By focusing on a company’s true value, active managers to buy undervalued stocks and sell those that have become too rich in price
Different indexing strategies will be appropriate for different clients, depending on their long-term objectives
Global index fund features low MER
Corporate class fund designed to closely match the returns and characteristics of the new Dow Jones Canada high dividend 50 index
Lower MERs position index funds as an alternative to ETFs
New name, Index Wealth Management, reflects firm’s core philosophy of investing in financial market indices through ETFs
Funds would aim to provide returns in line with ETF returns
Lack of knowledge a barrier to investing
PowerShares Funds provides access to PowerShares ETFs and intelligent indexing strategies
Studies conclude that index funds work best for passive investors