If you’ve explored the possibility of using robo advisors to manage your investment assets, you’re not alone. Robo advisors first became publicly available to investors in 2008, and quickly became a dominant force. Since 2018, total assets under management by robo advisors in Canada ballooned from US$13.19 million to a projected US$13.74 billion by the end of this year.
Read MoreWatch on demand - Join us for an insightful webinar on Impact Measurement and Engagement, with a focus on the data behind impact measurement and how asset managers are use their buying power to influence policy.
Read MoreDespite its growing popularity, persistent myths about impact investing have left some investors feeling hesitant to choose an impact investing approach. We’re here to debunk them.
Read MoreThe need for climate-conscious, affordable housing—and a lot of it—is self-evident. The good news is that for investors hoping to contribute to solutions while maintaining attractive returns, there are many exciting opportunities through impact real estate investing.
Read MoreWhen wealth managers talk about a balanced investment portfolio, the idea of the “60:40 rule” has long reigned: that is, a combination of 60% equities and 40% bonds. Bonds, in this way, provide a safety valve for portfolios.
Read MoreEvery year, we ask our team members to recommend their favourite B Corp gift picks. The 12 businesses on our 2024 list are loaded with fun and functional gift ideas. Happy gifting!
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