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Portfolio Management Strategies – Active Versus Passive

November 4, 2013
Dundee Capital Markets
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Paul Vorstadt works at National Bank Financial, as portfolio manager and vice president. He has served financial clients since 1994, offering a wide range of services to best suit their needs. Paul Vorstadt provides expert portfolio management in order to prepare his customers for the future.

Portfolio management refers to arranging investments in order to reach certain goals. There are a number of different approaches, and each suits some better than others. Passive management is an approach that was popular during the 1990s. These types of funds are the choice of investors who are comfortable with market-level rates of return. Strategic asset allocation is a passive management approach where the portfolio is fixed, and a typical blend of investments might include 10 percent cash, 30 percent bonds, and 60 percent equities.

Active management is where a portfolio manager allocates a client’s assets by way of certain strategies. In tactical asset allocation, the mix can be altered to react to changing financial conditions. This enables an investment professional to manage risk continuously by balancing the client’s investment portfolio.

 

© NATIONAL BANK FINANCIAL. All rights reserved 2013 – 2017.
National Bank Financial is an indirect wholly-owned subsidiary of National Bank of Canada. The National Bank of Canada is a public company listed on the Toronto Stock Exchange (NA: TSX).

Products and services of the National Bank Financial — Wealth Management are only offered in jurisdictions where they may be lawfully offered for sale. All products and services are subject to the terms of the applicable agreement. The information in this Website is subject to change without notice. This communication does not constitute an offer or solicitation by anyone in any jurisdiction in which such an offer or solicitation is not authorized or to any person to whom it is unlawful to make such an offer or solicitation. Prospective investors who are not resident in Canada should consult with their financial adviser to determine if these securities may lawfully be sold in their jurisdiction.

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Portfolio Management Offers Multiple Benefits for Business Project

September 13, 2013
Paul Vorstadt
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As a professional in financial services, Paul Vorstadt currently works with National Bank Financial. He brings nearly two decades of experience developing solid strategies to assist clients with all aspects of financial planning. Paul Vorstadt’s specialties include areas of finance such as risk management, wealth management, and finance management during divorce. In addition, he offers assistance to clients in the form of general portfolio management.

Portfolio management covers multiple aspects of finance, most commonly involving investments. Individuals who assist clients with portfolio management may advise them regarding the correlation of investments to objectives or goals, in addition to evaluating risk in relation to the performance of a corporation or institution.

Undergoing general or project portfolio management provides several benefits to a corporation or other business. Considering that portfolio management helps business leaders and other executives visualize available funding, it may help to provide more accurate estimates for project budgets. This may result in an overall reduction in the occurrence of overspending.

The streamlined organization of project funding may also help to make overall project plans more efficient and result in more success for each project. This is due to a decrease in factors such as schedule delays and poorly managed resources.

© NATIONAL BANK FINANCIAL. All rights reserved 2013 – 2017.
National Bank Financial is an indirect wholly-owned subsidiary of National Bank of Canada. The National Bank of Canada is a public company listed on the Toronto Stock Exchange (NA: TSX).

Products and services of the National Bank Financial — Wealth Management are only offered in jurisdictions where they may be lawfully offered for sale. All products and services are subject to the terms of the applicable agreement. The information in this Website is subject to change without notice. This communication does not constitute an offer or solicitation by anyone in any jurisdiction in which such an offer or solicitation is not authorized or to any person to whom it is unlawful to make such an offer or solicitation. Prospective investors who are not resident in Canada should consult with their financial adviser to determine if these securities may lawfully be sold in their jurisdiction.

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