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Mar 15, 2023

Episode #50: 2023 Update on Expected Returns

In this Episode, James Parkyn & François Doyon La Rochelle welcome back their dear colleague Raymond Kerzerho, PWL’s Senior Researcher & Head of Shared Services Research. Together they discuss the update of the Capital Market Assumptions for Expected returns titled “Financial Planning Assumptions”, that he produced with PWL’s Head of Research & Client Education, Ben Felix.


– Financial Planning Assumptions (Market Capitalization Weighted Portfolio) – PWL Capital  by Raymond Kerzerho & Benjamin Felix (February 22, 2023) 

-Financial Planning Assumptions (Factor Tilted Portfolio) – PWL Capital  by Raymond Kerzerho & Benjamin Felix (February 22, 2023) 

James Parkyn
James Parkyn

James is a founding partner and Portfolio Manager at PWL Capital Inc. in Montreal with over 25 years of experience helping clients achieve their financial goals.

François Doyon La Rochelle
François Doyon La Rochelle

François is committed in delivering to his clients a disciplined and tax efficient approach to portfolio construction and management based on strategies that are supported by academic research.

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