Foundations
Preserving Capital, Generating Income
Genus has managed money for private and public foundations, endowments and other charitable organizations since 1990. We understand the unique investment needs of trusts, foundations and other non-profit organizations and consider this one of our areas of expertise.
Appeal of Our Approach
Our disciplined investment approach and excellent long-term performance record has been achieved with a low level of risk. This appeals to trust and endowment boards, given their primary mandate to preserve capital and generate income to fund their charitable giving.
Working With You
We work in close partnership with trustees or their advisors to assist in developing a clear and well-crafted investment policy statement (IPS), if one does not already exist. The IPS documents the portfolio asset mix and investment strategy. It is the blueprint for achieving your goals.
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 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
► Competitive fees, exceptional client service, administration and reporting
Contact us
We invite you to contact us to learn more about our business, and look forward to working with you to further your goals.
GENUS COMMENTARY
RECOVERY TAKING HOLD
Boosted by strong growth in China, a global economic recovery is clearly taking hold. Although different regions demonstrate different growth profiles and economic strengths, around the world, business cycles and economic indicators are converging strongly on the side of recovery.
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