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, portfolio managers 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 $205 CDN Billion (as at Dec. 2010). Their investment researchers are well known in the global investment industry for their pioneering work in portfolio construction concepts and capital market research. They are global leaders in managing a variety of asset classes (including value companies and small companies) on a passive basis.
For more information on Dimensional visit www.dfacanada.com
The Vanguard Group, Blackrock Inc., Claymore Investments Inc.
Vanguard, Blackrock and Claymore each manage a series of exchange traded funds. Exchange traded funds (ETFs) are flexible asset class investment tools that empower portfolio managers and financial advisors to gain asset class exposure in a low-cost, transparent and tax efficient manner. ETFs are a unique and innovative investment solution that allows for the efficient execution of time-tested portfolio management strategies. Vanguard and Blackrock currently manage and oversee $1.5 and $3.15 trillion as of June 2010.
FFG Advisory Study Group Founded in 2006, the Final Frontier Group (FFG) is an independent group of seven successful portfolio managers and advisor groups across Canada who meet on a regular basis to share "best practice" ideas. The thread uniting members of the group is a common belief in investment philosophy, portfolio management strategies, and client servicing initiatives. The advisors and advisory firms in the FFG oversee more than $1 billion worth of private client assets.
