|
||||
|
By Dan Hallett, CFA, CFP I was quoted in today’s National Post regarding the launch of the Horizons AlphaPro Balanced ETF (HAA/TSX). As is common practice in the ETF world, the firm only quotes the management fee on its website. This fund, like most other AlphaPro offerings, charges a base management fee of 0.70% … By Dan Hallett, CFA, CFP The list of today’s economic worries seems as long as it’s ever been. Bearish strategists underline negative economic statistics with 2009′s brisk recovery in stock prices. But the mathematics of loss/recovery – and more specifically where various asset classes sit today – might be surprising. So I took a selected list of asset … By Dan Hallett, CFA, CFP Sponsors of exchange-traded funds, or ETFs, generally have websites loaded with great information. I visit the iShares website regularly. One of my favourite tools is iShares’ Tracking Error Chart. For any iShares fund, it shows you how well each fund has tracked its respective index over various time periods. I … By Mark Barnicutt, MBA, CFA I just finished reading The Great Reflation by Tony Boeckh. Tony is the former long time Editor and Publisher of The Bank Credit Analyst and current author, along with Robert Boeckh, of The Boeckh Investment Letter. I highly recommend this book for anyone interested in reading a common sense … By Dan Hallett, CFA, CFP Morningstar Canada recently introduced its Stewardship Grades for 27 Canadian fund companies. Media coverage began slowly but picked up momentum. The Toronto Star’s Jim Daw had some valid critique of the scoring scale. Then, Tom Bradley devoted his Globe and Mail column to the topic. (Note: Bradley’s Steadyhand … By Mark Barnicutt, MBA, CFA In a recent article, Degrees of Longitude by Rhea Wessel, in the CFA Institute Magazine (March/April 2010), the issue of longevity risk — ie: life expectancies increasing beyond original forecasts — was reviewed as well as some of the risk management solutions currently being developed for use primarily …   ----------------------- |
 |
|||
|
|
||||
