Explore the strategic process of dividing investments across diverse asset classes, aligning client objectives and risk tolerance with long-term market assumptions.
Explore the key issues that Canadian financial planners must address when developing an asset allocation strategy, including changing market conditions, regulatory and tax constraints, currency risk, and client behavioral biases.
Explore the foundations and processes of Strategic Asset Allocation (SAA), its role in long-term portfolio design, and how Canadian investors can use SAA to manage risk and enhance returns.
Understand how rebalancing strategies help maintain a portfolio's target asset allocation, reduce risk exposure, and manage transaction costs and taxes within the Canadian market.
Explore how Canadian financial advisors use Tactical Asset Allocation (TAA) to capitalize on short-term market opportunities. Learn the benefits, risks, and best practices of combining TAA with a long-term strategic core to achieve balanced, risk-adjusted returns.