Asset Allocation and Managed Solutions


These solutions provide outcome-oriented investment portfolios to help investors grow and preserve long-term wealth in today’s increasingly complex and constantly changing investment landscape. The investment team brings the best of institutional asset allocation to retail portfolios using an innovative “human + machine” approach, an optimized blend of disciplined fundamental analysis and rigorous systematic research.


Various balanced benchmarks according to each Fund’s exposure profile.

Investment Process

  • The process starts by defining the strategic asset allocation and constructing an optimal policy mix using both traditional and alternative asset classes.
  • With the objective of capitalizing on market dislocations and adding incremental value, we then define the tactical asset-allocation strategy, sourced from both traditional and alternative data sets.
  • The third step of the process consists in identifying best-in-class managers via our proprietary suite of manager analytics, with the aim of providing access to the right styles at the right time and taking advantage of the manager’s alpha.
  • Risk management allows the team to identify, quantify, and manage risk sources across multiple time horizons using custom-built risk models.
  • The final step of the process is portfolio construction through optimal integration of multiple sources of value-add using the latest advances in optimization theory.

Why invest in these strategies?

  • Balanced exposure to a target asset mix for each investor profile, broadly diversified across asset classes, geography, and sectors.
  • Active asset allocation managed by an experienced asset-allocation and economic team that leverages an integrated, multifaceted, and disciplined institutional investment approach to asset allocation.
  • Daily portfolio monitoring with ongoing rebalancing and currency management.

Portfolio Manager(s)

Tej Rai

Senior Vice-President, Head of Asset Allocation

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Sébastien McMahon

Vice-President, Asset Allocation, Chief Strategist, Senior Economist, and Portfolio Manager

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