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 with a low level of risk over the long term. This appeals to trustees given their primary mandate to preserve members’ contributions and increase returns over the long-term.
We manage portfolios on either a pooled basis (minimum account size: $1-million) or segregated basis (minimum account size: $10-million).
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.
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 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 at 1-800-668-7366 or email info@genuscap.com to learn more about our investment solutions and what we can do for you.
GENUS VIDEO COMMENTARY
Genus CEO and Chief Investment Officer, Wayne Wachell, and Director of Wealth Management, Leslie G. Cliff, discuss the economy, current opportunities, and events impacting the financial markets.
LATEST COMMENTARY
NO DOUBLE DIP
Equity markets needed to correct from last year’s stimulus-induced highs, but their moves down in the second quarter were overdone as investors succumbed to exaggerated fears of a double-dip recession. Despite the tough economic landscape, the odds of a double-dip are zero.
Read on...