Asset Classes & Strategies
The typical Canadian individual investor's portfolio is over reliant on traditional asset classes and lacks proper diversification
Expanding beyond traditional asset classes for diversifying risk exposures and stable cashflows is critical to optimizing returns and managing to a stated risk tolerance in today’s world where valuations are high, income potential is low, and risks are elevated.
​Adaptive multi-asset programs utilize a deep toolkit of asset classes, investment styles, and manager strategies. This increased opportunity set when implemented and executed upon properly increases the probability of optimizing one’s desired investment outcomes.
Breadth of Opportunity
Marketable Alternatives
Real Assets
Private Market Growth
Global Public Equity
Extended Credit
Traditional Fixed Income
Enhanced Portfolio
Click on each descriptive category for further details.