#008: CPMS and Investment Discipline with Ian Tam - a podcast by The Richard Dri Podcast

Biography: Ian Tam is a chartered financial analyst (CFA), relationship manager at Morningstar Research, Inc. and a financial columnist for The Globe & Mail. He specializes in Morningstar’s Computerized Portfolio Management Services (CPMS), which Richard has been using with his own clients for over 15 years. CPMS provides a consistent, historical database that investors can use to make evidence-based decisions without having to rely on intuition. In this episode, Ian lays out a brief history of CPMS and how it functions, explains why it’s much more reliable than going with your gut instinct, and argues that smaller investors may be in a better position than large companies to deal with some volatile situations. Richard Dri, is a Portfolio Manager and founder of Dri Financial Group at Scotia Wealth Management. By listening to Dri’s podcasts, you will learn the strategies that successful investors use to become financially independent. Scotia Capital Inc. is a member of the Canadian Investor Protection Fund and the Investment Industry Regulatory Organization of Canada. Wealth advisory and brokerage services are provided by ScotiaMcLeod, a division of Scotia Capital Inc. For more information visit www.scotiawealthmanagement.com. Dri Financial Group is a personal trade name of Richard Dri.

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