Asset Allocation Process

Our Asset Allocation Oversight team carefully reviews the outlook for a wide range of economies, markets and industries to make sure your money is invested in the right place at the right time.

The team looks at a number of factors that guide how your money is invested, including: 

  • How Canadian markets are doing compared to U.S. and international markets. This is important because it helps us identify and determine the most compelling investment opportunities in Canada and around the world.
  • Insights from our portfolio managers about developments in the investment environment – things like industry trends, competitive developments and company earnings. This helps us identify companies that are attractively valued.
  • Economic indicators like interest rates and inflation. These are important because they affect investments in all asset classes.

The team uses this information to make sure that your investment is properly allocated and taking advantage of the best investment opportunities.

Asset Allocation