Asset Allocation: Building A Balanced Portfolio
In this presentation made during the 4th Canadian Foundations & Endowments Forum – held in February 2015 in Vancouver – Richard Iwuc, CFA, Portfolio Manager, University of Alberta describes achieving optimal asset allocation as a key strategy to help minimize risk and potentially increase gains.
Some of the questions this presentation answers include:
- What is the right asset mix to achieve a balanced portfolio?
- What are the potential investment strategies to achieve fund objectives
- What is the expected asset performance?