STRATEGIC ASSET ALLOCATION
Design smarter asset mixes with clear, risk-aware insights.
2E SERVICES
EXPERT PORTFOLIO CONSULTING
BUILT ON EXPERIENCE. BACKED BY INSIGHTS.
Our multi-disciplinary consulting team brings deep experience that helps align portfolios with your clients’ goals. Every engagement is tailored. Every recommendation is grounded in data.
STRATEGIC ASSET ALLOCATION
Design smarter asset mixes with clear, risk-aware insights.
TACTICAL ASSET ALLOCATION
Stress tests, volatility simulations, economic scenario modeling to reflect your active views.
FACTOR ANALYSIS
Intentionally manage and diversify key risk factors driving portfolio performance.
EVALUATION OF ALPHA SOURCES
Quantitatively assess strategies across return quality, risk, alpha, and diversification.
OUR BETA FOOTPRINT1
A proprietary, tested multi-asset risk factor model that underpins a total portfolio approach used by institutions worldwide. We believe this approach can help you assess whether the risks in your portfolio are intentional and appropriately allocated.
2ND ENGINE INSIGHTS
Smarter Fee Budgeting
Shifting Capital Allocations to optimize portfolios
Fortified Portfolios: Greater Certainty Amid Change
The 40/30/30 framework blends traditional and alternative assets with the aim to adapt, mitigate risks, and unlock enhanced returns.
Rethinking Retirement Portfolios
With 1 in 8 Canadians nearing retirement, a 40/30/30 portfolio approach can offer greater certainty.
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CONTACT US2ND ENGINE™ is a division of Picton Mahoney Asset Management.
The information provided herein has been provided as a general source of information, is subject to change without notification and should not be construed as investment advice. This material should not be relied upon for any investment decision and is not a recommendation, solicitation or offering of any security in any jurisdiction. The information contained in this material has been obtained from sources believed reliable, however, the accuracy and/or completeness of the information is not guaranteed by Picton Mahoney Asset Management, nor does Picton Mahoney Asset Management assume any responsibility or liability whatsoever. All investments involve risk and may lose value. This information is not intended to provide financial, investment, tax, legal or accounting advice specific to any person, and should not be relied upon in that regard. Tax, investment and all other decisions should be made, as appropriate, only with guidance from a qualified professional.
2ND ENGINE™ is a trademark of Picton Mahoney Asset Management.