Exponent Investment Management is an investment advisor based in Ottawa, Canada. The firm offers services for pension planning, portfolio analysis, and wealth allocation. Its certified financial advisors adopt a straightforward approach to design financial services for each client. The firm works with business owners and professionals who are transitioning to retirement and want to focus on passive income. The firm’s services are customized to the individual client and are tailored to meet the client’s specific needs.
Graham is Chief Investment Strategist at Exponent Investment Management
Graham has over four decades of experience in the markets. He started his career on Bay Street at Royal Trust, then spent time working for a major money manager in Switzerland. He now serves as the Chief Investment Strategist for Exponent Investment Management. He was the first to coin the term “portfolio engineering” and has used it to build risk-averse, ESG-based, and multi-asset portfolios.
Exponent focuses on investing in global companies and their derived industries. It recognizes that true volatility protection requires diversification across many sectors. As such, it is not afraid to shift money out of risky sectors if headwinds are imminent. It is also not geographic-agnostic, so it can react quickly to any changes in the market.
Graham is an avid Tae Kwon-Do practitioner and enjoys spending time at his cottage. He is also a CFP (Certified Financial Planner) and holds the TEP (Trust and Estate Practitioner) designation. His other interests include https://ex-ponent.com charity work, global travel, and time spent with his family.
The firm focuses on globally focused and derived companies
In the firm’s most recent research, executives from both derived and globally focused companies emphasized the importance of delivering superior quality in product and service offerings. While all executives emphasized that innovation and product development are vital, a quality focus encompasses the full range of value-adding activities. Superior quality products are more desirable to consumers and often command higher prices. In addition, consumers often benchmark product quality against those of foreign-based companies.
A resource-based approach also emphasizes the importance of foundational resources that serve as a stable foundation for strategy development. One resource that appears to be essential for born globals is knowledge. Managers of young, globally oriented firms should develop and apply unique knowledge in order to develop the appropriate organizational capabilities and produce a unique configuration of resources.
It offers wealth allocation, pension planning & portfolio analysis services
Exponent Investment Management provides a variety of services for investors including pension planning, wealth allocation, and portfolio analysis. This service can be tailored to the specific needs of each client, based on their financial situation, risk tolerance, and investment horizon. Its team of experienced professionals will make recommendations based on their experience and industry knowledge, and use tools to manage client assets.