Category: Uncategorized

  • How Canadian Family Foundations Manage Their Investment Portfolios

    How Canadian Family Foundations Manage Their Investment Portfolios

    Across Canada, family foundations take many forms—from small, entrepreneur-led charities to large, multi-generational organizations with dedicated staff and professional advisors. How these foundations manage their investment portfolios can vary dramatically, depending on their size, history, and governance structure. Below are some of the most common approaches used by family foundations today, along with the strengths…

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  • Are Market-Neutral Funds a Good Investment?

    Are Market-Neutral Funds a Good Investment?

    Should a market-neutral fund be part of your investment portfolio? The answer depends on your investment objectives, risk tolerance, and portfolio management style. But, while most investors should avoid market-neutral funds, others may think that market-neutral funds are a good way to achieve the best risk to return trade-off. This post will discuss some theoretical…

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