Banks in Canada » Portfolio http://www.banks.ca Canadian banking, credit cards, loans, savings, investments and retirement in Canada Tue, 28 Jul 2026 08:39:54 +0000 en-US hourly 1 https://wordpress.org/?v=3.9.40 Pioneering Portfolio Management: An Unconventional Approach to Institutional Investment, Fully Revised and Updated http://www.banks.ca/retirement/pioneering-portfolio-management-an-unconventional-approach-to-institutional-investment-fully-revised-and-updated-2/ http://www.banks.ca/retirement/pioneering-portfolio-management-an-unconventional-approach-to-institutional-investment-fully-revised-and-updated-2/#comments Mon, 10 Jun 2013 23:57:33 +0000 http://www.banks.ca/retirement/pioneering-portfolio-management-an-unconventional-approach-to-institutional-investment-fully-revised-and-updated-2/ Pioneering Portfolio Management was first published, the global investment landscape has changed dramatically -- but the results of David Swensen's investment strategy for the Yale University endowment have remained as impressive as ever. Year after year, Yale's portfolio has trumped the marketplace by a wide margin, and, with over $20 billion added to the endowment under his twenty-three-year tenure, Swensen has contributed more to Yale's finances than anyone ever has to any university in the country. What may have seemed like one among many success stories in the era before the Internet bubble burst emerges now as a completely unprecedented institutional investment achievement.

In this fully revised and updated edition, Swensen, author of the bestselling personal finance guide Unconventional Success, describes the investment process that underpins Yale's endowment. He provides lucid and penetrating insight into the world of institutional funds management, illuminating topics ranging from asset-allocation structures to active fund management. Swensen employs an array of vivid real-world examples, many drawn from his own formidable experience, to address critical concepts such as handling risk, selecting advisors, and weathering market pitfalls.

Swensen offers clear and incisive advice, especially when describing a counterintuitive path. Conventional investing too often leads to buying high and selling low. Trust is more important than flash-in-the-pan success. Expertise, fortitude, and the long view produce positive results where gimmicks and trend following do not.

The original Pioneering Portfolio Management outlined a commonsense template for structuring a well-diversified equity-oriented portfolio. This new edition provides fund managers and students of the market an up-to-date guide for actively managed investment portfolios.

]]> http://www.banks.ca/retirement/pioneering-portfolio-management-an-unconventional-approach-to-institutional-investment-fully-revised-and-updated-2/feed/ 0 The 5 Fundamentals of Building a Retirement Portfolio http://www.banks.ca/retirement/the-5-fundamentals-of-building-a-retirement-portfolio/ http://www.banks.ca/retirement/the-5-fundamentals-of-building-a-retirement-portfolio/#comments Mon, 10 Jun 2013 23:57:23 +0000 http://www.banks.ca/retirement/the-5-fundamentals-of-building-a-retirement-portfolio/
The 5 Fundamentals of Building a Retirement Portfolio focuses on the essential elements of building a well-rounded retirement portfolio: predictable income, inflation protection, deflation protection, liquidity, and principal preservation.

In the context of the five fundamentals, this book discusses a variety of popular investing topics including dividend growth investing, high-yield bonds, call and put options, and commodities. It also provides unique insight into buy-and-hold investing, taxable-equivalent bond yields, the debt ceiling, and more!

