Dave

Socially Responsible Investing Report – November 2014

With environmental and human rights concerns becoming more important to people, interest in the Socially Responsible Investing segment has never been stronger. In an effort to help keep investors and advisors informed on the SRI funds available, we have created our monthly Socially Responsible Investing Fund Report, which will be published on a monthly basis. You can download the November 2014...

Read More

WRAP Funds Report – November 2014

Fund of Fund or WRAP funds have consistently led the mutual funds sales stats in the past few years. Investor and advisor interest in the products are at an all time high, given the unprecedented levels of market volatility and uncertainty that is prevalent in the markets today. To help you zero in on the best WRAP funds available, we have created our new Monthly WRAP Funds Report that will be...

Read More

Investment Fund Ranking Report – November 2014

Each month, we analyze more than 1500 mutual funds, pooled funds, and hedge funds putting them through our proprietary quantitative valuation model. We then prepare our Monthly Fund Ranking Report which rates and ranks each of the funds in our universe. You can download our November 2014 Investment Fund Ranking Report here.

Read More

ETF Focus List – December 2014

Download the full report here   Despite volatility returning to the equity markets with a vengeance, most held up relatively well in September and October. A notable exception was the Canadian equity markets, which saw the iShares S&P/TSX Capped Composite Index (TSX: XIC) fall by 4% for the three months ending October 31. The main reason for the drop was the big selloff in the energy...

Read More

Top Funds Report – November 2014

– Download the PDF Version of this report Markets Bumpy Ride Continues in October Despite volatility sanity returns in second half of the month. In September, the long awaited market correction began, continuing well into the first half of October. Between September 1 and October 15, the S&P/TSX Composite dropped by 12%, the MSCI EAFE plunged by nearly 15%, and the S&P 500 was off...

Read More