Picton Mahoney Asset Management Launches New Portfolio Construction Consultation Service for Advisors

Service to provide financial advisors access to data analytics and risk management insights to help design investment portfolios that aim to achieve better outcomes for clients

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TORONTO--(BUSINESS WIRE)--Picton Mahoney Asset Management (“Picton Mahoney”), today announced the launch of its Portfolio Construction Consultation Service (PCCS). The service provides advisors with access to comprehensive data analytics, such as risk assessment and stress-testing analyses, intended to assist advisors with the construction of resilient and fortified portfolios that help their clients stay invested across different market scenarios and conditions. The service will be provided at no charge to advisors and may include recommendations on specific Picton Mahoney investment funds or products to consider in connection the investment portfolio design process.

“Over the past 16 years, our goal has been to help investors achieve their financial goals with greater certainty. Our clients have benefited from an approach to investing that includes using more asset classes in the construction of portfolios, adding sources of uncorrelated returns to portfolios and employing various risk mitigation strategies,” said David Picton, President, CEO and Portfolio Manager, Picton Mahoney. “We’re excited to share our unique insights on the portfolio fortification strategies that underpin this new PCCS offering within the financial advisor community.”

With the launch of PCCS, the firm will also share its views on portfolio construction with advisors.

“Various factors including interest rates moving higher, the rising risk of inflation and heightened market volatility are creating challenges for traditional asset allocation and portfolio construction models,” said Robert Wilson, Head of Portfolio Construction Consultation Services, Picton Mahoney. “We believe that portfolio construction is one of the greatest differentiators in the Canadian investment industry. Through the launch of this service, we hope to share portfolio construction and risk management insights to help advisors design resilient portfolios that have the potential to perform well across a broad range of economic and market scenarios.”

The service will bring Picton Mahoney’s internal capabilities to the forefront and is exclusively offered to advisors. For advisors interested in learning more about this service, please contact Robert Wilson, Head, Portfolio Construction Consultation Service at [e-mail].

For more information about Picton Mahoney, please visit pictonmahoney.com.

About Picton Mahoney Asset Management

Picton Mahoney Asset Management specializes in differentiated investment solutions and rules-based volatility management. Picton Mahoney helps its clients fortify their portfolios based on experience honed over the years through different market cycles and investing environments.

Founded in 2004 and 100% employee-owned, Picton Mahoney is a portfolio management boutique entrusted with over $8.65 billion (as at March 31, 2021) in assets under management. Pioneers of Authentic Hedge® investment principles and practices in Canada, the firm offers a full suite of investment solutions, including mutual and alternative funds, to institutional and retail investors across the country.

Commissions, trailing commissions, management fees, performance fees and expenses all may be associated with mutual fund investments. Please read the prospectus before investing. Mutual funds are not guaranteed, their values change frequently, and past performance may not be repeated. Alternative funds can only be purchased through a registered dealer and are available only in those jurisdictions where they may be lawfully offered for sale.