Partner Reports

A Partner Report from Harvest ETFs

How can investors mitigate volatility while investing in tech?

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• Are your clients invested in healthcare?
• How can advisors boost their clients’ income?
• Fundamentals favour healthcare

A Partner Report from Assuris

Looking Back. Planning Forward.

COP26 Conference Spotlight

COP26 Conference Spotlight: Outcomes, Agreements, and Investment Implications

A Partner Report from Microsoft Canada

Moving the client experience forward with the power of the cloud

Opportunities Ahead: Growth Delayed, Not Derailed

Growth Delayed but Not Derailed

A Partner Report Series from Mackenzie Investments

Stories of Challenge – Gillian Seidler

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• Stories of Challenge – Cynthia Currie
• Stories of Challenge – Ying Du
• Stories of Challenge – Kristi Ashcroft

A Partner Report from RBC Global Asset Management

Making connections: Biodiversity and climate change

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• Net-zero greenhouse gas emissions: Changing investor attitudes
• Climate change: Active stewardship vs. divestment
• An investor’s guide to net-zero emissions

A Partner Report from Stack Capital

Stack Capital is democratizing access into the private equity asset class – giving all investors the chance to participate

A Partner Report Series from Wellington-Altus

Stagnant service model or growth mindset?

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• Cross-sell banking products or go independent?
• Bank-owned SUV or independent race car?

A Partner Report from Broadridge

Taking the touchpoints out of fund manufacturing

A Partner Report from Global X

Thematic Investing Comes of Age: Why Canadians Should Care

A Partner Report from Knowledge First Financial

A Case for Change: The Evolving Scholarship Plan Dealer Landscape