NEWS & UPDATES

PUBLICATIONS

SUCCESSFUL INVESTING IS A PROCESS BY JACQUES LUSSIER

UPCOMING BOOK BY JACQUES LUSSIER & HUGUES LANGLOIS

 

RESEARCH & STUDIES

PRESENTATION

  • Presentation about IPSOL

    Integrating all sources of performance to build the most efficient portfolio solutions.

    >  DOWNLOAD PRESENTATION

 

ROADMAPS

  • 2014-01 | The Value of an Integrated Portfolio Solution

     Many different portfolio solutions and products are available to investors. Some focus on the aspect of risk while others aim at capturing different risk premiums. Finally some portfolio solutions seek to profit from investors’ behavioural biases. Yet, we usually ignore how these different sources of performance are related to each other.

    >  DOWNLOAD ROADMAP

  • 2014-02 | The Roadmap to Sustainable Excess Performance

    Attempting to forecast exactly which securities, sectors or asset classes will outperform in the near future is not the primary source of sustainable excess performance for most successful portfolio managers, despite their beliefs. Rather, sustainable outperformance is explained by the implementation of smart diversification approaches.

    >  DOWNLOAD ROADMAP

  • 2014-03 | Risk Management Improves the Odds of Meeting Investment Goals

    Investors often target different objectives. For some, the main goal is to maximize long-term returns while capping the downside volatility. Others want to diversify their exposure away from the broad equity market risk or seek to generate an excess return against inflation. Risk-Based Asset Allocation is a powerful tool that can help meet these objectives.

    >  DOWNLOAD ROADMAP

  • 2014-04 | An Integrated Approach to Equity Investing

    Since we do not know what the market will throw at us in the future, we should adopt an approach that integrates ALL factors associated with long-term performance. This document presents our approach in the context of US equity portfolios.

    >  DOWNLOAD ROADMAP

  • 2014-05 | Currency Exposure & Hedging - Not All Currencies are Created Equal

    Many investors either do not hedge or adopt what is often wrongly assumed to be a neutral approach by hedging 50% of their currency exposure. This paper discusses the pertinent variables of a long-term currency exposure policy and provides general orientations on how to establish the relevant parameters of a currency exposure/hedging program.

    >  DOWNLOAD ROADMAP

  • 2014-06 | Comparing Style Premia and MAC Approaches

    Investors Often Seek Investments Having Low Correlation to Hedge their Market Risk. However, Risk Management Processes Can Deliver Similar Long-term Benefits at a Lower Cost and Without the High Leverage.

    >  DOWNLOAD ROADMAP

  • 2015-01 | Diagnostic of Dividend Based Indices

    Due to the low interest rates and disappointing results offered by traditional active management, many institutional investors and pension funds are looking for alternative solutions. This document presents the pros and cons associated with index designs adopting a dividend tilt and explores different implementation modes.

    >  DOWNLOAD ROADMAP

 

WORKING PAPERS AND ARTICLES

STRUCTURE & PERFORMANCE

PRODUCT REPORTS

PRESS RELEASES, REVIEWS & ARTICLES:

  • JULY 2014 | "Successful Investing is a Process"Review -  CFA Institute

    Book review of Jacques Lussier's "Successful Investing is a Process" by Mark S. Rzepczynski, CFA Institute .

    [...] This one book contains all the relevant research evidence on active portfolio management. Indeed, Lussier almost overwhelms the reader with evidence in an attempt to be thorough, upsetting the balance between helping the reader and providing completeness. . [...]

    >  READ REVIEW

  • FEBRUARY 2014 | "IPSOL Capital: un nouveau joueur en ville" - Finance et Investissement

    FRENCH VERSION ONLY

    Article by Léonie Flamme-Savoie, Finance et Investissement.

    Durant le mois de mars, IPSOL Capital, une toute nouvelle société de gestion basée à Montréal, commencera à gérer son tout premier mandat institutionnel.

    C'est le rêve de Jacques Lussier qui prend forme après un an de travail [...]

    >  READ ARTICLE

  • SEPTEMBER 2013 | "Successful Investing is a Process"Review -  Journal Of Investment Management

    Book review of Jacques Lussier's "Successful Investing is a Process" by Bruce Grantier, the Journal of Investment Management .

    [...] Needless to say, this book is recommended reading for anyone remotely interested or involved with investment management: pension plan managers and sponsors, investment managers, investment consultants, financial advisors, and high net worth individual investors and their advisors who have an appetite for high-quality investment management advice on process. [...]

    >  READ REVIEW

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PRESS RELEASES

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