Web Links

CH 1

http://www.forbes.com/2008/10/21/bubble-tulipmania-crash-pf-ym-in_avb_1020youngmoney_inl.html

Chapter 2. The Asset Allocation Decision

There are a number of insurance companies that provide free life insurance calculators; for
example, check out http://www.insurecan.com/lifeinsurance/life-insurance-calculator-canada

A number of financial institutions provide risk assessment tools and surveys to help you
determine the kind of investor you are. Go to http://www.rbcam.com/ and click the What are
my investment options? link.

Money Central has an interesting asset allocation tool at

http://moneycentral.msn.com/investor/calcs/assetall/main.asp

Canada Life has a good questionnaire at

http://www.canadalife.com/web5?groups/common/@public/documents/we_content.s%_009444.
pdf

Ibbotson is a wealth of information helpful to the investor education and asset allocation process.

A number of mutual funds publish their investment objectives and strategies. An example can be
found at Ethical Global Equity Funds website at
https://www.ethicalfunds.com/en/Investor/Investments/FundsAndSolutions/
EthicalFunds/Pages/EthicalGlobalEquityFundClassA.aspx

Chapter 3. Selecting Investments in a Global Market

For a list of Exchange Traded Funds available, go to
http://www.tmxmoney.com/en/sector_profiles/exchange_traded_funds/funds/by_type.html

eBay and other sites have improved liquidity of some of these items. Check out
http://www.sothebys.com for information on collectibles.

Chapter 4. Securities Markets and the Economy

You can view a copy of the preliminary and final form prospectus for Tim Hortons at
http://www.sedar.com/DisplayCompanyDocuments.do?lang=EN&issuerNo=00023027
Scroll down to the bottom of the page.
The Investment Industry Regulatory Organization of Canada (IIROC) has proposed new rules to
address fair pricing OTC traded securities including fixed income securities. You can find them
at http://docs.iiroc.ca/DisplayDocument.aspx?DocumentID=
18FBA2EF91264AA39A9179A97A465D5D&Language=en. Check the IIROC website
periodically to see how the new rules are progressing.

A number of interesting statistics on stock exchanges worldwide can be found at the World
Federation of Exchanges website at
http://www.world-exchanges.org/

The TSX Learning Academy provides a good overview of the market-maker role at
http://www.tsx.com/en/pdf/MarketMakerPresentation.pdf

For the latest NASDAQ listing requirements go to

http://www.nasdaq.com/about/listing_information.stm#fees.
Under Listing Guides and Resources there are Listing Guides.

IIROC has a listing of the current Canadian equity marketplaces at

http://www.iiroc.ca/English/Documents/SumCompEquityMarkets_en.pdf .

Current rules on short selling in Canadian markets can be found at

http://www.iiroc.ca/English/ComplianceSurveillance/RuleBook/Pages/UMIR.aspx .

The World Federation of Exchanges has an interesting commentary on short selling and bubble
pessimism at http://www.world-exchanges.org/news-views/views/short-sellers-and-investor-
protection.

IIROC has an interesting study on short trades at http://docs.iiroc.ca/Display

Document.aspx?DocumentID=DE2E6F9F4AE442F5BC0AE75A9E812FE5
&Language=en.

TD Waterhouse has a fairly complete list of margin requirements at

http://www.tdcanadatrust.com/planning/investing/margin.jsp.

Many websites provide stock market indices for many foreign markets. Check out the market
summary at http://ca.finance.yahoo.com.

The indices available from Morgan Stanley Capital International (MSCI) can be reviewed at
http://www.mscibarra.com/products/indices/equity/index.jsp,
including the Morgan Stanley Capital International (MSCI) Indices. Among other activities,
MSCI Barra provides a number of indices covering international, national, industry groups, and
the like.

Explore the FTSE Group indices at http://www.ftse.com, including the FTSE Global Equity
Index Series. The FTSE Group creates a number of equity, bond, and alternative asset class
indices. The FTSE Global Equity Index Series (GEIS) covers approximately 7,000 equity
securities in 48 countries representing at least 98% of the worlds investable market
capitalization.

Chapter 6. An Introduction to Portfolio Management

Pensions & Investments: News for Money Managers

Nobel Prize Laureate Harry M. Markowitz and his contributions are available at
http://search.nobelprize.org/search/nobel/?q_markowitz&i_en

Toronto Stock Exchange

Canadian bond indices can be found at PC-Bond Analytics at

http://www.canadianbondindices.com

Bond index and ratings can be found at the Standard & Poors (S&P) website.

The Efficient Frontier

Chapter 7. Asset Pricing Models: CAPM and APT

More about Nobel Laureate William Sharpe and his contributions can be found at
http://nobelprize.org.

Canadian companys beta and financials can be found at FPinfomart at

http://www.fpinfomart.ca, and also at the Financial Times.

Estimate of U.S. company betas may be found at Google Finance by entering the ticker symbol
at http://www.google.com/finance , or at Yahoo Finance by entering ticker symbol at
http://finance.yahoo.com/ and link to Key Statistics.

Chapter 8. Economic and Industry Analysis (Philip)

Canadian Economy Online: A one-stop guide to the Canadian economy.

Bank of Canada
Federal Reserve System of the United States

Bank for International Settlements link to Central Banks all over the world.

Country economic data are available at the World Bank site.

Industry Canada

FPinformart.Ca: Canadian industry and company information.

GS Sustain: Goldman Sachs's study of climate change and equity valuation is available through
its web site.

Chapter 8. Economic and Industry Analysis (Philip)

Canadian Economy Online: A one-stop guide to the Canadian economy.

Bank of Canada

Federal Reserve System of the United States

Bank for International Settlements link to Central Banks all over the world.

Country economic data are available at the World Bank site.

Industry Canada

FPinformart.Ca: Canadian industry and company information.

GS Sustain: Goldman Sachs's study of climate change and equity valuation is available through
its web site.

Chapter 15. Equity Portfolio Management Strategies

Yahoo Exchange Traded Funds Centre provides comprehensive information on ETFs.

GlobeFund of the Globe and Mail provides comprehensive information on Canadian mutual
funds at http://www.globefund.com.
Morningstar Canada is a leading mutual fund research firm and this is its Canadian mutual funds
site.

Investment Industry Regulatory Organization of Canada

Chapter 16. Bond Portfolio Management Strategies

Royal Banks Fixed Income Education Centre

PC-Bond Analytics is a leading provider of Canadian fixed income indices. Go to

http://www.canadianbondindices.com

Find listings of bonds in Canada from corporate to government at the Globe and Mail investor
site at http://www.globeinvestor.com/servlet/
Page/document/v5/data/bonds.

Global capital markets at Financial Times: http://www.ft.com/markets/capitalmarkets.

Securities Industry and Financial Markets Associations bond site:

http://www.investinginbonds.com.