Investment Management Strategy & Style
Our primary focus is maximizing the return on portfolios within the confines of the risk parameters stipulated in each client’s Investment Policy Statement (IPS).
Scotia Investments' management decisions are based on fundamental research which allows us to actively anticipate market trends in most instances and select the appropriate asset allocation.
Our investment strategy takes into consideration the direction of the macro-economy, any unique circumstances and assumed risk-return parameters of our clients.
One of the fundamental principles underlying our investment philosophy is that attractive long-term investment returns are achieved through the diversification of investments among the major asset classes which are cash, fixed income, stocks and real estate.
We manage risks, not just returns. Our practice is to prudently manage portfolio risk through diversification among the various asset classes.
Our management style is collaborative and consultative as we work with our clients to develop their investment objectives and customize investment solutions to achieve those goals.