How the Empire Life investment team’s success in 2022 has informed and influenced their 2023 strategies
The recent Investment Executive article “Stock picking supports segs in 2022” ranked Empire Life 2nd among carriers for segregated fund returns, stating that over 84% of our segregated fund assets under management were ranked in the first or second quartile.1 In this follow-up Q&A, Paul Holba, Senior Vice-President and Chief Investment Officer provides an informative look back at the challenging markets of 2022 and the tactics and strategies the team used to deliver their outstanding segregated fund performance.
Read how asset allocation, stock picking, and actively managing a rising interest rate environment all contributed to the team's success and how it is influencing the Empire Life investments team’s strategies in 2023.
1 As at December 31, 2022. Source: Morningstar Research Inc.
Empire Life Investments Inc., a wholly owned subsidiary of The Empire Life Insurance Company, is the Portfolio Manager of Empire Life Segregated Funds. The units of the Funds are available only in those jurisdictions where they may be lawfully offered for sale and therein only by persons permitted to sell such units. Investments are not guaranteed, their values change frequently, and past performance may not be repeated. Any amount that is allocated to a Segregated Fund is invested at the risk of the contract owner and may increase or decrease in value. A description of the key features of the individual variable insurance contract is contained in the Information Folder for the product being considered. Segregated Fund policies are issued by The Empire Life Insurance Company.
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