WAAC Perspectives | March 2024

A monthly update of the outlook from WAAC including the strategic and dynamic asset-class weights by investor profile as determined by the Wealth Investment Policy Committee. 

TD Wealth Strategy Process

Investment is a very human endeavour, and it's our people who make the difference. Our wealth strategy process leverages a diverse group of industry experts from across TD Asset Management and TD Wealth to harness the thought leadership of the Wealth Asset Allocation Committee, Wealth Investment Policy Committee and the Wealth Investment Management Committee.

Our team of analysts and portfolio managers have a deep commitment to understanding the global economy, and the function and behaviour of financial markets. Using risk factors to manage exposure, we build and manage goals-based portfolios that blend the best of traditional and alternative asset classes — resulting in a distinct track record of success.

1. Wealth Asset Allocation Committee (WAAC)

Considers the financial market environment and provides direction and themes

2. Wealth Investment Policy Committee (WIPC)

Interprets WAAC views and sets general investor profile asset-class weights

3. Wealth Investment Management Committee (WIMC)

Manages strategies and mandates to fulfill specific factor and asset mixes