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ADVISOR FOCUS - a newsletter from
11 March 2004

Current Issue | Subscribe to Advisor Focus | Back Issues

SPOTLIGHT: Innovations and Alternate Investments

It's a Wrap: Serving Your Clients with Managed Accounts

With a wrap, or managed account, you and your client work together to create a portfolio of funds that are often available only to big institutions and the super rich. These funds are rolled into a single package designed to produce steady performance in all kinds of market conditions. Read more from Rob Carrick

  • New How-to Guide Strives For Nicely Manicured Hedge Funds
    No one can stop a hedge fund from losing money on a bad investment. But a sector that bears the scars of preventable blowups, lousy bookkeeping and poor governance is taking steps to ensure that a burgeoning industry has solid standards. Andrew Willis has the details.

Plus: Detailed Summary of the AIMA Hedge Fund Managers' Guide

  • Active Managers and ETFs
    Exchange-traded funds (ETFs) offer pure asset class exposure with lower costs and greater tax efficiency than most mutual funds. But high fees may offset these advantages. Pros and cons from Dan Hallett.
  • Investor Demand for New REITs Outstrips Supply
    ...and according to CIBC, the recent arrival of foreign capital means the problem is only expected to get worse. Read Elizabeth Church's report.
  • High-interest Accounts Have Value in Low-rate Times
    What a sorry state of affairs it is for savers when 2.55% is a big return. But that's as good as it gets, even if you're smart enough to use a high-interest savings account. Read Rob Carrick's analysis.

FUNDS: Fees and Consequences

  • Canadian Fund Fees Not That Much Higher Than U.S.
    A favourite piece of ammunition used by mutual fund bashers is a dud. Contrary to popular opinion, we are not getting hosed on fund fees, compared with what Americans pay. Rob Carrick explains.
  • Delisle on Fund Sales
    Some market watchers are celebrating the renewed interest of Canadians in equity mutual funds, but Vincent Delisle of Desjardins Securities finds an inverse relationship between mutual fund sales and the S&P/TSX composite index in the following 12 months. Angela Barnes has more.