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IFSE_Blog_UP-DOWN-V1

Mutual fund managers typically use one of two investment strategies: top-down or bottom-up. The top-down approach begins by looking at macroeconomic data and trends (e.g., inflation, interest rates and economic growth) to determine the regions, as well as the sectors within regions, that are most likely to perform the best over a specific time period.


IFSE_Blog_Seg-funds

Most people know the basic concept of how mutual funds work. Fewer people have heard about segregated funds, although that wasn’t always the case. Segregated funds are similar to mutual funds, only they provide additional insurance features. In the past, segregated fund contracts were popular because…


IFSE_Blog_ETF

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, …