Picking funds for retirement

Learn how to analyze the fit of funds for your portfolio with the Sharpe ratio, standard deviation, and create your own risk profile – and why these parameters matter

Ian Tam, CFA 18 February, 2020 | 1:10AM

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This article is part of the Morningstar Retirement Week special report

When selecting funds for your tax-sheltered accounts RRSP (or TFSA) remember that the idea behind these shelters is to keep assets tucked away and pay a reduced tax rate (or no tax) when you eventually cash in these assets in retirement. The most important thing to understand is your risk profile, not just when picking new funds, but also while reviewing your current holdings.

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About Author

Ian Tam, CFA  is Director of Investment Research at Morningstar Canada. 

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