Decoding the VIX

Lewis Powell's recent article on Canadian Investment Review about how the index reflects today’s disconnected financial markets. Read the article here.

Increased Interest Rates: Should I Change My Asset Mix?

With the hike in interest rates, are you questioning whether you should take action and change your asset mix? The increased rates may not seem like much right now, but the upward direction could be here for some time. The cost of paying for debt will rise, along with the returns you see for both new bonds issued and Guaranteed Investment Certificates (GICs...

Q2 2017 Market Review

Q2 2017 Financial Market Review
Canadian Equities Canadian equities fell this quarter, returning -1.64%. The health care, industrials, consumer discretionary and utilities sectors led the S&P/TSX Composite Index this quarter. The energy, materials and financials sectors were the only components within Canadian equities that generated negative returns. International Equities World...

Q: Am I too Young to be Thinking About Retirement?

Am I too young to be thinking about retirement?
A: No, you’re never too young to be thinking about retirement, but the key is to stop thinking about it and instead, start planning. Retirement is an important stage in life and one that requires decades of planning. Sure, you’re saving and preparing for retirement as a participating member in your workplace pension plan – but it’s important to further save...

2017 Industry Events

Click here for a list of upcoming, 2017 industry events for plan sponsors, trustees and pension committees.

Investment Governance: Know What You Have

Reviewing your investment mix periodically to understand what’s in your portfolio is an important step in personal governance. Your retirement income program likely includes one or more of the following: target date funds, asset allocation funds and/or balanced funds. When joining a retirement program, these are often presented as “set it and forget it”...

VIEWPOINT: Why Bother Rebalancing?

Why bother rebalancing?
The sixth video in our Proteus Viewpoint video series, Rebalancing: Don't Let the Market Dictate Your Asset Mix For further information, read the below Q&A. What is rebalancing? Rebalancing is the process of returning the overall investment allocation in an asset mix back to the pre-specified target as it deviates with market fluctuations. For example,...