Philosophie et processus de placement

Selon nous, le maintien d’une exposition constante aux marchés au fil du temps constitue l’un des meilleurs moyens d’obtenir des rendements attrayants.

La constitution de portefeuilles axés sur les objectifs des investisseurs – et l’harmonisation de ces portefeuilles avec la tolérance au risque associée à chaque objectif – devrait aider les investisseurs à se concentrer sur leur atteinte, en augmentant le niveau de confiance à l’égard de la stratégie de placement dans son ensemble, plutôt que d’apporter des changements en réaction aux turbulences à court terme sur les marchés.

Notre processus de placement en cinq étapes limite la volatilité et gère le risque afin d’aider les investisseurs à atteindre leurs objectifs dans toutes les conditions de marché.

Poursuivre les objectifs des investisseurs : cinq étapes clés

1. Allocation d'actifs active
2. Conception de portefeuille actif
3. Sélection du gestionnaire actif
4. Gestion active de portefeuille
5. Gestion active des risques 

Important Information

This information should not be relied upon by the reader as research or investment advice, nor should it be construed as a recommendation to purchase or sell a security. The reader should consult with their financial professional for more information.

Statements that are not factual in nature, including opinions, projections and estimates, assume certain economic conditions and industry developments and constitute only current opinions that are subject to change without notice.  Nothing herein is intended to be a forecast of future events, or a guarantee of future results. 

There are risks involved with investing, including loss of principal. There is no assurance the goals of the strategies discussed will be met. Diversification may not protect against market risk. The value of an investment and any income from it can go down as well as up. Investors may get back less than the original amount invested. Returns may increase or decrease as a result of currency fluctuations. Past performance is not a reliable indicator of future results. Investment may not be suitable for everyone.

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Information provided in Canada by SEI Investments Canada Company, the Manager of the SEI Funds in Canada.