Sentences with phrase «canadian equity managers»

According to the S&P Index versus Active Scorecard (SPIVA), about 75 % of Canadian equity managers underperform the S&P Composite Index, and less than 10 % beat the S&P 500 ® Index on a five - year basis.

This will require Canadian equity managers to sell Canadian stocks to fund the investment in foreign equities with the foreign managers.

Institutional clients could give their Canadian equity managers the ability to invest in foreign equities.

It is more likely that they will take assets from their Canadian equity managers and increase their foreign equity exposure with their existing international managers.

A typical investment policy would see Canadian equity managers limited to Canadian equities benchmarked against the S&P TSX index and foreign equity managers managing foreign portfolios against foreign equity benchmarks such as the EAFE or S&P 500 indices.

These returns rank us among the top performing Canadian equity managers in the country, and were achieved with lower risk ** than the market.

Not exact matches

Sometimes clients diversify across Canadian equity mutual fund offered by various managers.

He served as lead manager on various US and Canadian equity mandates at Bissett / Franklin Templeton.

Bill Dye, who joined Leith Wheeler in May 1985, is an analyst and portfolio manager, and member of the firm's Management Committee with responsibility for Canadian equities.

Morningstar: More than just rating fundsBridgehouse Asset Managers, in collaboration with Morningstar Associates, has launched an actively managed Canadian equity fund.

Notes: Source: Morningstar Manager Research Paper, «Have Active Canadian Equity Fund Managers Earned Their Keep?»

The median MER of a Canadian bond fund is about 1.5 %, and while that's lower than most equity funds, bonds offer fewer opportunities for active managers to add value.

Of particular note, all three pension managers have materially cut their portfolio allocations to publicly traded Canadian equities in the past three years.

Although Stephen Takacsy has amassed a strong base of dividend - paying stocks in the Lester Canadian Equity Fund, the portfolio manager is finding torque in technology names.

In fact, between 2008 and 2012, only 9.84 % of Canadian equity fund managers beat the S&P / TSX Composite Index.

Say, for example, a Canadian equity fund beats the S&P / TSX Composite Index over some period, and the manager takes credit for her superior stock - picking skills.

David Taylor, portfolio manager of the IA Clarington Focused Canadian Equity Class, which outperformed its peers in Morningstar's Canadian Focused Equity and Canadian Equity categories with a return of 35.5 per cent, made a gutsy call in the first couple months of 2016.

The portfolio manager of the Lester Canadian Equity Fund, approximately one - third of which is in large - cap dividend payers, and the remainder focusing on smaller growth - oriented companies, highlighted protectionist policies such as tariffs and import taxes.

Pension and RRSP registered accounts largely used their scarce foreign property availability for foreign equities and limited their bond managers to Canadian issuers.

Canada's stock market has been among the worst performing in the world this year, with many global fund managers selling Canadian equities and foreign short - sellers targeting everything from resource companies to the country's banks.

As opposed to their Canadian equity portfolio management brethren, Canadian bond managers should do reasonably well after the FPL is removed.

Although the fund typically invests the majority of its assets in Canadian stocks, the portfolio manager may invest a meaningful portion in U.S. equities in pursuit of opportunities not available in the Canadian market.

Craig Jerusalim is a Portfolio Manager on the Canadian Equities team responsible for the CIBC Canadian Equity Core Fund and other Canadian equity manEquity Core Fund and other Canadian equity manequity mandates.

«A company with a high yield does not translate to a good company, nor a safe investment,» says Craig Jerusalim, portfolio manager of Canadian equities at CIBC Global Asset Management.

For example, do Japanese managers investing in large - cap U.S equity have a harder time outperforming the benchmark than Canadian managers investing in the same opportunity set?

Funny how it didn't occur to the 96.7 % of Canadian equity fund managers who failed to beat the market benchmark over the last five years.

Bryan joined FGP in 2007 as a senior analyst covering the Telecom and Financial sectors and became FGP's Small Cap Canadian Equity portfolio manager in 2012.

«Canadians are showing some strong interest in a range of investments, which has been reflected in equity and real estate markets in the past several months,» says Bruce Gordon, Manulife Financial's senior executive vice-resident and general manager, Canada, in a news release.