October 2018 Report

SIC Multi Asset Institutional Composite   October 2018 Year to Date SIC Institutional -4.5% -2.5% Benchmark* -3.9% -0.6% * 5% T Bills, 35% Canadian Bond Composite, 20% TSX Composite TRI, 20% S&P 500 C$ TRI, 20% MSCI EAFE (Net) C$ TRI   Global equity returns were...

2018 Toronto Family Office Conference

On November 6, 2018 we participated in The Toronto Family Office & High Net Worth Annual Conference presented by DC Finance.  The conference was well attended and covered a number of important topics.  For our message to conference attendees please click on the...

SIC Investment Outlook for Q4 2018

Preparing for a Tough Environment We are cautious on the outlook for equities and have begun to reduce our exposure to the US stock market.  For the year to date, the S&P 500 Index has significantly outperformed other developed markets.  The bulk of this...

September 2018 Report

SIC Multi Asset Institutional Composite   September 2018 Year to Date SIC Institutional -1.0% 2.0% Benchmark* -0.6% 3.3% * 5% T Bills, 35% Canadian Bond Composite, 20% TSX Composite TRI, 20% S&P 500 C$ TRI, 20% MSCI EAFE (Net) C$ TRI   Returns in September were...
S&P 500 Equal Weight Moves North

S&P 500 Equal Weight Moves North

We recently sat down with S&P Dow Jones Indices and Invesco to discuss Equal Weight Indices and why their performance is superior to that of their traditional market cap counterparts.  Check out the video of our conversation below....