Assets Blog Investment Horizon 
BlueMind
SEPTEMBER 11, 2022
Let’s take an example of a client who has a tendency to always play it safe and prefers taking the less risky approach when it comes to investing, despite the fact they have a high asset and low liability portfolio. The ideal approach would require them to proceed with extra caution due to their low assets and high liabilities.
Quiet Growth
MAY 23, 2023
The theory encourages diversification, which means spreading investments across various asset classes. However, MPT can face challenges during extreme market stress or crisis when correlations between assets can increase dramatically. The aim is to balance risk and return, regardless of market conditions.
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Quiet Growth
MAY 28, 2023
The ability to diversify across different asset types, including international investments, aligns well with the principles of MPT. During a market crash, most assets tend to fall in value, and a portfolio based on MPT principles is not immune to this. Can MPT help in asset allocation for retirement planning?
Quiet Growth
MAY 15, 2023
The return on these bonds often serves as the risk-free rate, a baseline against which the returns of other investments are compared. For instance, it is used in the Capital Asset Pricing Model (CAPM), which helps determine the expected return on an investment given its systematic risk.
Quiet Growth
MAY 17, 2023
The investor can attempt this by carefully choosing the proportions of various assets. This refers to spreading investments across various assets or asset classes to reduce risk. Diversification can help investors to limit exposure to any single asset or risk.
Pension Pulse
MAY 24, 2023
Barbara Shecter of the National Post reports Canada Pension Plan investing board posts 1.3% return for year: The Canada Pension Plan Investment Board posted a net return of 1.3 per cent for the fiscal year ended March 31, ending the year with net fund assets of $570 billion compared to $539 billion a year earlier.
Pension Pulse
AUGUST 28, 2023
But CPPIB’s continued investment in fossil fuels is irreconcilable with its net-zero emissions commitment and its purpose of providing Canadians with retirement security across an investment horizon that spans decades. Importantly, divestment only transfers the risk of an asset to a fund that doesn't give a damn about ESG.
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