Category Strategy

“A Canadian’s best tax haven: The US” by Robert Keats

Despite the recent story about one of the Facebook founders giving up his US citizenship to move to Singapore for tax reasons, according to Robert Keats, in his latest book, he suggests that for Canadians in search of a tax haven (and warmer climate) US is the superior destination compared to traditional tax havens; and […]

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The Pursuit of Risk Management

 In a Nutshell Risk is unavoidable; it is part of life. There are known, unknown and unknowable risks. The best we can hope for is to undertake the pursuit of risk management, in order to minimize the impact to the best of our understanding and abilities. -the probability and financial impact of a risk determines […]

Fiduciary

Fiduciary In a nutshell In the simplest terms, a fiduciary duty requires the fiduciary to place the interests of the client ahead his own (or his employer’s or shareholder’s or anyone else’s). There are no shades of grey here: this is not about moral but legal obligation, it’s not about disclosing that you have a […]

Risk perspectives: What is risk? Its measurement, dimensions, modeling (asset classes, risk factors and regimes)

Risk perspectives: What is risk? Its measurement, dimensions, modeling (asset classes, risk factors and regimes) In a nutshell  After getting walloped twice in a decade with massive market crashes, suddenly everybody is interested in the subject of risk. You’ll find below a collection of perspectives on risk: what it is and attempts at measuring and […]

Insurance: Insure or self-insure? Public or mutual?

Insurance: Insure or self-insure? Public or mutual? In a nutshell Are you getting good value for your insurance dollar? Some are wondering why things seem to have deteriorated over the past decade. Why are load-factors (the percent of premium not paid out in claims, typically 10-55%) so high? Insurance: how it used to be historically […]