Posts Tagged ‘indexing’

Focus on meeting your goals not on investment debates

By Dan Hallett on May 4th, 2015

ETFs vs. mutual funds.  Indexing vs. active management.  Industry professionals and investors alike have staked their respective turfs on each of these issues with a level of passion usually reserved for religious or political debates.  Yet...

Smart Beta needs to come out of the closet

By Dan Hallett on February 9th, 2014

With the 2000s’ ballooning list of indexing products I was compelled to give indexing hopefuls a dose of straight talk nearly five years ago.  My message then:  To fully capture indexing’s long-term benefits investors should simply focus on...

The active passive investor

By Dan Hallett on May 9th, 2013

Many years ago an investor’s default investment strategy – in the absence of an advisor’s involvement – was to invest in GICs or Canada Savings Bonds.  Today, the more affluent investor’s default strategy is –...

A simple but successful actively managed portfolio

By Dan Hallett on September 17th, 2012

Fifteen years ago, writer and broadcaster Alison Griffiths asked University of Toronto professor Eric Kirzner to create what was named the ‘Easy Chair Portfolio’.  The goal was to create a simple portfolio structure that provided...

Active or passive? Process, not politics, should drive choice of strategy

By Dan Hallett on January 24th, 2012

The National Post’s Jonathan Chevreau recently asked me and a few other financial professionals how we plan to invest this year’s tax-free savings account contribution.  The way my reply was framed may have given a somewhat different...

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