PUR Investing Inc.
The INDIVIDUAL INVESTOR
Responsibility for savings and investment has shifted to the individual, and individuals want solutions that address their personal needs. Netflix gives subscribers power over choice and time; Apple gives iPhone and iPad users control over information's form and function. The investment industry has not kept pace. Investments still revolve around products not the investor.
Capital market volatility and interconnected global markets challenge conventional tools and products. Trusted advisors, banks and mutual fund companies have abrogated their responsibility to each client by failing to address individual needs to meet the new reality.
The new generation investor is self-reliant, knowledgeable and driven.
PUR offers individual investors :
Tailored portfolio management solutions, from a fully-managed discretionary portfolio capability to providing sophisticated (ETF) screening tools and guidance for do-it-yourself investors.
- Lower costs mean higher returns;
- Smart management means managing your portfolio with less worry through ups and downs;
- Risk floor means less anxiety particularly when things get crazy;
- More information means knowing what's going on and how you're doing all the time;
- Web-based link to manager means answers to your questions directly from the professional decision-makers.
Less worry, less anxiety and better understanding means more confidence.
Who Is PUR Investing
PUR Investing Inc, a software development firm and registered portfolio manager with the Ontario Securities Commission, is 100% owned by its principals. PUR is focused on getting individuals to their personal goals and improving their investment outcomes by using low cost products, like ETFs, and by monitoring and managing risk in a more systematic and disciplined way.
Mark S. Yamada
In 1941, my father was an art student working in a photographic studio near Main and Powell Streets in downtown Vancouver. A mother and her young daughter from south-western Ontario had their portraits taken on their way to a summer vacation in California. When they returned a few months later...
In 1999, I joined two other software engineers to start a company to develop software for the financial services industry. At the time, we believed that the reporting software available to the financial services industry was woefully inadequate...
Our strength as a team comes from the fact that we all share the same value system. In a sentence or two, it comes down to something as simple as doing the right thing for your client. We have often said that if your clients are happy, everything else will be fine. Of course those values didn't just fall out of the sky...
Introduction to PUR : ETF Investing
ARTICLES FOR ADVISOR'S EDGE REPORT
2013 : Archive of articles (PDF)
2012 : Archive of articles (PDF)
2011 : Archive of articles (PDF)
2010 : Archive of articles (PDF)
2014 September : Pensions and Your Portfolio - Rob Carrick (GlobeAdvisor.com) - Do Bonds Fit
2013 February : Online Trading - Peter Kent (Financial Post) - Have I Got An Algorithm For You
2012 October : Portfolio Strategy - Rob Carrick (Globe & Mail) - Target Maturity ETFs : Taking Aim at Bigger Bond Returns
2012 October : ETF Investing -
How Advisors Using ETFs Can Add Value For Their Clients (see pg13)
2011 May : Canadian ETF Watch -
Maslow's Hammer : An ETF Screener for Portfolio Managers (pgs 34-36)
2011 March : Canadian ETF Watch -
The Evolving Revolution of ETFs : What's Next and Why (pgs 6-8)
2009 : Euromoney Handbook -
‘Are We There Yet?': The Dynamic Risk Glide Path Approach to Target Date Fund Construction
2008 : Euromoney Handbook -
A Priest, A Wrestler and A Duck: Surprising New ETF Applications For Private Clients
ESSAYS BY PUR
The Early Years (2007 - 2009) :
A Collection of Articles (PDF)
ON THE AIR
BNN (2014 Aug29)
How to Hedge Risks With ETFs
TMX ETF Masters (2013 Sep17)
ETF Strategies for Institutional and High Net Worth Investors