   |
   |
       |
  Tulett, Matthews & Associates provides independent investment counsel and as such is free to implement and use any and all research available in the marketplace. Two key providers of research and sub-advisory support are Barclays Global Investors and Dimensional Fund Advisors. Tulett Matthews & Associates is also part of an informal "best practices" study group made up of portfolio managers and financial advisors from different firms across Canada.   Working with Dimensional Fund Advisors Tulett Matthews & Associates works closely with Dimensional Fund Advisors. Dimensional is an investment management firm based in Santa Monica, California who work directly with institutional investors, investment counselors and investment advisors in the U.S. Australia, the U.K and Canada. Their institutional asset class investment strategy has been in use since 1981 and they currently manage $120 CDN Billion. Their investment researchers are well known in the global investment industry for their pioneering work in portfolio construction concepts and capital market research. Exclusivity Their investment portfolios (or asset class investments) are not available to the public and only authorized investment counselors or financial advisors are granted access to their strategies. Advisory firms that have access to Dimensional all share a common belief in a set of values that drives their investment philosophy, their investing process and their commitment to excellence in client service. We have had a working relationship with Dimensional since 1999 and have invested in DFA strategies on behalf of our clients since their recent launch into Canada in October 2003. Knowledge sharing Capital market researchers at Dimensional meet on a regular basis with authorized investment firms to share, discuss and review their ongoing research and analysis in capital market risk and return relationships, asset class research, tax-related investing, and portfolio construction concepts. Commitment to using the best Tulett Matthews & Associates relies heavily on DFA asset class strategies for our clients’ portfolios because they provide access to what we believe are the best asset class investment strategies available in the Canadian marketplace. That being said, we are not obliged to use their strategies nor are we compensated by them in any way. For more information on Dimensional visit www.dfacanada.com Working with Barclays Global Investors Barclays Global Investors is the company responsible for creating and managing a series of exchange traded funds called iShares. BGI created the world's very first index strategy more than 30 years ago and are currently one of the world's largest asset managers, trusted by thousands of institutional investors with the retirement savings of millions of people (assets under administration of CAN$1.8 trillion as of June 2006). Exchange traded funds (ETFs) are flexible asset class investment tools that empower institutional and private investors as well as investment counselors and financial advisors to gain asset class exposure in a low-cost, transparent and tax efficient manner. Whether they assist portfolio managers in building better portfolios, diversifying portfolios, or managing risk in a client portfolio strategy, ETFs are a unique and innovative investment solution that allows for the efficient execution of time-tested portfolio management strategies. Tulett Matthews & Associates have been working with ETFs since 1996. And as early adopters, we have always had a close working relationship with the professionals at Barclays Global Investors Canada Limited. Although not an exclusive relationship, we very much value their contribution to the financial advisory community in Canada. For more information on Barclays Global Investors Canada Limited and iShares visit www.ishares.ca Working with our "Advisory Study Group" Tulett Matthews & Associates is part of an informal "best practices" study group made up of portfolio managers and financial advisors from different firms across Canada. These investment professionals have common beliefs in the areas of investment philosophies, portfolio management applications and client servicing initiatives. Our group meets in person twice a year to discuss and share best practices portfolio management and wealth management concepts. The group is currently made up of 8 private client investment counselors and/or financial advisors overseeing approximately $900 million of private client assets. We very much value and appreciate the spirit of sharing and innovation that comes from working with such a talented group of successful investment professionals. We believe that the clients of our firm benefit in many ways from our involvement with this close knit professional network. |
|
