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ARTICLE ARCHIVE
10/21/2017 6:06:34 AM
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Opinions expressed in articles published on this site are solely those of the contributing authors and do not necessarily represent the views or opinions of The Fund Library, its staff or affiliates.

 

Financial Education
By Knowledge Bureau | Tuesday, October 17, 2017

TAX PLANNING FROM THE KNOWLEDGE BUREAU



By Evelyn Jacks

According to the Bank of Canada, the record low for the Canadian dollar against the U.S. dollar, since October 1950, was recorded on the Jan. 21, 2002 – just over 15 years ago – when the loonie was worth just 62¢. But there have been some rebounds lately; and this means for some, there may be a tax consequence.

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THE ETF INVESTOR
By Tyler Mordy | Monday, October 16, 2017


Some investors may believe that natural disasters lead to increased economic growth. In the short run, this may appear to be the case. For example, American manufacturing expanded last month at the fastest pace in 13 years, in part due to the effects of Hurricanes Harvey and Irma. But fortunately, we have the late French economist, Frédéric Bastiat, to set enquiring minds straight: Destruction does not benefit the economy.

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Fund Library News
By Fund Library News Wire | Friday, October 13, 2017

By Mike Keerma

The major U.S. stock indices again registered record high closes last week, as market sentiment fed on positive earnings reports from the financial sector, as well as a surge in consumer sentiment, an uptick in inflation readings, and a jump in September retail sales. Market momentum brushed aside any lingering concerns over natural disasters and rising geopolitical tensions, including President Trump’s refusal on Friday to certify Iran’s compliance with a 2015 nuclear agreement. The S&P 500 Composite Index edged up 0.2% on the week, for a 14% year-to-date gain, while the Nasdaq Composite Index advanced 0.2%, putting it ahead 23% year to date. Toronto’s benchmark S&P/TSX Composite Index, meanwhile, posted a 0.5% gain on the week, led by broad strength in the materials, base metals, mining, gold, and financial sectors. Gold closed Friday with a 1.2% advance on the week, while crude oil surged 4.2%.

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THE FUND INSIDE
By Olev Edur | Thursday, October 12, 2017

For those seeking access to mounting growth in the developing world, the SEI Emerging Markets Equity Fund is worth a second look. Its recent returns have outpaced the benchmark. And its 550-name portfolio certainly ensures diversification. I caught up with Sandra Ackerman-Schaufler, senior portfolio manager at SEI, to get her take on how she manages such a vast number of holdings.

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DUE DILIGENCE
By Dave Paterson | Wednesday, October 11, 2017



Despite a modest underperformance in 2016, Mawer Balanced Fund is one of the best balanced funds around. It is managed much like a fund of funds, investing in other mutual funds managed by Mawer. The asset mix is managed by Greg Peterson, and any changes to this mix are done in a very measured and gradual manner. The strategy has paid off, landing the fund the annual FundGrade A+® Award every year since 2012, and giving it a consistent monthly FundGrade™ A Grade.

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Fund Library News
By Fund Library News Wire | Friday, October 06, 2017

By Mike Keerma

* iA Clarington launches three new bond funds.
* Evolve launches auto and dividend ETFs.
* Horizons launches EAFE ETF.
* Dynamic teams with iShares on three new ETFs.
* U.S. Global Investors debuts gold-focused ETF.

* IA Clarington launches three new bond funds. iA Clarington Investments Inc. debuted three mutual funds with a roster of blue-chip managers and subadvisors, including Forstrong Global Asset Management and U.S.-based Pinebridge Investments with US$85 billion assets under management.

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Fund Library News
By Fund Library News Wire | Thursday, October 05, 2017



By Felix Narhi, CIO & Portfolio Manager, Penderfund Capital Management

“The markets are moved by animal spirits, and not by reason.” – John Maynard Keynes

The year started in the midst of one of the greatest bull markets in history. It has only strengthened in 2017. The S&P500 bull market is now the second longest (trailing only the 1990-2000 cycle during the dot-com era) and the third strongest in history.

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DUE DILIGENCE
By Dave Paterson | Wednesday, October 04, 2017



As a firm, EdgePoint keeps things simple. In addition to the multi-year FundGrade A+® Award-winning EdgePoint Global Growth & Income Portfolio, they offer four funds, and each is managed using the same disciplined, patient, and long-term approach. Regardless of the security type, the management team looks to build a concentrated portfolio of high-quality businesses they can buy at prices that are well below what they believe they are worth.

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TAX PLANNING
By Samantha Prasad | Tuesday, October 03, 2017



The Liberal government had hinted that it was looking at new legislation with respect to private companies, and this past July they came through on their promises, announcing plans for sweeping changes. Bill Morneau, the Minister of Finance, is doing a cross-country “consultation” tour, which we hear is going over like a lead balloon. Despite government protestations to the contrary, there still may be some changes to the proposals coming down the pike. In the meantime, if you have an interest in a private company, read on to see what all the fuss is about. And hold on to your hat! It’s not pretty.

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THE ETF INVESTOR
By Mark Taucar | Monday, October 02, 2017



There’s lots of “noise” in the culture today. Just check your newsfeed for your daily dose of scandal, upheaval, and crisis. It affects markets too. But in the money management business, the “noise” we refer to is the daily swings in asset prices that often come on the back of short-term data or news. That gets digested quickly, and buying and selling volume can spike in response. Sometimes this news carries value, other times it doesn’t – it’s just noise. So how do investors tune out the background static and listen to what’s really important?

