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Company: Portfolio Solutions Group

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Portfolio manager Susan Spence says passive allocations can’t capture the nuanced and shifting positioning we see within asset classes

Funds:
Canada Life Balanced Portfolio - mutual fund
Balanced Allocation - segregated fund
Fonds:
Portefeuille équilibré Canada Vie - fonds commun de placement
Répartition équilibré - fonds distinct
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Portfolio manager Susan Spence says passive allocations can’t capture the nuanced and shifting positioning we see within asset classes

Funds:
Canada Life Balanced Portfolio - mutual fund
Balanced Allocation - segregated fund
Fonds:
Portefeuille équilibré Canada Vie - fonds commun de placement
Répartition équilibré - fonds distinct
Finger touches virtual screen

Chris Koltek of Portfolio Solutions Group says value investing is an active-management approach, that mitigates risk in times of market volatility

Funds:
Balanced Allocation - segregated fund
Canada Life Balanced Portfolio - mutual fund
Fonds:
Répartition équilibré - fonds distinct
Portefeuille équilibré Canada Vie - fonds commun de placement
Bond counselling

Janet Salter of Canada Life’s Portfolio Solutions Group offers a primer on bond yields and prices… and how to explain them to nervous clients

Funds:
Canada Life Balanced Portfolio - mutual fund
Balanced Allocation - segregated fund
Fonds:
Portefeuille équilibré Canada Vie - fonds commun de placement
Répartition équilibré - fonds distinct
Animation of two balls on a track

Diversification, inflation protection, income enhancement and capital preservation are compelling reasons to invest in alternatives, says Chris Koltek of Canada Life’s Portfolio Solutions Group

Funds:
Balanced Allocation - segregated fund
Canada Life Balanced Portfolio - mutual fund
Fonds:
Répartition équilibré - fonds distinct
Portefeuille équilibré Canada Vie - fonds commun de placement

A properly constructed portfolio offers diversification, consistent delivery and risk control, says portfolio manager Susan Spence

Funds:
Canada Life Balanced Portfolio - mutual fund
Balanced Allocation - segregated fund
Fonds:
Portefeuille équilibré Canada Vie - fonds commun de placement
Répartition équilibré - fonds distinct