Canadian Foundations and Endowments Forum

Mar 7-8, 2016 | Four Seasons Hotel | Vancouver, BC

Content Libray2016-11-22T11:09:56+00:00

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?