BULLWEALTH Discusses the Importance of Asset Allocation

Savva Cherdantsev, BULLWEALTH’s Director of Research & Investments, interviews Peter Klein, BULLWEALTH’s Chair of our Asset Allocation and Investment Committees, to discuss the importance of asset allocation within an investment portfolio. Savva and Peter explore the role of asset allocation, some of the steps in determining how an optimal asset allocation is developed, biases towards Canadian equities for Canadian investors and the effect of currency within an investment portfolio. Most importantly, Savva and Peter will discuss the factors determining your investment portfolio’s asset allocation.