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Asset Allocation

TD Balanced Plus

At a glance

We bring together one of the broadest investment platforms to meet client-specific investment objectives. Our turnkey Balanced Plus fund allows clients to access our best ideas multi-asset mix, that includes equities, fixed income and private alternatives, in a single solution.

Seeking Optimal Combination

  1. Our best investment ideas integrated into a single, comprehensive balanced portfolio.

  2. Equity, fixed income and alternative allocations to enhance the expected risk-return profile versus traditional balanced programs.

  3. Administrative ease for investors looking to add alternatives in a single turnkey investment solution.

  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.

Philosophy and approach

  • We were among the first to introduce asset allocation portfolios in Canada, 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.

  • Investment Process:

    The TD Balanced Plus strategy invests in a combination of units of managed pooled funds that may include short-term, fixed income, Canadian, U.S. and non-North American equities, real estate, infrastructure, and commercial mortgages. Specifically, we use a disciplined three-point process to manage this strategy.

    1. Starting with macroeconomics, monetary and fiscal policy, and global political and social trends, we review recent performance and forecast potential rates of return for each asset class.
    2. Based on this assessment, we design a target portfolio, with the optimal asset mix to capture those rates of return, keeping the strategy’s objectives – both return and risk – in mind.
    3. We then implement from the bottom up, using public and proprietary research, and a disciplined selection process for purchasing public market securities and private alternative assets.

    Since we are active managers, we continually challenge our assumptions, using experienced insight to interpret the latest economic and market trends.

ESG

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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