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Question of the month

Question: How to disclosure an intended utilization of leverage within investment approach?

Answer: Leverage must be disclosed in both the composite description and as a separate disclosure.

  1. In the composite description, the firm discloses its ability to use leverage: “The strategy is designed to optimize returns by employing up to 100% leverage, allowing the firm to magnify its investment positions.”.
  2. As part of the separate disclosure, the firm discloses the leverage that has been utilized: 'Since the inception of the strategy, the average leverage has been 100% of the portfolio value. It is important to note that during the year 2020, the average leverage spiked to 200%. This elevated level of leverage significantly amplifies sensitivity to market volatility, creating the potential for substantial realized gains and/or losses."

Word of the month

LEVERAGE is an investment strategy of using borrowed money—specifically, the use of various financial instruments or borrowed capital—to increase the potential return of an investment.
Leverage can also refer to the amount of debt a firm uses to finance assets. community.

Event of the month

Now, more than ever, our world cries out for peace. This year, the theme is "Actions for Peace: Our Commitment to the #GlobalGoals", a summons that underscores our joint and individual duties to nurture peace.
I wanted to draw your attention to 3 FREE virtual EDI sessions:
Jan 17th 2024 - Indigenous Cultural Safety For Professionals
Jan 25th 2024 - Anti-Islamophobia 101
Jan 24th 2024 - Behind Microaggressions .

Picture of the month

For 93 years, Fairmont Le Château Montebello has been known as the true Canadian experience, the world’s largest log cabin nestled in Quebec, marks an idyllic retreat midway between the vibrant cities of Montreal and Ottawa. Discover tranquility in the heart of nature at this historic and charming destination, where the majestic surroundings set the stage for an unforgettable experience. See it on Google maps