On September 9, 2024, the Canadian Association of Pension Supervisory Authorities (CAPSA) released Guideline No. 3 – Guideline for Capital Accumulation Plans (CAP Guideline), replacing the 2004 ...

Investment risk refers to the potential for an investment to experience a loss or deviation from its expected return and can come from a variety of places. All investments carry some level of risk ...

Balancing a portfolio involves allocating your assets—i.e., stocks, bonds, real estate, and cash—in a way that aligns with your financial goals, time horizon, and risk tolerance. The goal is to ...

Portfolio risk management tools are an essential part of your firm's tech stack. These platforms help you spot risks, compare exposures, and adjust portfolios to match each client's risk tolerance and ...

As Zephyr’s Market Strategist, Ryan Nauman provides thought-provoking analysis and research on market trends across asset classes, sectors, and regions to help empower better asset allocation strategy ...

What is a risk management framework? Implementing the principles and guidelines of a risk management framework (RMF) is not just an effective way to manage current risks, it also provides a structured ...

TPA allows investors to better manage investment trade-offs, such as liquidity, costs and alpha, and has public and private ...

Financial institutions adopting AI must balance innovation with regulatory scrutiny, data protection and operational risk.

Investment advice refers to professional guidance provided by financial experts, such as financial planners or investment advisors, on how to invest your money in a way that aligns with your financial ...