Chapter 12: Analyzing Conventionally Managed Products

In this section

• Conventionally Managed Products
  Explore the fundamentals, structures, and practical considerations of conventionally managed investment products under Canadian regulations, focusing on transparency, professionalism, and suitability.
• The Role of Conventionally Managed Products in Investment Management
  Discover how conventionally managed products—like mutual funds and closed-end funds—serve as essential components in portfolio construction, providing professional management, liquidity, and flexibility for a wide variety of investment strategies.
• Mutual Funds Explained: Open-End Structure, Types, and Key Considerations
  Discover the ins and outs of Mutual Funds, including their open-end structure, advantages, drawbacks, and how they're regulated in Canada.
• Closed-End Funds
  A comprehensive look at the structure, trading mechanics, advantages, and drawbacks of closed-end funds, including their pricing, liquidity, and regulatory considerations in Canada.
• Wrap Products
  A comprehensive exploration of wrap products, their structure, benefits, drawbacks, and best practices for investors seeking an all-inclusive approach to portfolio management.
• Overlay Management: Coordinated Asset Allocation and Risk Control
  Explore how overlay management aligns multiple sub-portfolios under a single strategy to optimize risk control, reduce costs, and enhance reporting.
• Fees and Turnover
  Explore the essential aspects of fees and turnover in conventionally managed products, learn how they reduce or impact net returns, and discover strategies and real-world examples for informed investment decisions.
• The Relationship Between Taxes and Returns on Conventionally Managed Products
  Discover how taxes impact your net returns on conventionally managed products, including mutual funds and closed-end funds. Explore tax-efficient distribution strategies, asset location, and practical examples that illuminate real-world implications for advisors and investors alike.