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Fund Library News
By Fund Library News Wire | Friday, September 29, 2017

By Mike Keerma

Toronto’s benchmark stock index, the S&P/TSX Composite Index closed the month at its highest point in four months, logging a 1.2% gain on the week, 2.8% on the month, and 3% for the quarter. Despite a flat Canadian GDP report for July, the index was buoyed by strength in the financial sector and is now ahead 2.3% year to date. Reacting to more hawkish comments from Federal Reserve Chairwoman Janet Yellen and a tax-reform announcement from President Donald Trump, the big U.S. stock gauges also registered gains. Both the S&P 500 Composite Index and the Nasdaq Composite Index wrapped up the week, month, and quarter on a high note, closing at record highs on Friday. The S&P 500 closed up 0.7% on the week, while the Nasdaq Composite advanced 1.1%. Crude oil rose 1.8% on the week, remaining above US$50/barrel, while gold flagged, losing 1.4% on the week, for a 3.1% loss overall in September.

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Fund Library News
By Fund Library News Wire | Thursday, September 28, 2017



By Bill McNabb, Chairman and CEO, Vanguard Group, Inc.

More than a decade ago, a well-known American investor and commentator published a memo to his clients titled simply “Risk.” In it, he distilled the relationship between investors and risk. “When you boil it all down, it’s the investor’s job to intelligently bear risk for profit,” he wrote. It’s not surprising, then, that everyone from portfolio managers to behavioural economists avidly studies how investors’ reactions to risk influence not only their individual investment decisions but also the broader financial markets.

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DUE DILIGENCE
By Dave Paterson | Wednesday, September 27, 2017



Most Canadian-focused dividend funds look for Canadian companies that have the ability to pay, sustain, and grow their dividends. And most do a reasonable job to meet their targets. Some managers, however, take the next step, looking for an extra boost by supporting an active investing mandate with a rigorous fundamental investment approach in the hope of delivering at least index-matching longer-term returns or better. One such fund is the Horizons Active Canadian Dividend ETF (TSX: HAL).

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Financial Education
By Knowledge Bureau | Tuesday, September 26, 2017

TAX PLANNING FROM THE KNOWLEDGE BUREAU



By Evelyn Jacks

Did you know that the CRA’s Voluntary Disclosures Program (VDP) is proposed to change soon, restricting the ability to correct errors and omissions within a 10-year period? What can be done now to avoid the serious cost implications for taxpayers who have made errors or omissions on previous tax returns?

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Fund Library News
By Fund Library News Wire | Friday, September 22, 2017

By Mike Keerma

* U.S. indices flat on the week, TSX rallies.
* Mackenzie to merge funds.
* Educators changes fund name.
* WisdomTree introduces three dividend ETFs.
* Evolve launches gender diversity and cyber ETFs.
* First Asset debuts global dividend ETF.

* U.S. indices flat on the week, TSX rallies.
Toronto’s broad benchmark stock gauge, the S&P/TSX Composite Index, advanced 1.9% on the week, buoyed by the financial sector and a 1.7% rise in the price of crude oil. The big U.S. indices closed Friday flat on the week, following five days of choppy, directionless trading as investors digested the Federal Reserve Board’s decision to leave interest rates unchanged, while modestly reducing its US$4.5 trillion balance sheet. Investors shrugged off concerns over North Korean threats to test another nuclear bomb. The S&P 500 Composite Index edged up a scant 0.1% on the week, while the Nasdaq Composite Index ticked down 0.3%. Shares of Apple Inc. (NASDAQ: AAPL) contributed to the indices’ sluggish performance on the week as the price fell following the launch of its iPhone 8, with its iPhone X slated to launch Nov. 3. Apple is now down 7.4% since the end of August.

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Estate Planning
By Margaret O'Sullivan | Thursday, September 21, 2017



As we reflect on the summer that never quite was, a major issue that will grab attention over the next weeks, now that it’s business as usual again, is the government’s recent tax proposals.

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Fund Library News
By Fund Library News Wire | Thursday, September 21, 2017

A SPECIAL ANNOUNCEMENT FROM



Fund-level exposure to overall ESG Quality Score, Sustainable Impact, ESG Leaders and Laggards, and SRI Screening Criteria Exposure

TORONTO, ON [9/21/2017] – Fundata today announced that MSCI ESG Fund Metrics will be available on its platform, initially via fund snapshots and later incorporated in data feeds. The metrics offer users transparency on the environmental, social, and governance (ESG) quality and characteristics of Canadian-domiciled mutual funds and ETFs.

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DUE DILIGENCE
By Dave Paterson | Wednesday, September 20, 2017



The Vanguard Aggregate Bond Index ETF (TSX: VAB) provides broad exposure to the Canadian bond market. It is designed to track the Bloomberg Barclays Global Aggregate Canadian Float Adjusted Bond Index, net of fees. The index is cap weighted and holds a mix of government and investment-grade corporate bonds of Canadian issuers. The ETF received a FundGrade A+® Award for excellence in 2016.

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Fund Library News
By Fund Library News Wire | Tuesday, September 19, 2017

  

By Mark Brisley, Managing Director and Head of Dynamic Funds

One of the fastest-growing segments in the investment universe is active exchange traded funds (ETFs). In Canada, the number of active ETFs has grown from 82 in December 2014 to over 143 at the end of last year1. Over the same two-year time frame, assets have more than doubled, reaching a record $17 billion in 2016. Although that’s just a sliver of the overall $1.3-trillion Canadians have invested in mutual funds, it’s big enough to start turning heads.

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The Analyst’s Desk
By Brian Bridger | Monday, September 18, 2017

A SPECIAL REPORT FROM



Rising geopolitical risk continues to rattle markets despite a recent period of remarkably low stock market volatility. At the same time, interest rates are trending up, and the fall season tends to be one of the worst for equities. So it is understandable that some investors might be looking for low-risk alternatives for their equity and fixed-income investments. Let’s take a look at some possibilities among Canadian-focused ETFs that will be in the running for Fundata FundGrade A+ Awards for 2017.

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