Advisor Tools
30 Years of Time Magazine Covers and The Stock Market
I stumbled upon a presentation floating around on the internet which looks at the past 30 years of Time Magazine covers as they relate to the stock markets. Essentially, one theme is that once the market meltdowns make the front page it’s not a bad time to get back into the equity markets - such [...]
15Apr2009 | admin | 0 comments | Continued
Research Affiliates’ Advisory Panel Members
As you may know, Pro-Financial Asset Management’s Fundamental Index Funds are based on the patent pending methodology created by Research Affiliates. What you may not know is that Research Affiliates’ Advisory Panel is made up of some of the most influential financial minds in history.:
(NOTE: Mr. Peter Bernstein served on the Advisory Panel until his [...]
Fund Codes and Commissions
For easy reference, you can click here to download the Dealer Sheet which includes the various fund codes, commission structures, and redemption schedules (if applicable) for all unit classes of the PRO FTSE RAFI funds.
18Jan2009 | admin | 0 comments | Continued
Core Portfolio Designer
The Core Portfolio Designer is designed to allow you to back-test a portfolio of fundamental indices in varying proportions to determine their historical performance, and to directly compare fundamental indexation with market-capitalization weighting strategies as well as actively-managed mutual funds. The tool is an excel spreadsheet but produces a series of one page, client facing documents [...]
30Dec2008 | admin | 0 comments | Continued
Instant Fund Comparison Tool
Click here to start using the Pro-Financial Asset Management Online Comparison Tool. You will be able to compare the performance of any mutual fund sold in Canada to any FTSE RAFI Index tracked by our lineup of Fundamental Index Mutual Funds.
If you do not have the password to access the tool, please sign up for [...]
