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Chapter 3: Asset Allocation and Investment Strategies

In this section

  • The Definition of an Asset Class
    Explore how asset classes are defined and classified, why they matter in portfolio construction, and how they support risk management and diversification in the Canadian regulatory landscape.
  • The Asset Allocation Process and Its Benefits
    Explore a comprehensive guide to the asset allocation process, including step-by-step instructions, real-world examples, and essential tools for balancing risk and return in a diversified investment portfolio.
  • The Three Asset Allocation Strategies
    Explore Strategic, Tactical, and Dynamic Asset Allocation methods, their risks, benefits, and practical examples in Canadian financial markets.
  • Asset Location: Optimizing After-Tax Returns in Canada
    Learn how to strategically place different asset classes in taxable, tax-deferred, and tax-exempt Canadian accounts to maximize after-tax returns.
  • Equity Investment Strategies
    Explore value, growth, dividend, passive, and ESG-based equity investment strategies, with practical examples, real-world anecdotes, and guidance under CIRO's regulatory framework.
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Chapter 2: Understanding a Client’s Risk Profile
Chapter 4: Investment Management Today