Our Portfolio Process
Strategy Committee comprised of our leading economists, research analysts and portfolio strategists meets quarterly to provide recommendations regarding:
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Economic outlook, interest rates, corporate earnings and equity valuations
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Asset allocation between equities, fixed-income and cash
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Sector allocation between four major economic sectors – Industrial, Interest Sensitive, Consumer and Resource
Individual companies assigned a score based on three research disciplines: fundamental, technical and quantitative.
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Bottom-scoring companies eliminated from universe of stocks.
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Independent selection committee applies qualitative screen.
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End result is a list of quality companies suited to the forecast environment.