National Bank Financial is an indirect wholly owned subsidiary of National Bank of Canada. The National Bank of Canada is a public company listed on the Toronto Stock Exchange (NA: TSX).

© 2018 Schulman Group. All rights reserved.

PORTFOLIO MANAGEMENT

Portfolio Management

Our investment model rests on four fundamental principles :

• Long-term capital growth and preservation

• Sound risk management

• Selection of high-quality securities

• Optimization of your portfolio to meet your unique needs

Risk Management :

• Strategic asset allocation in line with your investor profile

• Tactical, timely and periodic portfolio re-balancing

• Sectoral and geographic diversification

• Selection of securities based on in-depth analyses

Our management, your portfolio

• We respect and apply your investment policy

• We invest according to a process pre-established with you

• We maximum returns while minimizing risks (Sharpe ratio)

• We use enhanced risk management and diversification techniques

• We have an excellent understanding of macroeconomic factors

• We analyze and monitor the current economic climate