Investors hear a lot about exchange traded funds (ETFs) and why they are the next big investment solution, but in my experience, they don’t fully understand why this is. The first thing that needs to be understood is that an ETF is just a different delivery mechanism. As with a mutual fund, it’s an open-ended […]
Is the equity risk premium dead? Not according to Chris Guthrie, president of Hillsdale Investment Management who says stock market volatility can be tamed through equity minimum risk strategies. According to him, one Quebec-based pension fund is already using them -- and equity minimum risk strategies are also being used in the ETF space. What are they? And how how do they work with ETFs? Guthrie answers my questions below.
Plan sponsors should prepare for Japanese scenario.
Putting a decade of losses into perspective.
Risk management in tough times.
Watch this video The global investment landscape has shifted over the past 10 years in four key ways, says Sebastien Page, executive vice-president and head of the client analytics group for Pimco. The four drivers he lists are: A shift from focusing on data and models to macroeconomic forecasting. A switch from diversifying across asset […]
The 2008 financial crisis jeopardized the funding ratio (i.e., the ratio of assets to liabilities) of most DB pension plans, forcing plan sponsors to inject money or cut benefit provisions—or both. Plan sponsors now want greater certainty about their funded status. That’s where liability driven investing (LDI) makes sense and why it will become a […]
Jovian Capital Corporation has entered into a definitive agreement to sell its exchange traded fund (ETF) business to South Korea’s Mirae Asset Global Investments Co., Ltd. “We are pleased to have reached an agreement with Mirae,” said Philip Armstrong, CEO of Jovian. “Since our initial investment in this start-up company in 2006, the ETF business […]
It is often said that people are an organization’s most important asset or that the workforce is the engine that drives corporate success. In that sense, human capital is a vital strategic resource—a resource that increases in value as the health and productivity of the workforce increases. It follows that optimizing health and productivity should […]
Currency instruments and terms explained.