Category: Investment counselling & the client experience
Lauren Landau

What are Money-weighted Rates of Return?

  Over the last few months, you may have heard reference to “CRM2,” a set of regulations meant to enhance transparency in the investment industry by mandating investment management firms, dealers and advisors to provide clear reporting to their clients … Read More →

Greg Dowdall

Our Best Guess

  Investors often have a notion about what is an acceptable or desired rate of return on their capital. This rate of return is typically expressed in percentage terms. For example, “I would like to make an 8% return on … Read More →

Hayley Carr

Are You Faking It?

  Have you ever found yourself in a conversation about finance and, in a moment of incomprehension, rather than ask a question you simply nodded along? Perhaps it was a conversation with friends or colleagues, or perhaps it was even … Read More →

Anne Maggisano

Women of Burgundy: Making an Impact

  When the Women of Burgundy initiative was launched in the spring of 2014, our mission was clear: to inspire women to make investing a priority. We theorized that by hosting a series of events – keynote speaker events, book … Read More →