Hatem Zarrouk of National Bank Investments weighs in on how geopolitical risks impact real estate investment strategy.
Real Estate Diversification
Hatem Zarrouk of National Bank Investments discusses the risks involved in real estate investing and how to mitigate them.
Real Estate Investing
Hatem Zarrouk of National Bank Investments discusses how real estate rose in popularity and how it provides income and risk management.
MASTERCLASS: Real Estate - July 2019
Real assets encompass a range of investment options that offer diverse benefits. Incorporating alternative investments into a portfolio can protect investors against volatility and downside risk. In this Masterclass, 3 experts discuss why real estate has become such an important element of an investor's portfolio. Hatem Zarrou, Regional Vice President of Sales at National Bank Investments Kim Inglis, Financial Advisor and Associate Portfolio Manager at Raymond James Dennis Mitchell, Chief Executive Officer and Chief Investment Officer at Starlight Capital.
BentalGreenOak Closes Merger, Sun Life Completes Acquisition
Sun Life Financial completed its acquisition of a majority stake of real estate investment firm BentalGreenOak. Vertex One Asset Management announced changes to its mutual fund lineup. The big banks joined forces with federal authorities in a new initiative that would coordinate the financial sector’s response to major incidents.
Powering ESG with Data: Meet the S&P DJI ESG Scores
Explore how a powerful new data set is redefining the ESG toolkit. S&P DJI’s Mona Naqvi and RobecoSAM’s Manjit Jus discuss what’s captured by S&P DJI ESG Scores, how they work within the S&P DJI ESG Indices, and other ways investors can use this data to inform their ESG decisions.
Integrating ESG Values into the Core
How can market participants improve ESG performance while retaining broad market exposure without sacrificing performance? S&P DJI’s Mona Naqvi and UBS Asset Management’s Andrew Walsh discuss recent developments in Core ESG, including the S&P 500® ESG Index.
Exploring the Low Volatility Anomaly
What’s driving the continued rise of low volatility strategies globally? S&P DJI’s Tim Edwards and Craig Lazzara challenge conventional wisdom about risk and return while discussing findings from our latest research on the low volatility anomaly.
A Closer Look at S&P 500 ESG
Explore a new path to core with S&P DJI’s Mona Naqvi and discover how the design and data behind our new S&P ESG Indices can help investors fulfill ESG objectives and values, without compromising investment objectives.
Matching Risk Tolerance to Buffers on the S&P 500
How could index-based defined outcome strategies help advisors manage risk and align to client risk tolerance? S&P DJI’s Shaun Wurzbach joins Innovator ETFs’ Bruce Bond, and Milliman’s Adam Schenck and Matt Kaufman to discuss the potential role of S&P 500 buffer strategies as risk management tools.
Active Smart Beta: Separates Emotions From Execution
SmartBe Wealth's Manager of Client Relations, Eric Contreras, discusses the role of technology in automating tasks in wealth management and lowering costs and fees for investors.
Addressing Volatility by Sticking to the Retirement Plan
How are some wealth managers combining active and passive to meet retirement plan objectives? S&P DJI’s Shaun Wurzbach joins Accelerated Wealth’s Bill Walton and Peak Capital Management’s Geoff Eliason to discuss managing risk and staying the course while planning for retirement.