Strategic Partners
Pursuing Excellence in Creating Value
At Genus, our pursuit of excellence is reflected in all that we do. The pooling of specialist expertise through our strategic partnerships and sub-advisory relationships gives us a distinct competitive edge in creating and building value for our clients.
Working Together to Achieve More
As a boutique firm with a core focus on managing equities, we believe that partnering with other high-performing specialist managers and service-providers is integral to meeting the needs of our clients.
Our commitment to "open architecture" enables us to offer clients best-in-class equity and fixed income management, access to exchange traded funds, superior portfolio construction, account administration, client service and reporting.
Working together, we achieve far more than we could on our own.
Strategic Partners
Our investment platform enables clients to choose from domestic and international equities, alternative strategies and socially responsible investing options managed by Genus; emerging market exposure through Barclay's Global Investors, one of the world's largest asset managers; and a range of fixed income asset classes managed by Addenda Capital, one of Canada's most successful bond managers.
When selecting partners to add to our value chain, we focus on a high level of alignment in the areas of corporate culture (commitment to excellence, client service, and technology) and a performance focus that emphasizes accountability and risk management. A good reputation and strong brand are also important to us.
Equity Management
We are known for our core expertise of quantitative equity management. Partnering with specialists enables us to focus our investment operations on what we do best.
Equity portfolios are managed by the Genus Institutional Equity team. This team focuses on delivering consistent excess returns relative to a benchmark in all market and style cycles.
Our 20-year track record of successfully separating buys from sells, or good stocks from bad stocks, has resulted in reliable and consistent performance in bull and bear markets. Our track record validates the integrity of our approach.
Fixed Income Management
In 2008, Genus appointed Montreal-based Addenda Capital, one of Canada’s premier specialist institutional bond managers, as the sub-advisor for our bond portfolios. Founded in 1996, Addenda became part of the Co-operators group in 2008. key principals maintain ownership of the firm.
Addenda's 37-strong team manages $35 billion in fixed income. Addenda’s market presence, sector-specific expertise, specialized fixed income team, and quantitative analytic tools are powerful advantages in being able to deliver consistent out-performance relative to benchmarks in our fixed income portfolios.
Administration & Record-Keeping
RBC Dexia, the world’s number one ranked provider of quality custodial services, serves as the trustee, unit holder and record keeper for our pooled funds.
Investment Solutions & Service
The Genus Institutional Balanced team of investment and client service professionals completes our value chain. They assemble investment solutions using the asset classes and products on our investment platform, and maintain our relationships with clients.
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.
LATEST VIDEO 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.