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December 2018 Report

Jan 11, 2019 | Reports

SIC Multi Asset Institutional Composite December 2018 Year to Date SIC Institutional -2.7% -3.7% Benchmark* -2.4% -1.6% * 5% T Bills, 35% Canadian Bond Composite, 20% TSX Composite TRI, 20% S&P 500 C$ TRI, 20% MSCI EAFE (Net) C$ TRI Investor...

November 2018 Report

Dec 11, 2018 | Reports

SIC Multi Asset Institutional Composite November 2018 Year to Date SIC Institutional 1.6% -1.0% Benchmark* 1.5% 0.8% * 5% T Bills, 35% Canadian Bond Composite, 20% TSX Composite TRI, 20% S&P 500 C$ TRI, 20% MSCI EAFE (Net) C$ TRI After...

Diversifying Across Asset Classes and Geographies

Nov 12, 2018 | News

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.

October 2018 Report

Nov 12, 2018 | Reports

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...

2018 Toronto Family Office Conference

Nov 7, 2018 | Events

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...

ETF Picks to Counter a Canadian Bias in Your Portfolio

Oct 23, 2018 | News

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.

SIC Investment Outlook for Q4 2018

Oct 23, 2018 | Reports

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

Oct 10, 2018 | Reports

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...

S&P 500 Equal Weight Moves North

Oct 1, 2018 | Views

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. ...