The goal of any portfolio is to provide the targeted return balanced with your risk profile.

The asset classes in each portfolio respond differently to market conditions and will outperform or underperform at certain times. These fluctuations can result in the optimal asset mix being altered and exposure to inappropriate risk levels.

To maintain the optimal asset mix and achieve the expected outcome, our Chief Investment Officer and team monitors and rebalances the portfolios on an ongoing basis.

To learn more about monitoring and rebalancing click here to download the information sheet.

Pour consulter la version française du présent document, cliquez ici.