Posts Tagged ‘fees’

The California Public Employees’ Retirement System – aka CalPERS – announced plans to liquidate its $4 billion hedge fund portfolio.  It’s big news because CalPERS is considered a well-run pension plan.  It’s huge...

Securities regulators have a lot on the go.  Among the many proposed regulations is the requirement for financial advisors to show clients how much they pay in fees and the amount of commissions they collect from the client’s investments.  I...

Whenever the notion of a volatile sideways market bubbles up among portfolio managers, they claim indexing will fail in comparison to active stock selection.  In other words, portfolio managers argue that trendless volatility is ripe for active...

Every time markets bleed red, mutual fund investors and the media become much more price-sensitive. So it’s no surprise that print media have featured a barrage of anti-fee articles.  (See the National Post on December 6 and the Globe &...

The mutual fund industry seems to be under the microscope on a regular basis.  That’s partly a function of its size.  But, to be fair, it’s also because the industry has earned criticism for its commission structures, high fees and...

Many financial advisors say that I harp too much on fees.  Many investors (and investor advocates) say that I’m not tough enough on fund fees.  Sometimes, I just can’t win.  But nowhere are fees more important than in the selection...

I was quoted in today’s National Post regarding the launch of the Horizons AlphaPro Balanced ETF (HAA/TSX).  As is common practice in the ETF world, the firm only quotes the management fee on its website.  This fund, like most other AlphaPro...

There may be a trend afoot in the industry whereby mutual fund companies launch funds housing exchange-traded funds (ETFs).  The first I can recall is the now-defunct Spectrum Tactonics fund (which used technical analysis to trade ETFs) launched...