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Construct a strategic asset allocation policy for the portfolio you recommended. Using information provided in the case, the additional readings provided for this assignment, and

  1. Construct a strategic asset allocation policy for the portfolio you recommended. Using information provided in the case, the additional readings provided for this assignment, and the chapter 9 reading, explain at least three factors that you would need to consider when developing a strategic asset allocation policy. A sample strategic asset allocation policy is provided below.

Asset Class

Policy Weight

Upper Limit

Lower Limit

Government Bonds

10%

15%

5%

Corporate bond

10%

15%

5%

Canadian Equities

20%

30%

10%

U.S. Equities

30%

40%

20%

International Equities

20%

25%

15%

Emerging Market Equities

10%

15%

5%

TOTAL

100%

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