Asset management
Strategies
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Laddered bonds
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The Laddered bond strategy is based on Canadian provincial and municipal bonds where cash flows (maturity and interest coupons) are equally weighted over a given period. This type of investment incorporates a large number of coupons and residuals. Titles are held until maturity and the amounts generated by the matured securities are reinvested. Optimum Asset Management uses this strategy with high-quality securities while applying continuous risk management.
Strategy highlights
- Optimum strategy created in 2010
- Asset management tailored to the client’s risk budget
- Consistent returns since the product was introduced
Documentation
For further information, contact your Optimum representative.