globeandmail.com
    Globe Advisor is moving, click here to see

Noteworthy
  Contact Us

TSX Symbol Changes

Custom Fund and Stock Screens

Education Centre

Investment Rates

Fund Codes & Fees

Fund Changes

Tax Zone

15Yr Fund Review

ROBtv Interviews
   
Fund Search
 

Fund Symbol Lookup

 

My Clients
  Add a Client

Client List

Client Portfolios

Client Planners

Presentations

  Client Search:
 
Tools
  Fund Filter

Stock Filter

Charts

Fund Selector

Stock Selector
 

Research
  Fund Profiles

Company Snapshots

Indexes

Current Surprises

Broker Estimates

Fund Managers

Report on
Mutual Funds
Market Action
  Gainers

Losers

Most Actives

Top Funds

New High/Low
News
  Search The News

Canadian Newswires

US Newswires

Mutual Fund News

my globeadvisor

  Assistant
Access


Preferences

Registration



My Stocklist

Model Portfolio
 
 
 
   

ADVISOR FOCUS - a newsletter from globeadvisor.com
07 Oct 2004

Current Issue | Subscribe to Advisor Focus | Back Issues


SPOTLIGHT: Funds Still Under Fire

Dreadful September Sales Halt Fund Industry's Winning Streak

Investors yanked an estimated $350-million out of mutual funds in September, and the industry is expected to report September net redemptions of between $550-million and $150-million. The results will end an 11-month winning streak. Keith Damsell adds up the damages.
 

  • OSC Wants Investors' Interests to be First Priority
    The mutual fund industry should reaffirm that the interests of investors are paramount, instead of attacking the regulators and the media over the scrutiny it is facing into alleged market timing violations, says an Ontario Securities Commission official. Karen Howlett looks at the issues.

Plus:  OSC Wants Funds to Make Restitution

  • Market Timing Probe Could Boost Fees
    Investors should not expect to see a U.S.-style pullback in fees or sweeping industry reform as a result of a regulator's investigation of market timing in mutual funds. Keith Damsell explains.
     

  • Seniors Group Seeks More Mutual Fund Regulation
    A group representing Canadian seniors wants increased regulation of the mutual fund industry. The Canadian Association of Retired Persons advocates 17 measures to reform the sector, including an independent federal agency to oversee regulatory bodies, new whistleblower legislation and a new investor protection fund. Keith Damsell checks out their demands.


INVESTING: Alternate Instruments, Investor Advocates

  • Monthly Funds Show You The Money
    This is just a theory for now, but a ''show-me-the-money'' philosophy seems to be taking hold among Canadian investors. You can see this in the continuing net outflow of money from equity mutual funds and the incredible popularity of monthly income funds, which mix dividend stocks, bonds and income trusts in a way that produces steady, reliable gains. Rob Carrick has more.
     

  • The Timing is Right For Exchange-Traded Sector Funds
    The mutual fund industry's efforts to stamp out market timing have answered the question of what vehicle is best for playing hot stock market sectors such as oil and gas. Rob Carrick explains.
     

  • Investor Advocacy Seeks its Own Ralph Nader
    One of the great untapped sources of renewable energy in this country is the hot air issued by investor advocates. These guys mean well. Really, they do. Rob Carrick looks at their concerns.


CASE STUDIES: Family Trees, Part-Time Work

  • Retiree Prefers to Sell Too Son
    Alex Greenwood does what my idea of a certain type of Englishman does so well: have many diverse interests. Now 84, he is president and umpire of a Cricket and Sport Association, and has written his family history and a biography of Field Marshal Sir Claude Auchinleck, who battled Rommel. Tony Martin looks at this versatile fellow's retirement strategies.
     

  • Health Issues Cloud Couple's Retirement Strategy
    In a small city in Ontario, a couple we'll call Bill and Theresa are raising their one-year-old daughter and paying off their mortgage. Bill, 37, who does contract market research work, has a medical condition that makes it hard to work continuously. Theresa, 34, a medical technologist, works two days a week, spending the rest of her time caring for Sarah. Andrew Allentuck examines their choices.

Plus:  Who Will Be Financing Boomers' Golden Years?


RETIREMENT PLANNING:
CPP's New Approach, Reducing Risk

  • CPP Board Taking An Active Approach to Passive Investing
    Canada's biggest pension fund has an investing idea that it might end up exporting to the world. The CPP Investment Board is now six months into an experiment in stock picking developed to get the maximum returns with the lowest possible risk. Andrew Willis has more.

  • If You Pass On The Upside For Downside Protection ...
    People want risk-free stock market investments, so that's where a growing number of banks, insurers and fund companies are applying their creative energies right now. If people want to live the fantasy of striking it big without fear of losing money, then the financial industry is happy to oblige. Rob Carrick looks how to minimize that risk.