InFocus Podcasts

Educational Series: A 4-Minute Deep Dive on Sector-Based Equity

In this In Focus Educational Series episode, Portfolio Manager Candis Fitch, CIM®, CIWM, explains the concept of sector-based equity strategic asset allocation, which is a strategy for setting targets or ranges for various economic sectors within the equity component of a portfolio.
Much like the episode on Strategic Asset Allocation (SAA), sector-based SAA uses many of the same principles to determine allocations – this time to economic sectors instead of asset classes. Allocating the equity component of a portfolio by sector instead of geography allows portfolio managers to better diversify portfolios as they are not limited to invest in securities within a specific geographical location. The world is very much a global economy, making it less important about where a company’s headquarters are located. She discusses how this approach can remove biases and helps IAIC to focus on the quality of the company in each sector vs just the geographical location. 
 
DISCLAIMER:   The material in this presentation has been prepared by Independent Accountants’ Investment Counsel Inc. (IAIC). Information in this presentation, including forecast financial information, should not be considered as advice or a recommendation to investors and does not take into account your particular investment objectives or financial situation. Before acting on any information, you should consider the appropriateness of the information and speak with one of our portfolio managers.  All securities and financial products or instrument transactions involve risks, including the risk of adverse or unanticipated market, financial or political developments and, in international transactions, currency risk.  This presentation may contain forward-looking statements, including statements regarding our beliefs on current expectations and market conditions. Readers are cautioned not to place undue reliance on these forward-looking statements.  IAIC does not undertake any obligation to publicly release the result of any revisions to these forward-looking statements to reflect events or circumstances after the date hereof to reflect the occurrence of unanticipated events. While due care has been used in the preparation of forecast information, actual results may vary in a materially positive or negative manner. Forecasts and hypothetical examples are subject to uncertainty and contingencies outside IAIC’s control.  Past performance is not a reliable indication of future performance.

Educational Series: A 4-Minute Deep Dive on Strategic Asset Allocation

In this episode of our In Focus Educational Series, Portfolio Manager, Candis Fitch, CIM®, CIWM, explains the concept of Strategic Asset Allocation (SAA), which is a portfolio strategy for setting targets across various asset classes such as fixed income or equities.
The size allocated to each asset class is determined by understanding a client's financial goals and objectives along with their risk tolerance and capacity. The importance of identifying the proper SAA is emphasized in this Podcast as it will ensure that the investments made in a client's portfolio align with their goals and objectives. Additionally, she discusses asset location as a strategy to take advantage of efficiencies by combining all household accounts and managing them under one SAA to create a more tax-efficient portfolio.
 
DISCLAIMER:   The material in this presentation has been prepared by Independent Accountants’ Investment Counsel Inc. (IAIC). Information in this presentation, including forecast financial information, should not be considered as advice or a recommendation to investors and does not take into account your particular investment objectives or financial situation. Before acting on any information, you should consider the appropriateness of the information and speak with one of our portfolio managers.  All securities and financial products or instrument transactions involve risks, including the risk of adverse or unanticipated market, financial or political developments and, in international transactions, currency risk.  This presentation may contain forward-looking statements, including statements regarding our beliefs on current expectations and market conditions. Readers are cautioned not to place undue reliance on these forward-looking statements.  IAIC does not undertake any obligation to publicly release the result of any revisions to these forward-looking statements to reflect events or circumstances after the date hereof to reflect the occurrence of unanticipated events. While due care has been used in the preparation of forecast information, actual results may vary in a materially positive or negative manner. Forecasts and hypothetical examples are subject to uncertainty and contingencies outside IAIC’s control.  Past performance is not a reliable indication of future performance.

Party Crasher or Life Saver?

In this episode of In Focus, Mike Gassewitz, President and CEO, sits down with Independent Accountants' Life Insurance Agency Inc. (IALIA) Vice President of Life Insurance & Living Benefits, Oliver Lee, B.Math to learn more about Oliver and his role and the firm's unique and powerful approach to supporting clients with their insurance needs.
 
 
DISCLAIMER:   The material in this presentation has been prepared by Independent Accountants’ Investment Counsel Inc. (IAIC) Information in this presentation, including forecast financial information, should not be considered as advice or a recommendation to investors and does not take into account your particular investment objectives or financial situation. Before acting on any information you should consider the appropriateness of the information and speak with one of our portfolio managers.  All securities and financial products or instrument transactions involve risks, including the risk of adverse or unanticipated market, financial or political developments and, in international transactions, currency risk.  This presentation may contain forward looking statements including statements regarding our beliefs on current expectations and market conditions. Readers are cautioned not to place undue reliance on these forward looking statements.  IAIC does not undertake any obligation to publicly release the result of any revisions to these forward looking statements to reflect events or circumstances after the date hereof to reflect the occurrence of unanticipated events. While due care has been used in the preparation of forecast information, actual results may vary in a materially positive or negative manner. Forecasts and hypothetical examples are subject to uncertainty and contingencies outside IAIC’s control.  Past performance is not a reliable indication of future performance.
 
