Submission to Securities Commissions | CSA Mutual Fund Risk Classification Methodology

By admin on March 10th, 2016

The CSA’s proposal for standardized risk measurement and illustration is a significant improvement over the status quo.  But we stand by our view in urging the CSA to discard opaque and academic risk measures; and embrace more intuitive risk...

Submission to Mutual Fund Dealers Association of Canada | Measurement and Disclosure of Total Investor Costs

By admin on March 8th, 2016

True and full cost disclosure is at the heart of putting clients’ interests first; and key to a transparent reporting...

The Piggy Bank vs The Pay Cheque

By admin on October 5th, 2013

One-Trick Product Ponies

By admin on April 2nd, 2012
See Beyond

Receive Market Commentary + Stewardship Insights.