All Country World Equity Index
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The strategy seeks to provide exposure to the global equity market by matching key attributes of the MSCI All Country World Index ex-Canada Net Dividends.
Key Highlights
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Delivering Index-like returns
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Diversified equity exposure
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Minimized tracking
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Low-cost solution
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Disciplined risk management process
Investment Approach
We seek to consistently track the performance of our respective strategy benchmarks through rigorous risk controls, strict implementation discipline and strong investment oversight. Our passive investment teams are composed of uniquely skilled and thoroughly experienced investment professionals, which has been a key component of our success.
With over 30 years of experience managing equity investments, passive investment management has been a significant part of our business at TDAM. We offer a full spectrum of investment solutions and aim to deliver desired market exposure based on both widely used and custom benchmarks.
Research and Screening Process:
We seek to replicate the performance of the index by investing directly or indirectly in a representative portfolio of constituent stocks of the Index. The strategy intends to use full replication techniques and/or an optimization approach to construct a portfolio with characteristics similar to the benchmark.
Technology and proprietary software are used to maintain tight thresholds which help ensure the portfolio mirrors the characteristics of the index as closely as possible.
Portfolio Construction & Risk Control Methodology:
Effectively tracking benchmarks requires expertise in understanding the rules and guidelines of each index provider such as index inclusions, exclusions, rebalancing and other changes. We conduct research on upcoming and forecast changes, in addition to participating in ongoing dialogue and consultation with index providers given our scale in the market and representation on industry committees.
We have implemented effective risk management practices while investment, financial, regulatory and operational risk is all managed and actively monitored. Our clients value that we have a dedicated Risk Management Group that works independent of the TDAM Investment Management team.
