September 2013 Market Recap
Lack of taper announcement pushes markets higher As we entered September, investors were focused on the September meeting of the U.S. Federal Reserve’s Open Market Committee. The consensus was that this meeting would be when the Fed chair Ben Bernanke finally announced that they would begin to slow the pace of their massive bond buying program, signaling the beginning of the end for low interest...
Read MoreSocially Responsible Investing Report – September 2013
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 September 2013...
Read MoreWRAP Funds Report – September 2013
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 MoreInvestment Fund Ranking Report – September 2013
Each month, we analyze nearly 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 September 2013 Investment Fund Ranking Report here.
Read MoreMutual Funds/ETFs Update – October 2013
Volume 19, Number 10 October, 2013 Single Issue $15.00 PDF Version of this issue WHAT’S NEW Trouble in LSIF land – Last month, GrowthWorks Canadian Fund Ltd. announced it was filing for bankruptcy protection. The struggling labour sponsored investment fund (LSIF) claims it does not have enough cash on hand to satisfy its outstanding obligations. This is the latest in a long line of LSIF’s to run...
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