The 5 Fundamentals of Building a Retirement Portfolio aims to help each reader become a better-informed investor with a good grasp of the decision-making process necessary to select the various assets best suited for his or her retirement portfolio.]]> http://www.banks.ca/retirement/the-5-fundamentals-of-building-a-retirement-portfolio/feed/ 0 Pioneering Portfolio Management: An Unconventional Approach to Institutional Investment, Fully Revised and Updated http://www.banks.ca/retirement/pioneering-portfolio-management-an-unconventional-approach-to-institutional-investment-fully-revised-and-updated/ http://www.banks.ca/retirement/pioneering-portfolio-management-an-unconventional-approach-to-institutional-investment-fully-revised-and-updated/#comments Mon, 10 Jun 2013 23:57:05 +0000 http://www.banks.ca/retirement/pioneering-portfolio-management-an-unconventional-approach-to-institutional-investment-fully-revised-and-updated/ http://www.banks.ca/retirement/pioneering-portfolio-management-an-unconventional-approach-to-institutional-investment-fully-revised-and-updated/feed/ 0 Collateralized Mortgage Obligations: Analysis, Valuation and Portfolio Strategy http://www.banks.ca/mortgages/collateralized-mortgage-obligations-analysis-valuation-and-portfolio-strategy/ http://www.banks.ca/mortgages/collateralized-mortgage-obligations-analysis-valuation-and-portfolio-strategy/#comments Wed, 05 Jun 2013 09:55:40 +0000 http://www.banks.ca/mortgages/collateralized-mortgage-obligations-analysis-valuation-and-portfolio-strategy/ http://www.banks.ca/mortgages/collateralized-mortgage-obligations-analysis-valuation-and-portfolio-strategy/feed/ 0 The Canadian Real Estate Action Plan: Proven Investment Strategies to Kick Start and Build Your Portfolio http://www.banks.ca/investment/the-canadian-real-estate-action-plan-proven-investment-strategies-to-kick-start-and-build-your-portfolio/ http://www.banks.ca/investment/the-canadian-real-estate-action-plan-proven-investment-strategies-to-kick-start-and-build-your-portfolio/#comments Mon, 27 May 2013 10:22:37 +0000 http://www.banks.ca/investment/the-canadian-real-estate-action-plan-proven-investment-strategies-to-kick-start-and-build-your-portfolio/ http://www.banks.ca/investment/the-canadian-real-estate-action-plan-proven-investment-strategies-to-kick-start-and-build-your-portfolio/feed/ 0 The Four Pillars of Investing: Lessons for Building a Winning Portfolio http://www.banks.ca/investment/the-four-pillars-of-investing-lessons-for-building-a-winning-portfolio/ http://www.banks.ca/investment/the-four-pillars-of-investing-lessons-for-building-a-winning-portfolio/#comments Tue, 14 May 2013 07:55:40 +0000 http://www.banks.ca/investment/the-four-pillars-of-investing-lessons-for-building-a-winning-portfolio/ http://www.banks.ca/investment/the-four-pillars-of-investing-lessons-for-building-a-winning-portfolio/feed/ 0 What’s Behind the Numbers?: A Guide to Exposing Financial Chicanery and Avoiding Huge Losses in Your Portfolio http://www.banks.ca/investment/whats-behind-the-numbers-a-guide-to-exposing-financial-chicanery-and-avoiding-huge-losses-in-your-portfolio/ http://www.banks.ca/investment/whats-behind-the-numbers-a-guide-to-exposing-financial-chicanery-and-avoiding-huge-losses-in-your-portfolio/#comments Mon, 06 May 2013 12:16:50 +0000 http://www.banks.ca/investment/whats-behind-the-numbers-a-guide-to-exposing-financial-chicanery-and-avoiding-huge-losses-in-your-portfolio/ http://www.banks.ca/investment/whats-behind-the-numbers-a-guide-to-exposing-financial-chicanery-and-avoiding-huge-losses-in-your-portfolio/feed/ 0 The Essential Guide to Investing in Precious Metals: How to begin, build and maintain a properly diversified portfolio http://www.banks.ca/investment/the-essential-guide-to-investing-in-precious-metals-how-to-begin-build-and-maintain-a-properly-diversified-portfolio/ http://www.banks.ca/investment/the-essential-guide-to-investing-in-precious-metals-how-to-begin-build-and-maintain-a-properly-diversified-portfolio/#comments Fri, 03 May 2013 13:42:32 +0000 http://www.banks.ca/investment/the-essential-guide-to-investing-in-precious-metals-how-to-begin-build-and-maintain-a-properly-diversified-portfolio/ http://www.banks.ca/investment/the-essential-guide-to-investing-in-precious-metals-how-to-begin-build-and-maintain-a-properly-diversified-portfolio/feed/ 0