Research and Interesting Articles
Links are provided below to academic research and articles on economics pensions, taxation, risk management, investing, governance, legislation, etc. that may be useful, or of interest, and may have been used in preparing the Newsletters or the PensionAdvisor publications
Articles
#1 Bias in measuring Canadian CPI
#2 US Litigation Re: 401K plans
#3 US Pension issues and articles -- Advisor site
#4 How accounting can impact stock prices
#5 Executors duties RE Tax
#6 Fiducairy Duty - Retail Client providers
#7 Canadian ETF Market growth 2021
#8 Target Benefit plan Regulation is missing
#1 Bias in measuring Canadian CPI https://www.banqueducanada.ca/wp-content/uploads/2010/02/wp05-39.pdf
#2 Centre for Retirement Research- Boston University 401K litigation https://crr.bc.edu/wp-content/uploads/2018/04/IB_18-8.pdf
#3 US Pension issues and articles https://mail.google.com/mail/u/1/?tab=rm0&ogbl#inbox/WhctKKXPfkLmGCmthJfqcVhtCCrtLkgCdPKjZHhtZNlkLGRsRlJbkMtbKJMCxSgtsWdZRtV
#4 How Accounting Impacts Stock prices https://www.advisor.ca/magazine-archives_/advisors-edge_/finding-the-tipping-point-of-stock-collapses/?utm_source=EmailMarketing&utm_medium=email&utm_content=advisor'sedge&utm_campaign=AM_Bulletin
#5 Executors duties RE Tax https://www.mondaq.com/canada/income-tax/1162992/heads-up-executor39s-tax-compliance-responsibilities-on-death?email_access=on
#6 Fiducairy Duty - Retail Client providers https://www.advisor.ca/news/industry-news/judges-disagree-over-fiduciary-duty-claim/?utm_source=EmailMarketing&utm_medium=email&utm_content=advisor'sedge&utm_campaign=AM_Bulletin
#7 Canadian ETF Market growth 2021 https://info.cerulli.com/rs/960-BBE-213/images/Cerulli-White-Paper-Canadian-ETF-Market-Wrap-Up-2022.pdf?mkt_tok=OTYwLUJCRS0yMTMAAAGC6a7rRn32YMH8N9Jm1g9XRhMuiWq-ZbM2UrwTN9Kxf5JCQfIGQVRvFTXsYJ1f98jEmzqssZC61bgHZFaDmvBmimp1WLWkhg6iC8hCRw
#8 Target Benefit plan Regulation is missing https://www.cdhowe.org/public-policy-research/challenges-facing-target-benefit-plans-changes-are-needed-provincial-pension