Insights for portfolio construction.
Our multi-asset platform is built on a transparent and disciplined investment process. From our funds and model portfolios to our SMAs, we share our thinking, positioning, and trades—so you always know how portfolios are constructed and why. Whether you're looking to scale your practice or stay aligned with market dynamics, we're here to help you navigate complexity with confidence.
The WHY report is a living document that shares our macro asset allocation team views/rationales on most of the portfolio tilts within our multi-asset portfolios
Market Ethos is a weekly market insights publication
The WHY report is a living document that shares our macro asset allocation teams views/rationales on most of the portfolio tilts within our multi-asset portfolios
April 14, 2025
Transparent discipline, research-driven and client-focused centred on long-term value creation.
Dynamic Asset Allocation
Asset allocation will never be static. Portfolios have tilts around baseline allocations driven by the team’s macro views and informed by our proprietary market cycle framework.
Combine active and passive
Active in less efficient markets and passive in more efficient market to keep costs down while striving for superior investment outcomes.
Rigorous investment selection
The funds will incorporate investment strategies and asset classes beyond the traditional 60/40 asset mix with extensive due diligence & monitoring.
Proprietary product limits and Content Support
Limit Purpose products to a 40% maximum allocation (ex-cash) while offering enhanced analytics, trade insights, and thought leadership through publications.
Craig and team manage three Purpose funds, including the industry-favourite Purpose Tactical Asset Allocation Fund.
An asset allocation fund that automatically responds to changing market conditions to generate absolute returns.
Gain broad exposure to an all-in-one core portfolio consisting of a diverse set of asset classes and geographies.
Gain broad exposure to an all-in-one core portfolio consisting of a diverse set of asset classes and geographies.
Gain broad exposure to an all-in-one core portfolio consisting of a diverse set of asset classes and geographies.
A dividend-oriented equity fund with diverse exposures across Canadian and US sectors.
Systematic approach to thematic investments selects leaders based on momentum with an automated sell discipline to take the emotion out of the exits.
Separately managed accounts (SMAs) are models available at a select number of wealth firms in Canada. The end client holds the securities directly in their account with complete transparency of holdings and sees all transactions.
Gain full transparency into our latest insights and investment strategies with up-to-date trade rationales from our multi-asset portfolios.
The Partnership Program helps advisors elevate their approach with portfolio analysis, market insights, and exclusive events, fostering informed decisions and meaningful client discussions.
Experts in asset allocation, due diligence and portfolio modelling. Leverage our expertise so that you can spend more time where it counts.
