At TDAM, the investment process begins with the client. We work together to develop a unique individual profile of investment priorities, risk-return objectives and special tax and regulatory requirements. We then propose a strategy and product designed to meet these needs.

Having identified the appropriate solution, we carefully assemble an initial portfolio taking into account the prevailing market conditions. Once constructed, each portfolio is reviewed daily using our state-of-the-art risk management system, which identifies any divergence from the investment strategy and the client’s ultimate objectives.

Every two weeks, our investment committee meets to review the state of the market and the prevailing economic and political landscape, as well as all statistical and technical indicators. From here, the committee forms a consensus on the makeup of our model portfolios.

The investment team then adapts these decisions to the individual portfolios, taking into account the daily movements of the market. Finally, transactions are carried out via a carefully screened selection of brokerages.