What advisors can learn about portfolio structure from Canada’s pension plans
Canada's Maple 8 public pension funds are recognized for their sophisticated portfolio structures. Advisors can learn from these funds' clear separation between strategic and tactical asset allocation, which helps maintain long-term goals. By adopting a disciplined approach, advisors can enhance client confidence and improve investment outcomes.
- ▪Canada's Maple 8 public pension funds are globally respected for their asset management.
- ▪The pension plans emphasize a clear distinction between strategic and tactical asset allocation.
- ▪Advisors can benefit from defining tactical moves based on predetermined market conditions.
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Open this photo in gallery:At CPP Investments, a risk anchor keeps the portfolio aligned with long-term goals while preserving flexibility to act on market dislocations.Chris Young/The Canadian PressShareSave for laterPlease log in to bookmark this story.Log InCreate Free AccountCanada’s Maple 8 public pension funds are highly regarded globally, often for the scale and sophistication of the assets they own. For advisors, one of the more valuable lessons lies in how these pension plans structure portfolios, particularly in the clear separation between strategic and tactical asset allocation. At CPP Investments, for example, the process begins by defining a long-term level of risk the plan can take on responsibly to achieve its objectives.
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