Asset Allocation

0 item in my briefcase

Back

Asset Allocation

A Lever for Enhancing Overall Return

The Asset Allocation team strives to enhance the return on the Caisse’s overall portfolio while limiting its risk level.

Mandate

Manage a specialized asset allocation portfolio.
Perform analyses and research of economic trends and long-term risks so as to advise depositors regarding their investment policies.
Implement tactical asset allocation strategies.
Assess and apply innovative investment strategies.

Specialized Portfolios
The team is responsible for managing two portfolios:

Asset Allocation
Québec International (jointly managed by the Fixed Income and Currencies team and the Equity Markets team)

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

Overweighting or underweighting investment types in the overall portfolio;

Implementing investment strategies aimed at adding to the return on all specialized portfolios;

Assigning mandates to portfolio managers with different styles, both internally and externally.