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NEWSLETTER SUBSCRIPTION

Published quarterly, the CFA Montreal newsletter is an online publication offering content that is both interesting and beneficial to our professionals. Offering exclusive interviews, opinion pieces, information about the Society’s events and activities, industry appointments and personalities, market outlook news, and articles on a wide variety of subjects, the newsletter aims to spur ongoing dialogue among professionals in the Montreal financial industry.
We invite you to send us your areas of interest and ideas for articles. You are also welcome to submit texts you have written and wish us to consider for publication.*
*CFA Montreal reserves the right to decide whether or not to publish articles and to request revisions if it judges that the subject matter represents a sensitive issue or one that may negatively affect the Society or its members.
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CFA Montréal is pleased to make available these two series of informative and educational fact sheets for investors and professionals in the financial services industry.

Titled INVESTMENT PRINCIPLES, the documents developed for investors aim to help understand the key elements of retirement planning and thus avoid making the most common types of investment error. They also intend to enrich the communication between investors and the financial professionals to whom they entrust their investments.

The documents written for professionals aim to contribute to acquired knowledge and increase financial literacy.

 

 
INVESTMENT PRINCIPLES
Introduction
The Power of Time and Returns
The Impact of Fees
The Impact of Taxes
The Impact of inflation
The Impact of Diversification and Risk
The role of an advisor
The Investor’s Tolerance for Risk
What Drives Market Returns
How to Diversify
Building Portfolios
The Income I Can Expect From My Savings
Putting it All Together
Download all the sheets
INVESTMENT PRINCIPLES
INTRODUCTION
Why saving is important
THE IMPACT OF TIME AND PERFORMANCE
THE IMPACT OF VOLATILITY
HOW DIVERSIFICATION REDUCES RISK AND ENHANCES COMPOUNDED RETURNS
THE FACTORS THAT DRIVE ASSET RETURNS AND THE EFFICIENCY OF DIVERSIFICATION
DIFFERENT WAYS PORTFOLIOS CAN BE DIVERSIFIED
THE IMPACT OF THE CURRENCY AND COUNTRY OF ORIGIN ON GLOBAL DIVERSIFICATION REQUIREMENTS
THE ACTIVE-PASSIVE DEBATE
HOW TO REBALANCE
THE IMPACT OF FEES
THE IMPACT OF TAXES
THE IMPACT OF INFLATION
THE ROLE OF ADVISORS
UNDERSTANDING MY RISK PROFILE
BUILDING A PORTFOLIO
HOW MUCH MUST BE SAVED TO RETIRE WELL
FINANCIAL RISKS, RISK MITIGATION, AND COMMON SENSE
Download All the sheets



ESSENTIALS OF A MORE SECURE RETIREMENT

CFA Institute is a champion for ethical behavior in investment markets and a respected source of knowledge in the global financial community. Our goal is to create an environment where investors’ interests come first and markets function for the benefit of society. We have created the “Essentials of a More Secure Retirement” to highlight key principles and practices that will help individual investors achieve a more secure retirement.
 
Essentials of a more secure retirement
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