Browse IMT
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- 1.1 The Seven Steps of the Portfolio Management Process
- 1.2 Information Required by Regulation and Law
- 1.3 How Investment Advisors Can Learn About Their Clients
- 1.4 How Investment Advisors Can Determine Investment Objectives and Constraints
- 1.5 How an Investment Advisor Can Craft an Investment Policy Statement
- 1.6 Communication Skills an Investment Advisor Needs
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- 2.1 What Is Behavioural Finance?
- 2.2 The Relevance of Behavioural Finance to the Investment Advisor
- 2.3 Risk Profile Questionnaires and Their Limitation
- 2.4 What Are Investor Biases?
- 2.5 What Are Investor Personality Types?
- 2.6 How an Investment Advisor Can Apply Bias Diagnoses When Structuring an Asset Allocation Program
- 2.7 Robo-Advisors and Behavioural Biases
- 2.8 Risk Tolerance vs. Risk Capacity (Additional Topic)
- 2.9 Incorporating Time Horizon in Risk Profiling (Additional Topic)
- 2.10 Ethical and Regulatory Considerations in Risk Profiling (Additional Topic)
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- 13.1 What Are Alternative Investments and Why Invest in Them?
- 13.2 Overview of Hedge Funds
- 13.3 Overview of Commodities
- 13.4 Overview of Real Estate
- 13.5 Overview of Infrastructure
- 13.6 Overview of Private Markets
- 13.7 Overview of Collectibles
- 13.8 Overview of Digital Assets
- 13.9 Ways to Invest in Alternative Investments
- 13.10 How Commodity Producers Manage Financial Risk
- 13.11 Ways to Invest in Real Estate
- 13.12 Ways to Invest in Private Markets
- 13.13 Ways to Invest in Digital Assets
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- 14.1 The Theoretical Basis for International Investing
- 14.2 The Size of the Global Equity Market
- 14.3 The Major International Equity Benchmarks
- 14.4 The Primary Advantages of International Investing
- 14.5 The Primary Disadvantages and Risks of International Investing
- 14.6 Foreign Investment Vehicles
- 14.7 The Skills Necessary for Effective International Investing
- 14.8 Do Asset Allocation Models Correctly Assess International Investment Opportunities?
- 14.9 Investing in Emerging and Frontier Markets
- 14.10 ESG and Responsible International Investing
- 14.11 The Impact of Free Trade Agreements and Global Institutions
- 14.12 Cultural and Ethical Considerations in International Markets
Chapter 4: Investment Management Today
In this section
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Fintech
Explore how innovative digital tools, from AI-driven advisory to blockchain-based ledgers, are reshaping investment management and transforming advisor-client interactions.
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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.
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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.
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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.
