WRAP Funds Report – January 2019
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 MoreSocially Responsible Investing Report – January 2019
With environmental, sustainability, and governance factors 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...
Read MoreInvestment Fund Ranking Report – January 2019
Each month, we analyze nearly 2500 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 based on a number of key risk / reward metrics. You can download our January 2019 Investment Fund Ranking Report here.
Read MoreDecember 2018 Model Portfolio Review
December was a volatile month for investors, which given the way the year played out was a very appropriate ending. 2018 was the year that market volatility returned with a vengeance, taking investors on a roller coaster ride that hasn’t been seen in a few years. In December, the S&P 500 fell by more than 9% in U.S. dollar terms, while the S&P/TSX Composite was down by 5.4%. In the U.S. Large caps outperformed the small and mid-cap stocks as the Russell 2000 fell by nearly 12%. European and Asian markets outperformed the U.S., falling by 4.6% and 4.7% respectively.
Read MoreWRAP Funds Report – December 2018
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 MoreSocially Responsible Investing Report – December 2018
With environmental, sustainability, and governance factors 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...
Read More