Founded in 1972 to manage individual family portfolios, TAL entered into the institutional market within a year. With its broad scope of services, its depth of resources and close to $44 billion in assets under management, TAL Global Asset Management Inc. today ranks among Canada’s leading investment management firms. From private portfolios and pension funds, our client base has grown to include endowments, insurance funds and mutual funds. We offer a wide array of products and continue to develop innovative investment solutions that reflect evolving client needs.

MACRO ECONOMY: IDENTIFYING OPPORTUNITIES
TAL’s multi-disciplinary team exercises sound judgment, supported by superior quantitative analysis, in order to identify and exploit opportunities for extracting incremental value from the market. Our disciplined process reduces emotional bias, while spreading investment strategies over large numbers of investment decisions, thereby achieving an optimal balance between risk and return.

GLOBAL EQUITIES: BEYOND “ONE-STYLE-FITS-ALL”
Our approach to global equities is systematic and team-oriented. We do not believe that “one-style-fits-all”. We instead adopt a style or range of styles best suited to achieving our clients’ goals. In order to do this, our investment managers have access to TAL’s in-depth research – research which can support their scrutiny of stocks and risk factors from a wide range of perspectives, and enables them to make the best decisions. The TAL integrated global research platform allows us to leverage our individual portfolio managers’ core strengths, while deploying multiple styles to better manage risk.

FIXED INCOME: DIFFERENT STRATEGIES FOR DIFFERENT TIMES
TAL has longstanding experience in managing active, passive and structured fixed-income portfolios across the entire spectrum of fixed-income ratings, both domestically and internationally. Our well-articulated process encompasses a range of value-added strategies, supported by TAL’s global research and risk management capabilities.

ADDING VALUE IN CHALLENGING TIMES
Given the highly volatile, complex and lower-return environment of the past decade, we believe that our continued investment in research, process enhancements and client solutions clearly differentiate TAL. Unlike many of our peers, we have the ability to deploy a range of styles to meet our clients’ varied objectives. At TAL, we apply rigour, discipline and transparency to the process – attributes we believe are even more important in volatile markets, and where corporate governance has become a growing concern. As the industry fragments into “specialists”, and as investment products proliferate, TAL’s integrated total solutions are adding significant value.

MANAGING RISK
Risk management is integral to the TAL investment process and goes beyond simple risk measurement. At TAL, we measure and monitor risk exposure throughout the investment process. As a matter of course, we exhaustively analyze individual portfolio construction, not only for style soundness and process rigour, but also for risk management and control. Moreover, to ensure objectivity, a specialized team performs independent risk monitoring.

TAL is an acknowledged investment leader in Canada, offering scope, scale and discipline, combined with depth of judgment and research. Each of the 80-member strong investment management platform adheres to a clear investment philosophy: Research, Rigour, Results.