OUR BLOG

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 hit...

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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 link...

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ETF 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 more

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...

read more

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...

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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.   https://youtu.be/9Mm86aPOR8o

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How Important is Global Diversification?

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 more

August 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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This is Why We Like Equal-Weight Indices

Click on the link below to check out a study on equal-weight indices by S&P Dow Jones Indices LLC. S&P Dow Jones Indices - Outperformance in Equal-Weight Indices Reproduced with the prior written consent of S&P Dow Jones Indices LLC. For more information on S&P Dow...

read more

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 hit...

read more

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 link...

read more

ETF 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 more

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...

read more

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...

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

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 more

August 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

This is Why We Like Equal-Weight Indices

Click on the link below to check out a study on equal-weight indices by S&P Dow Jones Indices LLC. S&P Dow Jones Indices - Outperformance in Equal-Weight Indices Reproduced with the prior written consent of S&P Dow Jones Indices LLC. For more information on S&P Dow...

read more

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