In this episode of Mackenzie Investments Podcast Series, Yves discusses his background, his development of the diversification ratio, how TOBAM integrates ESG principles and his admiration of Harry Markowitz.
Through our partnership with TOBAM, we are Canada’s only provider of the patented* Maximum Diversification® approach, a strong complement to your core portfolio.
Enhanced diversification for concentrated markets
It’s extremely difficult to forecast the future, which is why TOBAM believes diversification is your only bet and that to be truly diversified, you must look beyond portfolio weightings and consider the correlation of assets. Only then can you construct a portfolio that focuses on diversification.
TOBAM’s unique, research-driven approach provides a complement to traditional market cap-weighted index options by delivering enhanced diversification and improved long-term return potential.
About Yves Choueifaty
Yves Choueifaty is the President and Chief Investment Officer of TOBAM. A mathematician by background, he founded the Maximum Diversification® approach and TOBAM in 2005 after conducting extensive research. Prior to founding TOBAM, Yves was the CEO of Credit Lyonnais Asset Management.
Yves has been recognized as “Chief Investment Officer of the Year” (Funds Europe, 2015) and “Asset Management Leader of the Year” (AGEFI, 2016).
Thought Leader: Yves Choueifaty
Benefits of Maximum Diversification®
Awards and rankings
Talk to your financial advisor to see if Maximum Diversification® investing may be suitable for you
* U.S. Patent No. 7,958,038, Australia Patent No’s. AU 2008202607, AU2011201025
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