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Kimberly Yip Woon Sun

Jun 17, 2021
Canadian ETFs: May’s Launches

At the end of May, the Canadian ETF Industry reached assets under management of $297 billion. The ETF product line-up keeps on expanding with new ESG and sector ETFs, including Canada’s first Shariah-compliant ETF. Wealthsimple…

Kimberly Yip Woon Sun
Jun 09, 2021
ESG Integration

ESG integration is the explicit inclusion of ESG risks and opportunities into traditional financial analysis and investment decisions based on a systematic process and appropriate research sources. In other words, it refers to considering material ESG issues in addition to other traditional financial metrics when…

Kimberly Yip Woon Sun
May 18, 2021
Canadian ETFs: April’s Launches and Terminations

Cryptocurrency flooded the Canadian ETF market this month with fifteen ETF listings. The World’s first Ethereum ETFs hit the industry on April 20th. Shortly after, multiple other providers issued their own Ether ETF, some racing to attract investors by waving management fees.  Investors…

Kimberly Yip Woon Sun
Apr 19, 2021
Canadian ETFs: March’s Launches and Terminations

The Canadian ETF Industry ended the first quarter of 2021 with assets under management of $278 billion. The number of new ETF listings keeps on increasing with 23 new listings added in March.  RBC iShares expanded its Sustainable ETFs suite…

Kimberly Yip Woon Sun
Mar 12, 2021
Canadian ETFs: February’s Launches and Terminations

At the end of February, the Canadian ETF Industry reached a new record high of $270 billion in assets under management. The number of ETFs listed in Canada continues to grow as we welcome the World’s first Bitcoin ETF. Once more, Canadian regulators prove to be more…

Kimberly Yip Woon Sun
Mar 01, 2021
Why Integrate ESG in the Portfolio Selection Process?

Try ESG Analytics Now Sustainable investing has gained traction over the past few years. According to Morningstar Research Inc., more than $1.5 billion was invested in Canadian sustainable funds in the fourth quarter of 2020…

Kimberly Yip Woon Sun
Feb 25, 2021
ESG Analytics

Inovestor partnered with Sustainalytics, the largest pure-play investment research and ratings firm dedicated to responsible investment and ESG research, with over 25 years of experience in ESG and corporate governance. This new add-on provides a…

Kimberly Yip Woon Sun
Feb 16, 2021
Canadian ETFs: January’s Launches and Terminations

The Canadian ETF industry reached $260 billion in assets under management at the end of January. The Canadian ETF product line-up continues to expand. New solutions consist mostly of thematic ETFs to cater to changing…

Kimberly Yip Woon Sun
Nov 27, 2019
Number Cruncher Extra – Eleven industrial stocks that meet our criteria in the...

In last week’s Number Cruncher written for the Globe and Mail, we looked at high quality industrial names whose short-term operational returns continue to improve. The first company that came up on our screen was…

Kimberly Yip Woon Sun
Nov 08, 2019
Canadian ETFs: Increased Competition Lead To Lower Fees And An ETF Provider To E...

In this research report created this month for The Globe And Mail, we look at Canadian ETFs: October’s launches and terminations. As competition is getting increasingly fierce, the cost of ETFs is becoming lower and lower. An…

Kimberly Yip Woon Sun
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