Portfolio Management

Portfolio Construction
Diversification Benefits
Customized Portfolios
Small and Value Effects
Small Cap and Value Performance
Mutual Fund Performance
Mutual Funds – Do Winners Repeat?
Review and Outlook - September 2007
Review and Outlook - January 2008
Costs

Costs Count
The Hidden Costs of Mutual Funds


Taxes

Strategies to Minimize Tax
Asset Location


Service

The Client Relationship
Evaluating Performance
 


Investment Counsel Association of Canada
Barclays Global Investors
CFA Institute
Dimensional Fund Advisors
Exchange Traded Funds

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Stocks For The Long Run, by Jeremy J. Siegel
The Intelligent Asset Allocator, by William Bernstein
Investment Policy - How To Win The Losers Game, by Charles D. Ellis
The New Investment Frontier, by Howard J. Atkinson
The Wealthy Boomer: Life After Mutual Funds, by Jonathon Chevreau, Kelly Rodgers and Michael Ellis


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Counsel Association of Canada


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