Socially Responsible Investing Report – April 2017
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 April 2017...
Read MoreWRAP Funds Report – April 2017
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 – April 2017
Each month, we analyze nearly 2000 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 April 2017 Investment Fund Ranking Report here.
Read MoreRecommended List of Mutual Funds – April 2017
It was a decent quarter for our Recommended List of Funds, with only two of the 47 funds on our list finishing in negative territory. The best performers were international equity funds, and those with significant allocations to the technology sector. The laggards were both Canadian small and mid cap equity funds. Despite the market continuing to reward many higher beta names, we continue to emphasize quality and discipline with our Fund picks.
Read MoreMarch 2017 Portfolio Review
It was another month where each of the portfolios posted positive returns, but lagged their respective benchmarks. The current market environment continues to reward more richly valued, expensive, higher beta names at the expense of more fairly valued, quality securities, which continues to create a headwind for the portfolios.
Read MoreSocially Responsible Investing Report – March 2017
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 March 2017...
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