Chapter 19: Asset Allocation

In this section

• The Asset Allocation Process
  Explore the foundational principles of asset allocation, how it shapes Canadian investment portfolios, and actionable strategies to balance risk and reward.
• Issues in Asset Allocation
  Learn how market volatility, changing correlations, and Canadian tax considerations shape asset allocation strategies to optimize wealth management results.
• Strategic Asset Allocation in Canada
  Learn how to establish and maintain a long-term investment mix using strategic asset allocation principles in the Canadian wealth management landscape.
• Rebalancing Canadian Portfolios for Optimal Asset Allocation
  Explore systematic approaches, tax considerations, and lifecycle strategies for effective rebalancing of Canadian investment portfolios.
• Tactical Asset Allocation
  Learn how Tactical Asset Allocation (TAA) can enhance portfolio returns through short-term market opportunities in Canada’s evolving investment landscape.