Background of TAME™

The last fifteen years have been an amazing time for the Canadian Mutual Fund industry.

However, not all of it has been good news. Since 1990, we have seen two recessions, Pacific Rim markets meltdown, the Technology bubble bursting, corporate malfeasance among some of the largest companies in the world, wars and terrorist attacks of unprecedented proportions and number.

Even though the vast majority of mutual fund investments have provided positive returns to long-term investors over this period, the “roller coaster ride” that has been experienced along the way has caused clients to be nervous, anxious or even distrustful that their advisor is looking after them and their investments properly.

We are Mutual Fund Advisors, just like you, who enjoyed the majority of the 1990’s, but faced significant challenges thus far this millennium in proving to clients that we are actively monitoring their investments and taking action to protect their hard earned assets, based on what is happening in the world stock and bond markets.

Holding a client’s hand and comforting them through a declining market is one thing … to have a system in place that monitors each of their mutual fund investments for specific predetermined parameters on a daily basis is a whole other level of service.

Until now, there has been no way for a mutual fund advisor to establish set parameters on each mutual fund in a clients portfolio and what action is to be taken in various circumstances.

Thus, we designed the TAME™ system to empower advisors and allow clients to feel comfortable knowing that predetermined parameters are established on their investments going forward.