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Risk Adjusted Returns
hand holding tree growing out of money signifying financial growth

Why We Diversify Internationally!

Our “pension-style” portfolios provide opportunity as well as safety for Canadian investors.  Here are two reasons we diversify your funds outside of Canada: Canada represents only 3% of the world’s market capitalization. Investing internationally diversifies risk.   While our fund managers do invest inside Canada, even our “Canadian” funds have invested the maximum (up to 50%)...
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hand holding tree growing out of money signifying financial growth

Why Risk-Adjusted Returns are Important

The most important part of an investment return is the amount of risk taken to achieve it. Investors should always be in control of their level of risk. Even if two portfolios achieve the same return, the one that takes less risk to do so is the better option. Improving risk-adjusted returns is a critical...
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