Susan Spence is vice president and portfolio manager, with Portfolio Solutions Group, a division of Canada Life Investment Management Ltd., a wholly owned subsidiary of The Canada Life Assurance Company (Canada Life). Previously PSG was a division of GLC Asset Management Group Ltd.
As the team lead for PSG, she is responsible for the management and oversight of The Canada Life Assurance Company’s target date, target risk and other specialty asset allocation funds. A member of PSG since 2011, Spence is responsible for the entire team and oversees portfolio management and risk management of the asset allocation portfolios, including independent screening, selection, due diligence and monitoring of each investment manager and underlying fund component
Spence joined the Laketon team, an equity investment division of GLC Asset Management Group Ltd., in 1996, where she held progressively senior roles, most notably co-lead manager for the Canadian Growth equity mandate. She also has experience managing U.S. equity mandates and working as a global equity analyst. She is a CFA charterholder and holds an Honours Bachelor of Commerce degree from Queen’s University.
Portfolio manager Susan Spence says passive allocations can’t capture the nuanced and shifting positioning we see within asset classes
Portfolio manager Susan Spence says passive allocations can’t capture the nuanced and shifting positioning we see within asset classes
A properly constructed portfolio offers diversification, consistent delivery and risk control, says portfolio manager Susan Spence