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Eight Common Investment Pitfalls
In our quest for a prosperous and financially secure future, we must first review the potential roadblocks that could prevent us from succeeding. These common pitfalls trap both beginners and experts alike. As we will see, many of these errors or slip-ups are caused by our emotional ties to money.
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The Seven Sins of Fund Management: A Behavioural Critique
This report highlights the 7 keys investment mistakes made by investors and professional investment managers alike. They include: the folly of forecasting, the illusion of knowledge, listening to company management, thinking you can out-smart everyone else, short time horizons and overtrading, believing everything you read; and group decisions.
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Winning Investment Strategies: Three Key Investment Principles
Investment Principle 1: Invest in Asset Classes
Investment Principle 2: Diversify
Investment Principle 3: Realize that Risk and Return are Related
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Standard & Poor's Indices Versus Active Funds
Scorecard for Q1 2008
Report #1 shows that only 4.1%, 10.3%, 13.1% and 11.9% of actively managed funds in Canadian, U.S., International and global equity funds outperformed their respective benchmarks in the past five years. Report #2 shows that five-year survivorship levels are 38.8%, 44%, 60.7% and 42.2% for the Canadian, U.S., International and Global equity fund categories respectively.
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Redefining Investment Execution
The saying “the devil is in the details” is very much the case in investment management. The methods we use to execute and implement our portfolios are key elements in ensuring success. So much so that we will dedicate this whitepaper to discussing portfolio management execution issues.
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Making the Winning Strategies Work
Advisory firms that use Investment Policy Statements and a Financial Plans with clients increase the odds that their clients’ financial affaires will be more organized and structured. The main benefits to investors are better knowledge and control over their affaires, less surprises and more peace of mind. These planning concepts are key components to a framework that enhance the chances of creating a successful investment experience
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International Investing: Five Good Reasons to Spread Your Wealth
How times have changed: the Canadian dollar has been booming over the past few years. By all means, invest in Canada. However, if the past thirty or forty years of varying market cycles, geopolitical trends, and industry changes are any indication, there is ample evidence to prove that diversifying into foreign asset classes alongside our domestic investments is—quite simply—smart investing.
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Alternative Investments: Risky Business
Hedge funds and other forms of alternative investments have been around for decades. They were traditionally marketed to the super-rich and often have glamorous reputations. Pitched as a way for wealthy private investors to ride the performance wave of the best active money managers, hedge funds and other alternative investments have increasingly made their way into the mainstream with—as we will see—varying results. |
