Press
November 14, 2024
Articles
& Insights
We actively engage in research and analysis to ensure our clients reap the benefit of the latest advances. Our articles have been widely read by investors and advisors both in Canada and in the U.S., and frequently republished in industry publications.
Press
September 23, 2024
Enhancing portfolio construction with factor investing | Investment Executive
Commentary
September 17, 2024
Common Shortfalls in Lawyers’ Investment Portfolios
Press
May 13, 2024
What’s best in giving back – a foundation, DAF or endowment? | Canadian Family Offices
Press
May 8, 2024
Proposed increase to capital gains tax requires action | Investment Executive
Commentary
February 22, 2024
2023 Global Factor Round Up
Press
February 2, 2024
Building a better Canadian equities portfolio | Investment Executive
Press
November 2, 2023
Elevated inflation risk requires portfolio modifications | Investment Executive
Press
August 30, 2023
5 guidelines for investing in private credit | Investment Executive
Press
July 14, 2023
Alternative investments are rewriting the rules of risk management | Investment Executive
Press
June 9, 2023
Shift your paradigm to after-tax portfolio management | Investment Executive
Commentary
May 31, 2023
5 Benefits of Open Architecture Investing
Commentary
March 9, 2023
The 5 Biggest Financial Pitfalls for Wealthy Families
Commentary
February 21, 2023
2022 Global Factor Round Up
Press
January 13, 2023
Why these Lipper Award-winning fund managers think you need more real estate in your portfolio
Commentary
March 29, 2022