Chapter 13: Alternative Managed Products

In this section

• Principal-Protected Notes (PPNs)
  Explore how Principal-Protected Notes (PPNs) combine zero-coupon bonds and market-linked derivatives to offer conservative investors a potential for gains while safeguarding capital.
• Hedge Funds: Strategies, Risks, and Opportunities in Alternative Investments
  Explore how hedge funds operate, the strategies they deploy, the Canadian regulatory environment, and key considerations for investing in these alternative structures.
• Liquid Alternative Funds (Alternative Mutual Funds)
  Discover how Liquid Alternative Funds combine hedge-fund-like strategies with daily liquidity and robust regulatory frameworks to unlock sophisticated investment opportunities for retail investors.
• Closed-End Funds – Everything You Need to Know
  Discover how closed-end funds (CEFs) operate, their unique pricing dynamics, and their potential role in a Canadian investor’s portfolio. Explore strategies, regulations, real-world examples, and best practices to navigate premiums, discounts, and liquidity considerations.
• Exchange-Traded Funds (ETFs)
  Explore how Exchange-Traded Funds (ETFs) blend the benefits of mutual funds with the flexibility of stocks. Learn about their creation/redemption mechanism, cost structures, liquidity considerations, and best practices for selecting ETFs in the Canadian financial marketplace.
• Segregated Funds
  Explore how segregated funds in Canada blend investment growth with insurance guarantees, offering creditor protection, estate planning benefits, and unique maturity or death benefit features.