Alfred Lee

Deputy Chief Investment Officer at Q Wealth Partners and experienced multi-asset portfolio architect who previously managed large equity and fixed income mandates at BMO and worked on quantitative easing operations at the Bank of Canada.

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Dec 15, 2025 • 45min

E262: The 50-30-20 Portfolio: How Institutions Are Rebuilding 60/40

In this discussion, Alfred Lee, Deputy Chief Investment Officer at Q Wealth Partners and former portfolio manager at BMO, shares insights on modern portfolio strategies. He explains why alpha generation is more challenging than ever and the need for alternatives in investment frameworks. Alfred also delves into the significance of inflation and its impact on real assets, and introduces his innovative 50-30-20 portfolio model. Through his experiences, he outlines the importance of liquidity planning and emphasizes diversifying across private investments for better crisis resilience.

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