CONTRIBUTOR
adam_butler
Adam Butler
CEO, ReSolve Asset Management
Full Bio
Multi-Factor Indexes: More Bang for Your Buck
Many advisors are unsure whether introducing factor-tilt ‘smart beta’ strategies into portfolios will improve client outcomes. In fact, some factor tilt portfolios appear to provide the equivalent of levered exposures to a diverse set of alternative risk premia. This is because factor tilt portfolios may contain much greater than 100% exposure to several risk factors…
- Categories Factors, Strategy
- Tags factors, smart beta
- Tags
- factors, smart beta
Lessons From Canada’s Top Pension Managers
Summary Many studies have documented the fact that market participants in many regions, including Canada, invest more in the companies from their home country than would be warranted by their country’s share of global markets. Three of Canada’s largest and most sophisticated pension funds have cut Canadian exposure in their equity allocations. Yet private Canadian…
- Categories Equities
- Tags canada, Canadian Equity Exposure, pension managers
- Categories
- Equities
Two More Disruptive Ideas for Advisors
My last post summarized some of our notes from the recent S&P DJI ETF Masterclass conference in Toronto, on the topic “ETFs as a Catalyst for Canadian Advisory Growth”. We discussed some disruptive innovations that are changing the fabric of wealth management, and how some of Canada’s leading wealth management thought leaders propose to address them. This post will continue…
- Categories Uncategorized
- Tags advisors, FAs, Financial Advisors, robo-advisors, robo-solutions
- Categories
- Uncategorized
Disruptive Opportunities for Nimble Advisors
On June 24th, I had the privilege of participating in the inaugural Canadian S&P Dow Jones Indices ETF Masterclass conference on the topic “ETFs as a Catalyst for Canadian Advisory Growth”. While conversations orbited the general themes of ETFs and indexation, panelists and speakers touched on many topics Advisors are, or should be, thinking about…
- Categories Uncategorized
- Tags canada, Canadian ETFs
- Categories
- Uncategorized
- Tags
- canada, Canadian ETFs