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Over the past decade the world has seen its share of trials and tribulations. From Greece going bankrupt, to the United Kingdom exiting the European Union (Brexit), a global pandemic, and recent rate hikes occurring at an unprecedented speed and magnitude, markets have not been short on events to react to.
Neither have investment portfolios. While all these events have certainly led to market volatility, it is important to remember the value of positioning portfolios in a manner that allows them to weather economic turbulence more smoothly.
Celebrating 10 years of the TD Retirement Portfolios
Dealing with market volatility can mean different things depending on the investment goal. For the TD Retirement Portfolios (Portfolios), which in 2023 celebrate their tenth anniversary, this means providing investors with an offering that acts as a fixed income compliment within their portfolios that delivers a risk profile in-line with fixed income combined with a potential return profile that surpasses fixed income.
Navigating volatile markets and delivering a smoother journey on investors paths to reaching their investment goals is of key importance to the Asset Allocation team at TD Asset Management Inc. (TDAM). Now that we have officially reached the 10-year anniversary of our Portfolios, we are certainly more than pleased to have delivered on expectations for our investors.
Checking all the boxes
Economic and market environments may change, but the goal of the Portfolios remains consistent: to deliver fixed income like risk with above fixed income like returns. We have checked all the boxes and delivered this outcome over the past decade because of the deep bench strength of experienced individuals within the TDAM Asset Allocation Team, as well as the tools at our disposal.
The team takes pride in evolving the mandates and ensuring that we have the right tools in our toolkit to add diversification levers and ultimately strive to continuously improve the risk-return profiles of our strategies.
Volatility in line with fixed income
Return above fixed income
Lower drawdowns than equities and fixed income
A consistent decade long track record of delivering on expectations
Deep and experienced team with the ability to be nimble
Looking forward to the next 10 years
The team at TDAM looks forward to helping clients reach their investment goals for the next 10 years. And help to diversify and improve risk-adjusted returns within their fixed income allocation. Pursuing long-term investment goals can feel overwhelming at times, however, we believe that adding levers to portfolios that may improve returns without increasing risk helps ease the stress and simply improves the probability of reaching these goals.
本文所含信息由道明资产管理有限公司提供，仅供参考。信息出自我们认为可靠的来源。图表仅供解说之用，并不反映任何投资的未来价值或未来表现。本信息并未提供财务、法律、税务或投资建议。 Particular investment, tax, or trading strategies should be evaluated relative to each individual's objectives and risk tolerance..
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道明资产管理有限公司 (TD Asset Management Inc.) 是道明银行 (The Toronto-Dominion Bank) 的全资拥有附属机构。
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