Explore how corporations and businesses utilize derivatives for hedging risks related to interest rates, currencies, and commodities.
A detailed guide on option exchanges in Canada, including explanations of key terms, examples, and the structure of equity option quotes.
This chapter provides a detailed overview of the Montréal Exchange, including the listing of index futures, Government of Canada bonds, bankers’ acceptances, and the 30-day overnight repo rate.
Learn everything about warrants in this comprehensive guide: their characteristics, valuation, and advantages, along with essential definitions and key takeaways.
Explore the nuances and importance of the notes to financial statements for a comprehensive understanding of a company's financial condition.
An in-depth look at Canadian Government Issues, including the competitive tender system for marketable bonds and Treasury bills, types of bonds, bid structures, and the example auction process.
An in-depth look at the issuance, management, and characteristics of provincial and municipal bonds in Canada. Understand the roles of financial agents, syndicate groups, and institutional portfolios in these securities.
This summary covers the key aspects of fundamental and technical analysis, highlighting their differences, underlying hypotheses, macroeconomic factors, industry classifications, and the role of competitive forces.
A comprehensive guide on Statement Of Comprehensive Income Analysis, understanding its components, performing in-depth financial ratio analysis, trend analysis, external comparisons, and their implications on company’s performance.
Discover the methods and strategies involved in Active Investment Management, focusing on effectively outperforming benchmark portfolios using bottom-up and top-down analysis.
Learn about Step 1 in the portfolio management process: determining investment objectives and constraints. Understanding these factors is critical for effective asset allocation tailored to a client's specific needs.
Explore the setup, conditions, advantages, and taxation aspects of mutual funds structured as a corporation, including investor benefits, financial conditions, and dividend strategies.
Comprehensive analysis and detailed comparison of mutual fund types based on their risk and return profiles, catering to diverse investment objectives of the Canadian investing public.
A detailed guide on understanding risk in investment strategies, including traditional and alternative investments, primarily focusing on measures like volatility and drawdown amount.
Understand the qualifications necessary for investing in hedge funds in Canada, covering minimum investment exemptions, accredited investor exemptions, and offering memorandum exemptions.
Learn about Alternative Mutual Funds (Liquid Alts) in Canada, their benefits, regulations, key differences from conventional mutual funds and hedge funds, and the investment landscape in various countries.
Understand the concept, benefits, and risks of multi-strategy funds in the context of Canadian securities. Explore the differences between multi-strategy funds and fund-of-funds, including diversification benefits and management fee considerations.
An introduction to other types of managed products beyond mutual funds and exchange-traded funds, detailing their structure, regulations, and taxation.
Explore the disadvantages of Labour-sponsored Venture Capital Corporations (LSVCCs), including high risk, complex redemption processes, and high administrative costs, making them suitable only for high-risk-tolerant investors.
Discover how closed-end funds serve as an effective vehicle for alternative investment strategies, their regulatory framework, and future prospects in the Canadian market.
Explore the several disadvantages of closed-end funds compared to open-end funds, including trading at discounts to NAVPS, liquidity concerns, and tax implications.
Detailed overview of various types of structured products including principal-protected notes, market-linked guaranteed investment certificates, split shares, mortgage-backed securities, and asset-backed securities.
Learn all about deferred annuities, their features, tax implications, and the benefits they provide to investors. Gain comprehensive insights into how these financial products fit into your broader investment strategy.
Explore the implications of gifting investments to adult children or parents, including a case scenario and related key terms.
An overview of the evolving fee-based account model in the securities industry, highlighting changes from traditional advisor/client relationships to asset-based fee structures.
A comprehensive guide to Separately Managed Accounts (SMAs) for Canadian investors. Understand the benefits, management structures, and roles of sub-advisors and overlay managers.
Learn about the structure, benefits, and operation of Private Family Offices for high-net-worth individuals.
Comprehensive guide on full-service brokerage accounts including their fee structure, benefits, criteria, and additional services.
Comprehensive guide covering the Sell Side of Canadian investment dealers, including types such as full-service dealers, investment banking boutiques, and self-directed dealers.
Comprehensive guide to the National Registration Database (NRD), explaining its purpose, functionalities, and requirements for investment dealers and their employees in Canada.
Understand the role and function of the Ombudsman for Banking Services and Investments (OBSI) in resolving financial disputes in Canada's financial services industry.
Overview of the role of fiscal and monetary policy in investment decisions, highlighting the responsibilities of the federal government and the Bank of Canada.
Learn about the intricacies of fixed-income securities, including risks, rewards, bond yields, pricing, and their relationship with interest rates. Understand the secondary market and factors affecting bond prices.
Learn how to calculate the fair price of a bond through present value calculations. This guide offers step-by-step instructions and formulas to determine the value of a bond's principal and coupon payments.
Learn how to calculate yield to maturity on bonds, understand its significance, and explore detailed procedures with examples and formulas.
Understand duration as a measure of bond price volatility, and how it can help investors make informed decisions. Delve into bond value changes, interest rate impacts, coupon rates, and time to maturity factors. Includes examples, table analyses, and further reading references.
Explore the intricate process of buying bonds through an investment dealer, covering both large institutional and smaller firms, role of inter-dealer brokers, and essential techniques for efficient bond trading.
Learn about the benefits of closed-end funds, including portfolio diversification, unique investment strategies, focus on long-term gains, and lower management fees.
