MM Funds, Mutual Funds, Segregated Funds, ETFs
Cont-Ed Solutions. Trader Development Programs.
Outsourced Chief Investment Officer solutions.
Our platform provides access to diversified Model Portfolio Solutions created with the help of proprietary technology and using some of the best-in-class mutual funds in Canada.
Each Model Portfolio is tailored to your clients’ goals and risk profile. Each solution includes regular re-balancing to maintain alignment with the selected risk tolerance. Our Model Portfolio Solutions help you free yourself from the tedious task of continuous monitoring and processing of multiple rebalancing transactions.
TWR - TimeWeightedReturn
MWR - MoneyWeightedReturn
TWT - TimeWeightedTotalReturn
MWT - MoneyWeightedTotalReturn
MDD - MaxDrawDown
MDP - MaxDrawDownPct
MHW - MaxHighWaterMark
MHP - MaxHighWaterMarkPct
MDT - MaxDrawDownTR
MTD - MaxDrawDownTRPct
MHT - MaxHighWaterMarkTR
MTH - MaxHighWaterMarkTRPct
DMC - DownMarketCapture
UMC - UpMarketCapture
PSD - PriceSTDEV
DSD - PriceDownSTDEV
USD - PriceUpSTDEV
PDG - PriceSTDEV_PctOfPrice
DDG - PriceDownSTDEV_PctOfPrice
UDG - PriceUpSTDEV_PctOfPrice
RTD - ReturnSTDEV
RDD - ReturnDownSTDEV
RUD - ReturnUpSTDEV
RTG - ReturnSTDEVPctReturn
RDG - ReturnDownSTDEVPctReturn
RUG - ReturnUpSTDEVPctReturn
TDD - TotalReturnSTDEV
TTD - TotalReturnDownSTDEV
TUD - TotalReturnUpSTDEV
TTG - TotalReturnSTDEVPctReturn
TDG - TotalReturnDownSTDEVPctReturn
TUG - TotalReturnUpSTDEVPctReturn
BAT - BattingAverage
TRE - TrackingError
TR2 - TrackingError2
TR3 - TrackingError3
TR4 - TrackingError4
SHR - SharpeRatio
SOR - SortinoRatio
RRR - RiskRewardRatio
IFR - InformationRatio
TRR - TreynorRatio
ALF - Alpha
BET - Beta
BUP - BetaUp
BDN - BetaDown
AVR - ActiveRisk
MS2 - MSquared
ERC - ExpectedReturnCAPM
ACL - AutoCorrelation
COV - Covariance
CRC - CorrelCoefficient
RS2 - RSquared
RSL - RegressionSlope
RIN - RegressionIntercept
RFO - RegressionForecast
PSG - PriceSkewness_PctOfPrice
DSG - PriceDownSkewness_PctOfPrice
USG - PriceUpSkewness_PctOfPrice
RTS - ReturnSkewness
RDS - ReturnDownSkewness
RUS - ReturnUpSkewness
PKG - PriceKurtosis_PctOfPrice
DKG - PriceDownKurtosis_PctOfPrice
UKG - PriceUpKurtosis_PctOfPrice
RTK - ReturnKurtosis
RDK - ReturnDownKurtosis
RUK - ReturnUpKurtosis
H5P - 52WeekPriceHigh
L5P - 52WeekPriceLow
H5C - 52WeekPriceHighPct
L5C - 52WeekPriceLowPct
H5R - 52WeekReturnHigh
L5R - 52WeekReturnLow
H5T - 52WeekReturnHighPct
L5T - 52WeekReturnLowPct
H5S - 52WeekPriceSTDEVHigh
L5S - 52WeekPriceSTDEVLow
H5U - 52WeekPriceSTDEVPctPriceHigh
L5U - 52WeekPriceSTDEVPctPriceLow
H5V - 52WeekReturnSTDEVHigh
L5V - 52WeekReturnSTDEVLow
H5W - 52WeekReturnSTDEVPctReturnHigh
L5W - 52WeekReturnSTDEVPctReturnLow
H5E - 52WeekHighSharpe
L5E - 52WeekLowSharpe
H5O - 52WeekHighSortino
L5O - 52WeekLowSortino
H5D - 52WeekHighRiskReward
L5D - 52WeekLowRiskReward
H5I - 52WeekHighInformation
L5I - 52WeekLowInformation
H5Y - 52WeekHighTreynor
L5Y - 52WeekLowTreynor
H5A - 52WeekHighAlpha
L5A - 52WeekLowAlpha
H5B - 52WeekHighBeta
L5B - 52WeekLowBeta
H5F - 52WeekHighBetaUp
L5F - 52WeekLowBetaUp
H5G - 52WeekHighBetaDown
L5G - 52WeekLowBetaDown
H5K - 52WeekHighActiveRisk
L5K - 52WeekLowActiveRisk
H5M - 52WeekHighMSquared
L5M - 52WeekLowMSquared
PRA - PriceATR
PRP - PriceATRPctPrice
REA - ReturnATR
RER - ReturnATRPctReturn
We provide various continuing education solutions for improving your knowledge about markets, global finance and portfolio management while simultaneously earning your cont-ed credits required for your continuous registration and maintenance of permits with financial services regulators.
You can access superior financial technology, customized model portfolio solutions as well as educational services and periodic market forecasts in one single, all-encompassing package.