Browse IMT

Chapter 4: Investment Management Today

In this section

  • Fintech
    Explore how innovative digital tools, from AI-driven advisory to blockchain-based ledgers, are reshaping investment management and transforming advisor-client interactions.
  • Robo-Advisory Services
    Discover how robo-advisors are reshaping portfolio management through automation, algorithm-driven asset allocation, and streamlined client experiences, all under evolving Canadian regulations.
  • Smart Beta ETFs
    A comprehensive exploration of Smart Beta ETFs, including factor investing fundamentals, rules-based strategies, real-world examples, and regulatory considerations for Canadian advisors.
  • Responsible Investment
    Explore how Responsible Investment (RI) strategies integrate ESG considerations into modern investment decisions, discussing approaches, best practices, regulatory frameworks, and real-world examples with a friendly, conversational touch.

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Chapter 3: Asset Allocation and Investment Strategies
Chapter 5: Equity Securities