Understanding the calculation, significance, and application of the Net Asset Value in mutual funds.
Exploration of Commodity and Specialty ETFs, their features, and benefits in the investment landscape.
A comprehensive analysis of the tax implications for ETFs and mutual funds, focusing on how these investment vehicles are treated under Canadian tax law.
An exploration of capital gains, their calculation, and taxation in Canada.
An in-depth exploration of the fixed-income marketplace, its significance, key participants, market size, and liquidity characteristics.
Understanding Eurobonds, their global market impact, and differences from domestic bonds.
In-depth exploration of long and short positions in equity transactions, explaining the mechanics and strategies behind both approaches in the context of margin accounts.
An in-depth exploration of the risks associated with short selling, including the threat of unlimited loss potential and the borrowing costs and responsibilities.
A comprehensive guide covering the structure and components of insurance companies in Canada, emphasizing life insurance, property and casualty insurance, key legislations, and the unique roles of underwriting and reinsurance.
Discover the methods and strategies involved in Active Investment Management, focusing on effectively outperforming benchmark portfolios using bottom-up and top-down analysis.
Understand the importance and intricacies of asset mix within an investment portfolio, including classifications such as cash, fixed-income securities, and equity securities as well as strategic and dynamic asset allocation approaches.
Summary of key concepts of capital markets covered in Chapter 2.
Learn about the Efficient Frontier and its importance in creating an optimized investment portfolio by properly managing risk and return.
An introduction to other types of managed products beyond mutual funds and exchange-traded funds, detailing their structure, regulations, and taxation.
An in-depth guide on business trusts, including their structure, benefits, examples of types of business trusts, and inherent risks.
Explore the implications of gifting investments to adult children or parents, including a case scenario and related key terms.
