Equity Markets

 
Investing on Stock Markets Around the World

The Equity Markets team manages the Caisse’s investments in publicly-traded securities. These financial products are characterized by their high liquidity and potential for long-term returns above those of fixed-income securities.

The team’s professionals trade these securities on the stock exchanges of Toronto, New York, London, Tokyo and other regions of the world.

Mandate

• Manage specialized Canadian and foreign equity portfolios in order to generate a higher return than the market indices, while taking into consideration the authorized risk limits.
• Buy and sell securities on international markets.
• Benefit from its expertise in trading equity derivatives.

Specialized Portfolios
The team is responsible for managing seven portfolios:

• Canadian Equity
• U.S. Equity, Hedged
• U.S. Equity, Unhedged
• Foreign Equity, Hedged
• Foreign Equity, Unhedged
• Emerging Markets Equity
• Québec International (jointly managed by the Asset Allocation team and the Fixed Income and Currencies team)

Investment Approach
Managers actively manage their portfolio based on the following principles:

• Analytical approach emphasizing the financial strength of companies and their profitability potential over the medium and long terms;
• Balance between risk and return.

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Additional Information
Profile of Head of Equity Markets
Asset Allocation
Fixed Income and Currencies
Hedge Funds
Private Equity
Real Estate