While being strategic and long-term, asset allocation is based on capital market assumptions which are continually reviewed and tested against market conditions to ensure that they reflect the most current thinking, advancements in practical investment finance, and academic research.
A well-constructed portfolio will maximize the return for the amount of risk that is acceptable to you. Building your customized portfolio, we consider these five important principles:
Building wealth requires discipline, constant attention, and an array of specialized advice. Discover how Mercer can manage your wealth from A to Z. Complete the form below and one of our wealth counsellors will contact you.
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