Asset allocation is a scientific model that can guide your investment strategy.
Derived from Nobel Prize-winning research, asset allocation operates on the principle that the balance of assets within your portfolio has a greater impact on both risk and returns than the individual stocks or bonds selected.
Risk is measured as the degree of fluctuation – both positive and negative – in the returns of your portfolio. Asset allocation aims to produce the highest expected rate of return possible at the level of risk that you choose.
What kind of investor are you?
Before you can understand what kind of investor you are, your advisor will need to perform a thorough analysis of your personal financial circumstances and tolerance for investment risk. This critical process will, in turn, guide your advisor in discovering what combination of Transamerica investment solutions are appropriate for you.
At Transamerica we have several managed portfolio solutions that provide ongoing monitoring to ensure that the balance remains consistent. Through the Transamerica Guaranteed Investment Funds contract – your advisor has access to portfolios managed by Transamerica, Franklin Templeton and AGF Investments.
Plan Types
Articles
INFOSTORELinks to valuable information directly from sources such as CRA and the Bank of Canada
TFSA CalculatorLearn more about what a TFSA might mean to you by using this online tool
Financial Statements
The benefits of asset allocation
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