Asset Allocation

To Enhance Overall Return

Asset allocation activities are designed to enhance the Caisse’s overall short-term return. They represent 0.3% of the overall portfolio (as at December 31, 2007).

Asset allocation activities are carried out by:

• Overweighting or underweighting different types of investments in the overall portfolio;
• Implementing investment strategies geared toward increasing the overall return on the specialized portfolios;
• Assigning management mandates to portfolio managers with different styles, both internally and externally.

Investment activities include:

• Cash asset allocation decisions;
• Tactical asset allocation strategies;
• Absolute return strategies for all financial products and markets.

For more information:  Asset Allocation Team.

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Additional Information
Fixed-income securities
Equity Markets
Private equity
Real estate
Hedge funds