Investor Education

A diversified portfolio and a long-term strategy can better-shield investors from unpredictable changes in the market.

That hot stock is catching your eye, but a slow and steady investing strategy may ultimately win the race.

There’s an old saying that goes, “Don’t put all of your eggs in one basket.”

“When it comes to investing, those are wise words to live by,” says Paul Moroz, a director and the deputy chief investment officer at Mawer Investment Management Ltd. “Diversification in a portfolio can protect an investor from market fluctuations and mitigate volatility.”

Can you have your cake and eat it, too?

“An investor needs to do very few things right as long as he or she avoids big mistakes.”
—Warren Buffet

The investors who produce the flashiest of returns, usually do so in the unflashiest of ways.

The Mawer Balanced Fund and the Mawer Tax Effective Balanced Fund hold the same allocation of securities. The primary difference lies in the minor variances in tax strategies applied within the Tax Effective Fund.

The Mawer Global Balanced Fund leverages our global equity platform for capital allocation, combined with an innovative “stock by stock” approach to risk management in order to improve portfolio resiliency. And while the Fund was launched in 2013, it really was almost 40 years in the making...

A tax-effective approach to investing makes sense because it can minimize taxes and provide investors with the ability to compound those savings in future years. At Mawer we use multiple strategies to manage taxable mandates in order to maximize after-tax returns.

A common question from investors is, “Why are my fund’s returns different from the market?” There are a few factors that make it misleading to look at the markets and then expect to see a mirrored reflection in your fund.

A diversified portfolio and a long-term strategy can better-shield investors from unpredictable changes in the market.

Arriving at that ideal number for your retirement is more than just deciding on a large number with many zeros. It takes an understanding of factors that can affect the spending power of your retirement income.

That hot stock is catching your eye, but a slow and steady investing strategy may ultimately win the race.

There’s an old saying that goes, “Don’t put all of your eggs in one basket.”

“When it comes to investing, those are wise words to live by,” says Paul Moroz, a director and the deputy chief investment officer at Mawer Investment Management Ltd. “Diversification in a portfolio can protect an investor from market fluctuations and mitigate volatility.”

Can you have your cake and eat it, too?

Death and taxes—two things that can’t be avoided. But by understanding the three key concepts below, investors may be able to reduce that tax bill.

A little knowledge about the process and the rules surrounding beneficiaries can help you make your decision.

How your RRSP can help you buy a home or get an education.

Start building your retirement plan by answering these 10 questions.

You may be doing your portfolio no favours by being overly conservative.

The Mawer Balanced Fund and the Mawer Tax Effective Balanced Fund hold the same allocation of securities. The primary difference lies in the minor variances in tax strategies applied within the Tax Effective Fund.

The Mawer Global Balanced Fund leverages our global equity platform for capital allocation, combined with an innovative “stock by stock” approach to risk management in order to improve portfolio resiliency. And while the Fund was launched in 2013, it really was almost 40 years in the making...

A tax-effective approach to investing makes sense because it can minimize taxes and provide investors with the ability to compound those savings in future years. At Mawer we use multiple strategies to manage taxable mandates in order to maximize after-tax returns.

A common question from investors is, “Why are my fund’s returns different from the market?” There are a few factors that make it misleading to look at the markets and then expect to see a mirrored reflection in your fund.

“An investor needs to do very few things right as long as he or she avoids big mistakes.”
—Warren Buffet

The investors who produce the flashiest of returns, usually do so in the unflashiest of ways.