OUR BLOG
Diversifying Across Asset Classes and Geographies
November 12, 2018 - James Garcelon speaks with Asset TV on the performance impact of equal weight and how finding comfort outside your home market may lead to uptick in performance while limiting volatility....
read moreOctober 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 hit...
read more2018 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 link...
read moreETF Picks to Counter a Canadian Bias in Your Portfolio
We were recently asked by the Globe and Mail for two of our top picks to counter the home bias typically seen in Canadian investment portfolios. Read further for a great discussion on the benefits of adding international to your portfolio.
read moreSIC 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...
read moreSeptember 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...
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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. https://youtu.be/9Mm86aPOR8o
read more
Our Top Picks on BNN’s Market Call Tonight
September 21, 2018 - Terry Shaunessy appears on BNN's Market Call Tonight.
read more
How Important is Global Diversification?
We recently spoke with S&P Dow Jones Indices on the importance of global diversification to your investment portfolio. Check out the video of our conversation below. https://youtu.be/p3wE75tf6yY
read moreAugust 2018 Report
SIC Multi Asset Institutional Composite August 2018 Year to Date SIC Institutional -0.5% 2.9% Benchmark* 0.5% 3.9% * 5% T Bills, 35% Canadian Bond Composite, 20% TSX Composite TRI, 20% S&P 500 C$ TRI, 20% MSCI EAFE (Net) C$ TRI The S&P 500 Index gained 3.6% in...
read more
Diversifying Across Asset Classes and Geographies
November 12, 2018 - James Garcelon speaks with Asset TV on the performance impact of equal weight and how finding comfort outside your home market may lead to uptick in performance while limiting volatility....
read moreOctober 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 hit...
read more2018 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 link...
read moreETF Picks to Counter a Canadian Bias in Your Portfolio
We were recently asked by the Globe and Mail for two of our top picks to counter the home bias typically seen in Canadian investment portfolios. Read further for a great discussion on the benefits of adding international to your portfolio.
read moreSIC 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...
read moreSeptember 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...
read more
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. https://youtu.be/9Mm86aPOR8o
read more
Our Top Picks on BNN’s Market Call Tonight
September 21, 2018 - Terry Shaunessy appears on BNN's Market Call Tonight.
read more
How Important is Global Diversification?
We recently spoke with S&P Dow Jones Indices on the importance of global diversification to your investment portfolio. Check out the video of our conversation below. https://youtu.be/p3wE75tf6yY
read moreAugust 2018 Report
SIC Multi Asset Institutional Composite August 2018 Year to Date SIC Institutional -0.5% 2.9% Benchmark* 0.5% 3.9% * 5% T Bills, 35% Canadian Bond Composite, 20% TSX Composite TRI, 20% S&P 500 C$ TRI, 20% MSCI EAFE (Net) C$ TRI The S&P 500 Index gained 3.6% in...
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