Institutions & Unions
Ensuring Safety & Growth
We believe the real opportunity to achieve superior results for our pension and union clients is in establishing and adhering to an appropriate long-term investment strategy, and relying on superior security selection within asset classes to add value, over and above the returns of the markets.
Appeal of Our Approach
We serve a wide range of institutional investors, including union accounts, in a highly customized manner to address their unique needs.
Our approach has yielded excellent competitive returns over the long term. Achieved with a low level of risk, our approach appeals to trustees given their primary mandate to preserve members’ contributions and increase returns over the long-term.
Asset Mix Management
For Institutional Balanced portfolios, the client's long-term policy mix is our guidepost. Maintaining this asset mix in a disciplined fashion produces the best returns. As a result, we do not deviate dramatically from the long-term asset mix, managing it within 10% bounds and making shifts based on the outlook for the markets.
We add value through rigorous, bottom-up security selection and strive to consistently outperform our benchmarks over time.
Investment Platform
Our robust investment platform includes domestic and international equity asset classes, emerging market exposure, alternative strategies, and a range of fixed income asset classes.
Clients can also choose from socially screened portfolios that focus on sustainability and social issues. We provide Canadian equity, global equity and bonds under the banner of our Biosphere Plus portfolios.
Our strategies are available on a separate account basis and through the pooled funds that make up our investment platform.
Specialist Expertise
We directly manage core equity disciplines for which we have strong capabilities and a solid 20-year track record of reliable and consistent returns.
For asset classes and services requiring unique expertise and resources, we partner with premier institutional sub-advisors and service providers. This pooling of specialist expertise in our value chain gives us a distinct competitive edge in creating and building value for our clients.
Keeping You Informed
We take pride in providing reports and account information that is meaningful and easy to understand. We ensure that your investment and reporting needs are clearly defined and appropriately addressed.
Key Features & Benefits
► Professionally managed portfolio; experienced and seasoned investment teams
► Made-to-measure strategies designed to preserve capital and generate income
► Superior equity and fixed income management by leading money managers
► Exceptional client service, administration and record-keeping
Contact Us
We invite you to contact us to learn more about our investment solutions and look forward to working with you to further your goals.
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