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
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