DISCLAIMER:   The material in this presentation has been prepared by Independent Accountants’ Life Insurance Agency Inc. (IALIA). The information, opinions and recommendations presented in this Podcast are for general information only. It should not be considered as professional advice or a recommendation. Before acting on any information you should consider the appropriateness of the information and speak with one of our agents. 
IALIA is subsidiary of Independent Accountants’ Financial Group Inc. (IAFG).

A 9-minute update on the Investment Outlook with Joel Baker, CIM, MBA

In this episode of In Focus, Mike Gassewitz, President and CEO, sits down with Chief Investment Officer, Joel Baker, CIM, MBA to chat about the Investment Outlook.
 
DISCLAIMER:   The material in this presentation has been prepared by Independent Accountants’ Investment Counsel Inc. (IAIC). Information in this presentation, including forecast financial information, should not be considered as advice or a recommendation to investors and does not take into account your particular investment objectives or financial situation. Before acting on any information, you should consider the appropriateness of the information and speak with one of our portfolio managers.  All securities and financial products or instrument transactions involve risks, including the risk of adverse or unanticipated market, financial or political developments and, in international transactions, currency risk.  This presentation may contain forward-looking statements, including statements regarding our beliefs on current expectations and market conditions. Readers are cautioned not to place undue reliance on these forward-looking statements.  IAIC does not undertake any obligation to publicly release the result of any revisions to these forward-looking statements to reflect events or circumstances after the date hereof to reflect the occurrence of unanticipated events. While due care has been used in the preparation of forecast information, actual results may vary in a materially positive or negative manner. Forecasts and hypothetical examples are subject to uncertainty and contingencies outside IAIC’s control.  Past performance is not a reliable indication of future performance.

A 9-minute update on the Consumer Sector with Patrick Tryon, CIM®

In this episode of In Focus, Mike Gassewitz, President and CEO, sits down with Portfolio Manager, Patrick Tryon, CIM® to chat about the Consumer Sector.
 
DISCLAIMER:   The material in this presentation has been prepared by Independent Accountants’ Investment Counsel Inc. (IAIC). Information in this presentation, including forecast financial information, should not be considered as advice or a recommendation to investors and does not take into account your particular investment objectives or financial situation. Before acting on any information, you should consider the appropriateness of the information and speak with one of our portfolio managers.  All securities and financial products or instrument transactions involve risks, including the risk of adverse or unanticipated market, financial or political developments and, in international transactions, currency risk.  This presentation may contain forward-looking statements, including statements regarding our beliefs on current expectations and market conditions. Readers are cautioned not to place undue reliance on these forward-looking statements.  IAIC does not undertake any obligation to publicly release the result of any revisions to these forward-looking statements to reflect events or circumstances after the date hereof to reflect the occurrence of unanticipated events. While due care has been used in the preparation of forecast information, actual results may vary in a materially positive or negative manner. Forecasts and hypothetical examples are subject to uncertainty and contingencies outside IAIC’s control.  Past performance is not a reliable indication of future performance.

A 5-minute update on the Utilities Sector with Krishna Beharry, CIM®

In this episode of In Focus, Mike Gassewitz, President and CEO, sits down with Portfolio Manager, Krishna Beharry, CIM® to chat about the Utilities Sector.
 
DISCLAIMER:   The material in this presentation has been prepared by Independent Accountants’ Investment Counsel Inc. (IAIC). Information in this presentation, including forecast financial information, should not be considered as advice or a recommendation to investors and does not take into account your particular investment objectives or financial situation. Before acting on any information, you should consider the appropriateness of the information and speak with one of our portfolio managers.  All securities and financial products or instrument transactions involve risks, including the risk of adverse or unanticipated market, financial or political developments and, in international transactions, currency risk.  This presentation may contain forward-looking statements, including statements regarding our beliefs on current expectations and market conditions. Readers are cautioned not to place undue reliance on these forward-looking statements.  IAIC does not undertake any obligation to publicly release the result of any revisions to these forward-looking statements to reflect events or circumstances after the date hereof to reflect the occurrence of unanticipated events. While due care has been used in the preparation of forecast information, actual results may vary in a materially positive or negative manner. Forecasts and hypothetical examples are subject to uncertainty and contingencies outside IAIC’s control.  Past performance is not a reliable indication of future performance.

An 8-minute overview on the Income-Producing portion of IAIC portfolios with Nicholas Leach, CFA®

In this episode of In Focus, Mike Gassewitz, President and CEO, sits down with Portfolio Manager Nicholas Leach, CFA®, to chat about the Income-Producing portion of IAIC portfolios.
 
