Discover a comprehensive, repeatable approach that guides Canadian investment professionals in building portfolios aligned with client objectives and regulatory compliance.
Learn how to define and document a client's investment objectives and constraints, forming the foundation of successful portfolio management in Canada.
Designing an Investment Policy Statement (IPS) is crucial in the Portfolio Management Process. Learn how to define client objectives, establish asset allocation targets, set benchmarks, and incorporate ESG and regulatory considerations in Canada.
Discover how to strategically develop and adjust a portfolio’s asset mix in the Canadian financial market, aligning long-term investment objectives with market conditions and regulatory guidelines.
A comprehensive overview of selecting individual securities within each asset class, focusing on Canadian market regulations, best practices, and real-world examples.
Stay ahead of evolving client needs, market dynamics, and economic signals with disciplined monitoring and timely adjustments to portfolio strategies in Canada.
Learn how to measure the effectiveness of a portfolio against benchmarks, using risk-adjusted metrics and detailed attribution analysis within the Canadian context.
Learn how to strategically realign your portfolio to maintain target allocations, minimize risk, and stay aligned with Canadian regulations and tax considerations.