Portfolio construction, including security selection, follows and is
implemented by portfolio managers.
Portfolio construction, including security selection, follows and is
implemented by our portfolio managers.
Not exact matches
archerETF is led
by Vikash Jain, a registered
portfolio manager who uses a proprietary tactical asset allocation model to determine a client's asset mix which is then
implemented using Exchange Traded Funds (ETFs).
Clients could
implement the change
by transferring the Canadian stock
portfolio to a foreign
manager and allow replacement of the domestic stocks over time when superior foreign opportunities are available.
Key Highlights: • Conceptualized and
implemented due diligence procedures to ensure compliance with investment guidelines as addressed
by the Compliance officer and
Portfolio Manager.