The Power Of Indexation

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An article titled “The Power Of Indexation” appeared in the March 2009 edition of Advisor’s Edge (you may recognize the author). This magazine is free to financial advisors to subscribe to, and if you don’t receive a copy you can click here to initiate a free subscription.

The article discusses the various ways that advisors can utilize indexation products, both through the MFDA channel or the IIROC channel. One of the main takeaways is that active and passive products/strategies can peacefully co-exist in investment portfolios. I get the sense that some advisors and investors think that active versus passive is an either-or proposition… It is not.

The article also discusses some of the more popular active trading strategies being used with passive products as well as an analysis of fundamental indexation performance through the tech bubble in the Canadian Market.

CLICK HERE TO READ THE ORIGINAL ARTICLE

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Commissions, trailing commissions, management fees and expenses all may be associated with mutual fund investments. Please read the prospectus before investing. Any indicated rates of return are historical annual compounded total returns, including changes in share or unit values and reinvestment of all dividends or distributions, and do not take into account sales, redemption, distribution or optional charges or income taxes payable by any security holder that would have reduced returns. Mutual funds are not covered by the Canada Deposit Insurance Corporation or by any other government insurer. Mutual funds are not guaranteed and their values may change frequently. Past performance may not be repeated.