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