Podcast 20: One-Stop ETF Shopping
I’ve always tried to stress that successful investing is about the right process, not the right products. But good products certainly help. In the latest episode of the podcast, my guest is Todd Schla [...]
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 [...]
