Mark Waugh

Portfolio managers can use over-the-counter structured products to achieve investment mandates, but managers should ensure they have the necessary expertise to deal in this market. To achieve improved returns, trustees and portfolio managers regularly examine whether their allocations should materially change across existing asset classes and countries. They also examine if there should be an […]

  • March 1, 2008 September 13, 2019
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There is an emerging regulatory mechanism coming into the Canadian, as well as global, marketplace which should help pension plan sponsors, and necessarily their trustees, improve returns. In an investment management world that is constantly grappling with the risk/reward trade-off, a best execution transaction environment will offer productiviy gains, and therefore an increase in returns […]

  • January 19, 2007 September 13, 2019
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