DISCLAIMER:   The material in this presentation has been prepared by Independent Accountants’ Investment Counsel Inc. (IAIC). Information in this presentation, including forecast financial information, should not be considered as advice or a recommendation to investors and does not take into account your particular investment objectives or financial situation. Before acting on any information, you should consider the appropriateness of the information and speak with one of our portfolio managers.  All securities and financial products or instrument transactions involve risks, including the risk of adverse or unanticipated market, financial or political developments and, in international transactions, currency risk.  This presentation may contain forward-looking statements, including statements regarding our beliefs on current expectations and market conditions. Readers are cautioned not to place undue reliance on these forward-looking statements.  IAIC does not undertake any obligation to publicly release the result of any revisions to these forward-looking statements to reflect events or circumstances after the date hereof to reflect the occurrence of unanticipated events. While due care has been used in the preparation of forecast information, actual results may vary in a materially positive or negative manner. Forecasts and hypothetical examples are subject to uncertainty and contingencies outside IAIC’s control.  Past performance is not a reliable indication of future performance.

A 7-minute update on the Investment Outlook with Joel Baker, CIM, MBA

In this episode of In Focus, Mike Gassewitz, President and CEO, sits down with Chief Investment Officer Joel Baker, CIM, MBA to chat about the Investment Outlook.
 
DISCLAIMER:   The material in this presentation has been prepared by Independent Accountants’ Investment Counsel Inc. (IAIC). Information in this presentation, including forecast financial information, should not be considered as advice or a recommendation to investors and does not take into account your particular investment objectives or financial situation. Before acting on any information, you should consider the appropriateness of the information and speak with one of our portfolio managers.  All securities and financial products or instrument transactions involve risks, including the risk of adverse or unanticipated market, financial or political developments and, in international transactions, currency risk.  This presentation may contain forward-looking statements, including statements regarding our beliefs on current expectations and market conditions. Readers are cautioned not to place undue reliance on these forward-looking statements.  IAIC does not undertake any obligation to publicly release the result of any revisions to these forward-looking statements to reflect events or circumstances after the date hereof to reflect the occurrence of unanticipated events. While due care has been used in the preparation of forecast information, actual results may vary in a materially positive or negative manner. Forecasts and hypothetical examples are subject to uncertainty and contingencies outside IAIC’s control.  Past performance is not a reliable indication of future performance.

A 10-minute update on the Finance Sector with Steve Cornell, CFA®, ASA, ACIA

In this episode of In Focus, Mike Gassewitz, President and CEO, sits down with Portfolio Manager Steve Cornell, CFA®, ASA, ACIA to chat about the Finance Sector.
 
DISCLAIMER:   The material in this presentation has been prepared by Independent Accountants’ Investment Counsel Inc. (IAIC). Information in this presentation, including forecast financial information, should not be considered as advice or a recommendation to investors and does not take into account your particular investment objectives or financial situation. Before acting on any information, you should consider the appropriateness of the information and speak with one of our portfolio managers.  All securities and financial products or instrument transactions involve risks, including the risk of adverse or unanticipated market, financial or political developments and, in international transactions, currency risk.  This presentation may contain forward-looking statements, including statements regarding our beliefs on current expectations and market conditions. Readers are cautioned not to place undue reliance on these forward-looking statements.  IAIC does not undertake any obligation to publicly release the result of any revisions to these forward-looking statements to reflect events or circumstances after the date hereof to reflect the occurrence of unanticipated events. While due care has been used in the preparation of forecast information, actual results may vary in a materially positive or negative manner. Forecasts and hypothetical examples are subject to uncertainty and contingencies outside IAIC’s control.  Past performance is not a reliable indication of future performance.

An 11-minute update on the Industrial Sector with Michael Williams, CFA®, MBA, MTax, P.Eng, PCAM

In this episode of In Focus, Mike Gassewitz, President and CEO, sits down with Portfolio Manager Michael Williams, CFA®, MBA, MTax, P.Eng, PCAM, to chat about the Industrial Sector.
 
DISCLAIMER:   The material in this presentation has been prepared by Independent Accountants’ Investment Counsel Inc. (IAIC). Information in this presentation, including forecast financial information, should not be considered as advice or a recommendation to investors and does not take into account your particular investment objectives or financial situation. Before acting on any information, you should consider the appropriateness of the information and speak with one of our portfolio managers.  All securities and financial products or instrument transactions involve risks, including the risk of adverse or unanticipated market, financial or political developments and, in international transactions, currency risk.  This presentation may contain forward-looking statements, including statements regarding our beliefs on current expectations and market conditions. Readers are cautioned not to place undue reliance on these forward-looking statements.  IAIC does not undertake any obligation to publicly release the result of any revisions to these forward-looking statements to reflect events or circumstances after the date hereof to reflect the occurrence of unanticipated events. While due care has been used in the preparation of forecast information, actual results may vary in a materially positive or negative manner. Forecasts and hypothetical examples are subject to uncertainty and contingencies outside IAIC’s control.  Past performance is not a reliable indication of future performance.