What's the strategy?
The Income Focus (PSG) portfolio is part of a suite of Income Allocation funds, which are ideal for investors seeking multiple sources of income-generating assets.
Each Income Allocation fund seeks to optimize the income within a well-defined risk tolerance, through dividend paying stocks, attractive yielding bonds, and other income-producing assets.
Investors can benefit from:
- the opportunity for capital appreciation from equity and fixed income components of the fund
- regional, asset manager and asset class diversification;
- strategic portfolio construction;
- specialized and active management of the underlying fund components; and
- automatic rebalancing to remain aligned with stated risk parameters
Why invest in this portfolio strategy?
The Income Allocation (PSG) funds are a suite of three income-oriented fund-of-funds aligned to well-defined risk parameters.
This fund is designed to generate a high-level of income within a low risk tolerance through underlying fund components of Canadian and foreign fixed income and equity securities.
The Income Allocation (PSG) funds are actively managed with a disciplined approach to strategic portfolio construction, a focus on effective diversification by region, asset class and asset manager, and rigorous oversight of each fund component. Attractive higher-yielding fixed income and equity investments are strategically combined to provide strong income, modest growth opportunity, and mitigate volatility. The strategy also has a consideration to inflation protection.
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.