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Five Simple Ways to Get the Most Out of Your Wealth Manager

December 1, 2016 BY

Are you getting your money’s worth with your current wealth manager? Here are five simple ways to make sure your advisor is working for you:

Read Your Performance Reports

Or demand them! Your wealth manager should be sending you a report on how your portfolio performed at least every quarter. Not only should this report show your account values but it should compare how your portfolio … Read more

POSTED IN: blog

2016 Q3 Market Outlook and Strategy Report

November 7, 2016 BY

Today we distribute our Q3 investment report, which summarizes how the market unfolded during the quarter and what portfolio strategies we are pursuing.

We also focus our attention  on trade politics and the Presidential election, with an attempt to review who have been the winners and losers of the massive increase in global trade over the last 20 years, and why we are seeing more opposition … Read more

CEO Leigh Bivings Receives 2017 Five Star Wealth Manager Award

October 21, 2016 BY

Artemis is pleased to announce that CEO Leigh Bivings has again been named a recipient of the  Five Star Wealth Manager Award. The Five Star Wealth Manager designation is given to select wealth managers in 45 markets throughout the U.S. and Canada. The purpose of the award is to differentiate those wealth managers who excel in client retention and satisfaction.

The Five Star Professional research

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POSTED IN: blog

Active vs. Passive Investing: Another Nail in the Coffin

September 20, 2016 BY

S&P Global just published its semi-annual report on fund manager returns and the results must make stock-pickers cringe.  For the year ending June 30th, 2016 a whopping 90.2 per cent of the actively-managed US mutual funds that invest in domestic equities were beaten by their benchmarks when the returns are calculated net of fees.  Let’s remember, this last year was highly volatile with a market swoon … Read more

POSTED IN: blog, Investing

2016 Q2: Market Outlook and Strategy Report

September 20, 2016 BY

In this quarterly update, we take a closer look at the history of value investing, a key tenet in Artemis’s approach to investing. It is no secret that value investing has underperformed growth investing sharply over the last five years, and some investment analysts are now saying that such underperformance proves that in today’s world value investing no longer works.

We still believe in value investing. … Read more

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