March 2016 Portfolio Review
Despite a rocky couple of months to the year, equity markets had a solid March to close out the first quarter. With some stability returning to the energy markets, the S&P/TSX Composite gained 5.3% in March, ending the quarter 4.5% higher. Global markets, despite a positive month weren’t able to climb out of the holes dug in January and February. The S&P 500 ended the quarter 4.9% lower,...
Read MoreSocially Responsible Investing Report – March 2016
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 2016...
Read MoreWRAP Funds Report – March 2016
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 – March 2016
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 based on a number of key risk / reward metrics. You can download our March 2016 Investment Fund Ranking Report here.
Read MoreFebruary 2016 Portfolio Review
February was another tough month for investors, with most global equity indices finishing in negative territory. The S&P 500 was down 0.13% in U.S. dollar terms, while the MSCI EAFE Index was lower by nearly 2%. With both gold and oil showing some strength, the S&P/TSX Composite managed to eke out a modest 0.5% rise. Another benefactor to this strength was the Canadian dollar, which...
Read MoreSocially Responsible Investing Report – February 2016
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 February 2016...
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