Closet indexing is a strategy in which an active portfolio manager closely mimics the portfolio’s benchmark index. This can be unfavourable for investors because they are paying higher management fees for a portfolio that achieves a return profile similar to the benchmark index.  

This article takes a closer look at closet indexing and discusses why it matters as well as useful methods to protect yourself, as an investor, from active portfolio managers who are closet indexers.

The internet is oversaturated with articles that tout the advantages of robo-advisors. And yet, high net worth Canadians continue to entrust their wealth to traditional investment managers. This article discusses why traditional investment management firms are here to stay, and the benefits of actively managed portfolios.

The following article discusses important actions you should take with excess savings, so that you do not miss an opportunity to grow your wealth. It also examines the different choices you have, so you can make practically effective and personally fulfilling decisions in handling your excess savings.