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.
