Vanguard’s One-Fund Solution
It was one of the great mysteries in the Canadian fund market: why had no one created an ETF version of the balanced index mutual fund? These days you can find ETFs focusing on just about every sub-se [...]
RBC Revamps Its Index Fund Lineup
In my last post, I reviewed RBC’s forthcoming lineup of traditional ETFs, which will appear later this summer. The launch of these ETFs will also spark some changes in RBC’s index mutual funds: they’l [...]
RBC Gets Back to Basics With New ETFs
When RBC entered the ETF marketplace back in 2011, it tested the waters with a family of specialized bond ETFs. Since then they’ve created a number of equity ETFs, all with active strategies. However, [...]
How TD Put the “Managed” in ETF Portfolios
What Canadian bank was first to launch a line of ETFs? You might think it was BMO, which is by far the biggest bank in the industry today, with more than 70 ETFs and some $37 billion in assets. But in [...]
A New ETF Structure for Accumulators
ETF launches are generally unexciting these days: most new products focus on increasingly narrow niches or exotic strategies. But last week BMO unveiled an innovative ETF structure that may just have [...]
Tangerine Expands Its Lineup
The Tangerine Investment Funds have long been part of my model portfolios, as they’re a simple way to build a broadly diversified index portfolio with a single product. With a management expense ratio [...]
Are Target Date Funds Right For You?
Think about all the elements you need to be a successful index investor. First, you need to choose the right mix of stocks and bonds, and to adjust that mix as you approach retirement. Your portfolio [...]
The Next Smart Beta Revolution
{Note: This post was an April Fool's joke!] As the ETF industry in Canada matures, more and more providers are moving away from traditional cap-weighted index funds in favour of more exotic strategies [...]
Decoding Vanguard’s New International Equity ETFs
This year has been another reminder of why international equities are such an important part of a diversified portfolio: in the first 11 months of 2015 the Canadian market was down almost 6%, while in [...]
Vanguard’s New World Order
If you follow my model ETF portfolios, you may have noticed that one of your holdings has a new name. The Vanguard FTSE All-World ex Canada (VXC), launched in the summer of 2014, is a simple, low-cost [...]