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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.

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Chapter 18: Investment Management
Chapter 20: Equity Securities