What's the strategy?
Core Balanced (PSG) is a fund of funds, holding underlying funds that invest in asset classes including Canadian fixed income and Canadian and foreign equity.
It is constructed to provide significant growth potential with a strong income counterbalance. The strategy has a preference for large cap stocks in the equity allocation, and an allocation to a diversified fixed income fund.
Why invest in this portfolio strategy?
Ideal for investors seeking a diversified portfolio with more equity than fixed income.
The strategy provides diversification through exposure to multiple asset classes in domestic and foreign markets and multiple active managers.
Investors benefit from the active management of some of the underlying fund managers. The strategy also invests in index tracking funds. Investors further benefit from automatic rebalancing, ensuring the asset mix stays close to the desired asset mix.
Portfolio attributes and rates of return reflect the portfolio strategy used by the London Life segregated fund shelf.
There is no guarantee that investment objectives, or risk or return targets discussed in this material will be achieved. No part of this material may be reproduced or redistributed in any form without express written permission of GLC Asset Management Group Ltd. The data provided is for information purposes only. This material is not intended to be read in isolation and may not provide a full explanation of all the topics that are presented and discussed. Information contained in this material has been obtained from sources believed to be reliable, but its accuracy is not guaranteed. Furthermore, there can be no assurance that any trends described in this material will continue or that forecasts will occur; economic and market conditions change frequently. This material should not be considered a recommendation or offer to purchase or sell any particular investment.
Vice-President, Portfolio Solutions
As Vice-President, Portfolio Solutions, Susan leads a team of multi-asset investment experts in portfolio construction, research and management and plays a lead role with GLC Global Multi-Asset Strategy team, which oversees all of GLC’s balanced, target-date and target-risk asset allocation fund solutions.
Since 2011, Susan has led the development, portfolio management and rigorous oversight of GLC’s target date and target risk asset allocation funds as head of the Portfolio Solutions Group team. Susan and her team now have expanded roles across all of GLC’s multi-asset solutions, including responsibilities for performance analysis, multi-asset research and glidepath development.
Susan joined the GLC’s predecessor asset management firm in 1996, where she held progressively senior roles in equity management, most notably co-lead manager for GLC’s Canadian Growth equity mandate.
Susan holds an Honours Bachelor of Commerce degree from Queen's University and is a CFA charterholder.
Assistant Vice-President, Portfolio Solutions
As Assistant Vice-President, Brandon is a key member of GLC’s Global Multi-Asset Strategy team, which oversees all of GLC’s balanced, target-date and target-risk asset allocation fund solutions. He plays a lead role in the independent screening, selection, due diligence and monitoring of each investment manager and underlying fund component.
Since 2011, Brandon has played a lead role in portfolio construction, asset management and oversight of GLC’s target date and target risk asset allocation funds as part of the Portfolio Solutions Group team. As part of GLC’s Global Multi-Asset Strategy team, Brandon expands his responsibilities across all of GLC’s multi-asset solutions. Prior to joining GLC, Brandon held increasingly senior investment roles with the Great-West Life group of companies.
Brandon holds an Honours Bachelor of Business Administration degree from Brock University and is a CFA charterholder.