• Our Balanced Capabilities

Balanced






Robert Vanderhooft, CFA

CEO & CIO, TD Greystone Asset Management,
SVP, TD Bank Group

Responsibilities:
Corporate and investment strategies; member, Asset Strategy Team

Career began: 1987
At TD Greystone: 1991

Previous experience:
U.S. Equity Analyst, Great-West Life Assurance

Education:
B.Comm., University of Manitoba; Chartered Financial Analyst

Location: Regina

 


Our Asset Strategy team leverages the deep knowledge of the various asset team leads to construct an actively managed, multi-asset class portfolio of fixed income, domestic and foreign equities. A combination of top-down analysis, bottom-up selection and risk conscious construction is utilized to add value for our clients.

Robert L. Vanderhooft, CFA
CEO & CIO, TD Greystone Asset Management, SVP, TD Bank Group


Fund Snapshot: Balanced Fund

Why TD Greystone Asset Management

As TD Greystone was founded by several pension funds to manage their entire portfolios, multi-asset balanced portfolio management is a core expertise of the firm. We add value primarily through our rigorous, bottom-up security selection, but also through top-down asset allocation, which is also used as a risk-control tool. Our team approach and widespread employee ownership assure long-term consistency and continuity in our philosophy and processes.

The Strategist<sup>®</sup> Autumn 2018

The Strategist® Autumn 2018

Our Autumn edition of The Strategist details our key thoughts across public and private asset classes as we analyze opportunities and risks within fixed income, equities, mortgages, real estate and infrastructure.

Read the autumn edition »

The information is that of Greystone as of Oct 31, 2018 or earlier. As of Nov 1, 2018, Greystone now operates as TD Greystone Asset Management.

A Total Portfolio Perspective

A Total Portfolio Perspective

An efficient fixed income strategy should reduce the risk of the overall investment portfolio without sacrificing returns. As part of a balanced portfolio, fixed income can play an important role in reducing portfolio volatility and stabilizing the total portfolio in periods of equity stress.

Read more about our perspective »

The information is that of Greystone as of Oct 31, 2018 or earlier. As of Nov 1, 2018, Greystone now operates as TD Greystone Asset Management.

Philosophy

Active asset management has the potential to deliver superior rates of return.

An asset’s ability to generate
income creates value.

Diversification reduces risk
and enhances returns.

Process

When building a balanced portfolio, we use a disciplined three-point process:

  1. Starting with macroeconomics, monetary and fiscal policy, and global political trends, we review recent performance and forecast potential rates of return and volatility 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 Fund’s risk objectives in mind.
  3. We then implement from the bottom-up, using public and proprietary research and a disciplined selection process for trading the individual securities in the portfolio.

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

 

Looking for a Multi-asset Class Solution Investment Partner? inquiries@greystone.ca

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