by ext | Sep 27, 2016 | Blog, Study Tips
There are two main approaches to investment fund construction: active and passive. Let’s look at the essential features of each. Active Active management involves researching and selecting individual securities in a fund, according to a portfolio manager’s particular...
by ext | Sep 20, 2016 | Blog, Industry Insights
Breaking down the mutual fund management expense ratio The topic of mutual fund fees has been getting a lot of attention lately. As mutual fund fees are taken from the entire pool of investor assets and shown as a percentage (instead of as a dollar figure), many...
by ext | Sep 13, 2016 | Blog, Careers
Featured students: David Berliner and Raphael Bouskila IFSE course: Exempt Market Proficiency Course (EMP) As financial markets become more complex, investors are seeking alternative strategies and new ways to generate portfolio returns. The exempt market has grown in...
by ext | Sep 6, 2016 | Blog, Study Tips
5 tips for finding the time to study Taking courses to improve your knowledge and skills is a worthy pursuit. One of the big challenges is trying to find time to study when your days (and nights) are already filled with work, family obligations and more. It’s...
by ext | Aug 30, 2016 | Blog, Industry Insights
Four reasons investors choose exchange-traded funds An exchange-traded fund (ETF) is, as its name suggests, a fund that’s traded on a stock exchange. ETFs are generally designed to track a particular index or combination of indices. For example, a Canadian equity ETF...
by ext | Aug 23, 2016 | Blog, Industry Insights
We’re living and working in an era of regulatory change in the global investment industry. When looking at the big picture, it’s important to note that Canada’s regulatory environment has some unique features. The Investment Funds Institute of Canada (IFIC) recently...