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Asset AllocationCustom Asset Allocation

Custom Asset Allocation

At a glance

We bring together one of the broadest investment platforms to meet client specific investment objectives. Our capabilities integrate alternatives into multi-asset portfolios, alongside the right balance of equity and fixed income styles, for optimal factor diversification.

All Our Experience in One Portfolio

  1. Broad investment platform. We bring together broadly diversified asset class, sector, regional and investment style capabilities.

  2. Full-service offering. Our capabilities integrate alternatives into multi-asset portfolios for optimal factor diversification.

  3. Highly experienced investment team. We have access to research, tools and insights from one of the deepest asset allocation and derivatives teams in Canada.

  1. Long-term strategic asset allocation. Create a strategic mix that meets your unique needs, invest alongside our best ideas pooled funds or a combination of strategies.

  2. Best in-class ingredients. We have established track records across multiple strategies with one of the deepest alternatives platforms in Canada.

  3. Integration of alternatives. We believe the integration of alternative investments is key to improving the probability of investment success.

Philosophy and process

  • We were among the first to introduce asset allocation portfolios, pioneering the integration of alternative investments alongside equities and fixed income. Our approach combines three decades of asset allocation experience with new thinking and innovation that can help improve investment outcomes for you.

    Multi-Asset Solutions:

    We help ease the administrative burden on clients by integrating liquidity management, risk management and active asset allocation in all our discretionary mandates. Our multi-asset solutions can be structured under either static or dynamic asset mixes and balanced fund or bespoke fund-of-fund solutions.

  • Strategic Asset Allocation, Liquidity Optimization and Fund Selection

    We work with you to determine the most appropriate asset class mix.

    • Select underlying strategies from broad investment capabilities to optimize factor risk.
    • Use analysis to determine if alternative investments are appropriate.
    • Ongoing client reviews to adapt strategic mixes as needs evolve.
    • Structure solutions under either static or dynamic asset mixes.

    Tactical Asset Allocation and Holistic Risk Management

    Leveraging the insights of the entire the firm TD Global Investment Solutions investment team, tactically manages all the components within the asset allocation mandates.

    • Potential value add through overweighting attractive asset classes.
    • Custom portfolios are monitored daily for drift, desired tactical mix and optimized rebalancing.
    • Active asset mix risk can be scaled based on market conditions.

  • Integration of Private Market Investments

    We believe that stable, income-generating alternative investments are an important component necessary to achieve required returns. in low-interest rate environments.

    • Alternative investments provide good diversification from equities and bonds
    • Extensive experience integrating alternatives into multi-asset solutions

    We help ease the administrative burden on clients by integrating liquidity management of alternatives into discretionary mandates

    Asset Overlay

    Our Asset Overlay strategies bridge the gap for investors wanting access to broad, cost-effective, exposure. Learn more

ESG Integration

Environment, Social, and Governance (ESG) integration aligns with our philosophy of seeking investments in sustainable, long-term assets through a risk-managed process. We strive for a fully integrated ESG engagement process in our investment products.

TD Asset Management's Fundamental Equity Investment team integrates ESG factors directly into their investment analysis through a process involving the following central components:

Systematic ESG Reviews We look at a number of ESG indicators that we believe apply to all industry sectors and elevate any issues that could put a company’s expected earnings at risk. Each company research report incorporates an ESG assessment, ensuring concerns around ESG risk exposures are reviewed, updated, and evaluated by our sector analysts.

Thematic ESG Research. We produce broad thematic ESG research on topics that have the potential to highly impact the companies in which TDAM invests. We have found this to be the best way to highlight the structural changes to various sectors and impacts to the companies themselves.

Active Ownership: Our in-depth research helps inform our commitment to active ownership. We strive to be active owners by engaging with the companies in which we invest and by taking advantage of our voting rights to help effect change. Our intent is to both improve corporate ESG disclosures as well as improve companies' ESG-related practices.

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At a glance
Philosophy and approach
Multi-Asset Solutions
Asset Overlay
ESG Integration
Team
Related insights

Strategy Profile

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