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.