Investment and Retirement
Tactical asset allocation
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Different options are available to build a balanced portfolio to meet investment needs. One of these options consists of delegating all decisions about the composition of a balanced portfolio to a single management firm, which can also include active management of asset allocation. Generally, the manager is given full latitude over asset allocation, holdings and their weighting.
What are the advantages of this delegation approach and what are the factors to consider when you entrust a portfolio to an asset allocation fund?
At SSQ, two of CI's tactical asset allocation funds have passed the rigorous selection process and are now being offered on our investment platform. So, if you believe in tactical asset allocation and want to delegate its management, we recommend the ASTRA CI Cambridge Canadian Asset Allocation Fund and the ASTRA CI Signature Global Income and Growth Fund.