What's the strategy?
Conservative Folio (PSG) is a target risk fund of funds, holding underlying funds that invest in asset classes including Canadian and foreign fixed income and Canadian and foreign equity.
It is constructed to provide strong income, modest growth opportunity, and very low volatility. The strategy has a consideration to inflation protection, a highly diversified fixed income allocation, including domestic and foreign government and credit bonds, and a preference for large cap value stocks in the equity allocation.
Why invest in this portfolio strategy?
Ideal for investors seeking a primarily fixed income portfolio with some equity exposure.
The strategy provides diversification through exposure to multiple asset classes in domestic and foreign markets and multiple active managers.
Investors benefit from tactical asset allocation decisions by the portfolio manager, including changes to the fixed income/equity allocation as well as the domestic/foreign allocation of the funds. The portfolio manager may make changes to the underlying fund mix in line with current forward-looking views on an ongoing basis. In addition, investors benefit from the active management of the underlying fund managers. Investors further benefit from automatic rebalancing, ensuring the asset mix stays close to the desired asset mix.
A member of the Portfolio Solutions team since 2011, Susan is responsible for the entire team and oversees portfolio management of the asset allocation portfolios, including independent screening, selection, due diligence and monitoring of each investment manager and underlying fund component.
Susan joined the Laketon team in 1996, where she held progressively senior roles, most notably co-lead manager for the Canadian Growth equity mandate. Susan also has experience managing U.S. equity mandates and working as a global equity analyst.
Susan holds an honours bachelor of commerce degree from Queen's University and is a CFA charterholder.