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SUCCESSFUL INVESTING IS A PROCESS (INVESTIR ET RÉUSSIR FONT PARTIE D'UN PROCESSUS) PAR JACQUES LUSSIER - version anglaise

PROCHAIN LIVRE PAR JACQUES LUSSIER & HUGUES LANGLOIS

ARTICLES DE RECHERCHE

PRÉSENTATION

 

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.

    >  TÉLÉCHARGER CE DOCUMENT

  • 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.

    >  TÉLÉCHARGER CE DOCUMENT

  • 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.

    >  TÉLÉCHARGER CE DOCUMENT

  • 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.

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  • 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.

    >  TÉLÉCHARGER CE DOCUMENT

  • 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.

    >  TÉLÉCHARGER CE DOCUMENT

  • 2015-01 | Analyse Comparative des Indices Dividendes

    En raison de la faiblesse des taux d’intérêts et des résultats décevants offerts par la gestion active traditionnelle, plusieurs investisseurs institutionnels et caisses de retraite sont à la recherche de solutions. Le présent document présente les avantages et inconvénients associés à une approche à biais de dividendes et en explore les différents modes d’opérationnalisation.

    >  TÉLÉCHARGER CE DOCUMENT

 

ARTICLES

STRUCTURE & PERFORMANCE

RAPPORTS DE PERFORMANCE

COMMUNIQUÉS DE PRESSE, ARTICLES & CRITIQUES

  • JUILLET 2014 | Critique de "Successful Investing is a Process" -  CFA Institute

    VERSION ANGLAISE SEULEMENT

    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. . [...]

    >  LIRE LA CRITIQUE

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

    Article par 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 [...]

    >  LIRE L'ARTICLE

  • SEPTEMBRE 2013 | Critique de "Successful Investing is a Process"- Journal Of Investment Management

    VERSION ANGLAISE SEULEMENT

    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. [...]

    >  LIRE LA CRITIQUE

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