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Balanced and Customized Mandates

A dynamic, fundamental and pragmatic process based on a sound macroeconomic foundation and managed by seasoned asset class experts
Home Investment Solutions Multi-Asset Balanced and Customized Mandates
  • Balanced and Customized Mandates
  • Diversified Income
  • Insurance Assets
  • Liability Driven Investments
  • Why?
  • Our Philosophy
  • Our Process
  • Why?

    Top Reasons for Choosing Addenda Capital to Manage your Balanced Portfolios

    • We gather inputs from a broad group of asset class specialists and economists to develop an optimal outlook for the various asset class risks and returns. 
    • We determine target asset allocation utilizing a quantitative and qualitative process.
    • We monitor risk closely on all portfolios and we rebalance as required due to market fluctuations and changes in outlook.
    • Our multi-asset portfolios include traditional and non-traditional asset classes.
  • Our Philosophy

    We believe that:

    • An optimal risk adjusted and actively managed asset allocation strategy will provide strong returns with efficient diversification.

    • Incremental value is added through measured adjustments to asset allocation, driven from changing outlooks for asset class returns and valuations. 

    • Value can be added by actively managing the underlying asset classes.

       

  • Our Process

    Our investment approach to balanced portfolios is based on a five-step process:

    • Extensive top-down analysis of global macroeconomic variables and capital markets to identify general investment themes and changes in market drivers.

    • Capital market assessments based on a 12 to 18-month horizon, reflect return and risk expectations as well as relative valuations.

    • Quantitative modeling drives an initial optimal risk adjusted asset allocation solution, with final target mix resulting from a qualitative evaluation of themes and risks.

    • Tactical asset allocation adjustments seek to exploit shifting dynamics in the market environment and/or valuations.

    • Portfolio construction covers an array of investment strategies and client solutions can be tailored to many different risk and policy requirements. Risk is monitored on a daily basis and rebalanced as needed through a disciplined process.

     

  • I love the challenge of managing our experience and research against an ever-changing and evolving investment environment.
    Learn More
    Ian A. McKinnon
    Executive Vice-President, Core Fixed Income
  • Before we even concern ourselves with investment returns, we think first about the risks involved.
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    John Stilo
    Senior Portfolio Manager, Insurance and Investment Solutions
  • Well-tailored solutionsWell-tailored solutions

    Well-tailored solutions

    We build highly personalized multi-asset investment solutions that meet the return requirements and long-term objectives of institutions and high-net-worth individuals.
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  • Sustainable InvestingSustainable Investing

    Sustainable Investing

    At Addenda Capital, sustainable investing is not an afterthought; it’s part of our DNA. It makes us better investors and enables a better future.
    Learn More
  • Insight & NewsInsight & News

    Insight & News

    Stay abreast of our economic views, research insights and investment thoughts.
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  • + Learn more about Addenda Capital
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    • Multi-Asset
  • Sustainable Investing
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    • ESG Integration
    • Stewardship
    • What is Sustainable Investing?
    • Sustainable and Impact Solutions
    • Sustainable Investing Team
    • Sustainable Investing Committee
  • Insights & News
 

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