Model Portfolios

Tacita Capital has been managing various separately managed account Model Portfolios since its inception. Additional mandates have been developed, incubated with internal capital and implemented over the years.

These Model Portfolios are available to dealers with Unified Managed Accounts managed on a discretionary basis as well as large investors seeking a targeted mandate implementation to complement their other portfolio exposures.

Our quantamental Model Portfolios incorporate various factor exposures such as value, quality, momentum and size depending on the mandate, and to take advantage of the associated long-term factor premia return potential available in the Canadian marketplace. The ongoing management of our Model Portfolios incorporates a disciplined selection and rebalancing regimen, as well as an ongoing focus on portfolio risk and investment tax management.