Socially Responsible Investing Report – August 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 August 2014...
Read MoreInvestment Fund Ranking Report – August 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 August 2014 Investment Fund Ranking Report here.
Read MoreETF Focus List – September 2014
Welcome to our inaugural edition of our ETF Focus List. The goal of this list, like our Recommended List of Funds, is to help you narrow your focus on what we believe to be the best ETFs available in a wide range of asset classes. You can download a PDF copy of this report here. List Changes Additions PowerShares Tactical Bond ETF (TSX: PTB) – With yields likely to start moving...
Read MoreModel Portfolio Review – July 2014
Despite each of the portfolios ending the month in positive territory, each lagged their respective benchmark. You can download the Monthly Portfolio Report here. Within fixed income, the Dynamic Advantage Bond Fund was the biggest detractor from performance. It gained a modest 0.14% in July, which lagged the 0.63% rise in the DEX Universe Bond Index. Given the fund’s positioning, with a much...
Read MoreSocially Responsible Investing Report – July 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 July 2014...
Read MoreWRAP Funds Report – July 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...
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