Education    

Alternatives can add value to a portfolio, with performance driven by different factors than traditional stocks and bonds

Find out how liquid alternative strategies are implemented within a mutual fund structure, without restricting access to capital.

Private markets are a group of diverse assets that can strengthen a traditional portfolio of stocks and bonds.

To help begin conversations with your clients about sustainable investing, here’s a short set of questions that you can ask to gauge their interest.

In this article, we explore the questions that clients are likely to ask advisors about sustainable investing.

Near the end of every year, it can be a good idea to examine your portfolio and see what has worked and what hasn’t. If one of the ETFs in your taxable account has experienced a decline, you might want to consider a tax-loss harvesting strategy.

How Canadian-listed ETFs can benefit Canadian investors by reducing withholding taxes, accidental overweighting and currency fluctuations.

How to combine active and passive exchange-traded funds (ETFs) in your portfolio to provide low-cost potential for market outperformance.