canada’s housing market is booming as more people are becoming homeowners. After a slight standstill over the past two years, the market has fully recovered. Many institutional investment management services including investment management firms in Toronto will encourage clients to consider entering the residential real estate market to diversify their investment portfolios, since the residential ... Read more

What is the Core of Investment Customization?

When looking to get the best returns, the answer could lie in customized investment solutions. Unlike packaged investment products, this option allows you to tailor a strategy to meet your specific needs. Some of the advantages of custom portfolio management include the ability to align investments with specific rules or tax requirements while also offering flexibility to adjust to an investor’s changing needs. Custom portfolio management allows investors ... Read more

2021-05-25T14:05:59+00:00Categories: Investment|Tags: |
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