Xosquex
Real conversations about investment reporting. We share what we've learned from working with Canadian investors who just want clearer answers about their portfolios.
I've reviewed hundreds of investment reports over the years. Most tell you what happened—but not why it matters. Last month, a client in Winnipeg showed me a 40-page quarterly statement that somehow failed to answer their most basic question: "Am I actually on track?"
That conversation changed how we think about reporting. Because the data isn't the problem—it's how we explain it.
Articles, updates, and perspectives from our team
The pattern shows up everywhere. Investors get overwhelmed by noise while the signal—what they actually need to know—gets buried on page 23. Here's what usually goes wrong and how to fix it.
What we're watching and why it might matter for your reports this quarter.
We're adding custom benchmarking tools based on feedback from clients in Manitoba and Ontario.
More detail doesn't always mean better understanding. Sometimes less information delivers more clarity.
A practical guide to spotting what your current reports aren't telling you.
Senior Investment Analyst
People often ask me about benchmark comparisons. The truth is, comparing your portfolio to the S&P 500 might not tell you anything useful—especially if your goals and risk tolerance look nothing like that index.
I spent five years working with family offices before joining Xosquex. What struck me most was how often sophisticated investors struggled with basic questions. Not because the data wasn't there—it was—but because nobody explained what mattered for their specific situation.
That's what we're trying to change. Reports should answer questions, not create new ones. When a client reads their quarterly update, they should understand whether they're moving toward their goals or need to adjust course. Everything else is just decoration.