SPOTLIGHT: Mutual Fund Alternatives
Ethical Investment Proving a Hard Sell in Canada
Mutual fund investors are bearish when it comes to ethics. Despite a long list
of corporate scandals that have put business morality under the spotlight,
ethical or so-called socially responsible investment (SRI) funds continue to be
of little interest to Canadians, industry sources say. Keith Damsell looks at
Your Sector Selector
One of the biggest crapshoots in investing is choosing a sector mutual fund.
They're a lot more volatile than core equity funds, which means they have the
potential to deliver double- or even triple-digit gains as well as grievous
losses. Rob Carrick adds up the risks and rewards.
Mutual Fund Firms Pan Proposed Rules
The country's largest mutual fund firms argue that National Instrument
81-106 (the CSA's proposed policy to improve
fund disclosure so investors can make more informed decisions) is poorly
timed, costly and awkward to implement. Keith Damsell checks their agenda.
THE MARKET: Stocks and Bonds
Tide of Portfolio Trading Threatens to Erode Commissions
Everyone on the Street acknowledges that the future of trading will see more
stock changing hands on electronic networks at far lower commissions. What folks
might not realize is that the future is now. Read Andrew Willis' report.
It's Time to Change How Tonds are Traded
You probably don't buy many government or corporate bonds -- that's your
fund manager's job -- but you might be shocked if you did. That's because
the ''markups'' can be extortionate by equity trading standards. Not two or
three times as much. Try 10 times. Eric Reguly does the math.
CASE STUDIES: Getting (and Staying)
Retired Ad Man Takes Disciplined Approach to Stock Markets
Now 76, Charlie Gervais has been retired off and on since he hit his fifties.
The ''on'' part isn't financially driven, it's because ''I keep getting
intrigued by things.'' Tony Martin has more.
Balancing act for Mr. and Mrs. Inc.
Ben and Leidy Vermeulen have been in love -- and business -- together since
1967.The husband-and-wife team have managed to transform a small
boat-building business into a $50-million company that employs more than 450
people and does business all over the world. Erin Pooley looks at the value of