Investment Consulting
Investment & Governance Specialists
Objective, unbiased, and comprehensive advice to help meet your investment and governance needs.
We deliver client specific services which include everything from investment consulting and governance to service provider searches and manager research. Our clients include corporate plan sponsors, foundations and endowments, not-for-profit organizations, trusteed plans, public plans, corporate pools of capital and high net worth individuals.
We offer a full range of comprehensive investment consulting and governance solutions to help achieve your organization’s goals.
We advise and guide Committees and Boards through investment strategy and policy reviews, monitoring investment performance and portfolio behaviour, help identify gaps and corrective actions, ensure compliance with policies, design portfolios and make asset allocation decisions.
We help you monitor your investment managers and make sure they’re staying on track - constantly checking to ensure that all the right ingredients are in place for success. We will proactively help you identify emerging problems and, if necessary, be ready to help you find more appropriate investment candidates.
We help plan sponsors establish and maintain robust governance frameworks and processes aligned with the Canadian Association of Pension Supervisory Authorities (CAPSA) governance guidelines and industry best practices.
Our reporting capabilities encapsulate our broader philosophy centred on accuracy, timeliness, and innovation. Our reports are presented in a manner to help you assess whether your portfolios and investment managers are on track and meeting your specific objectives.
Our asset allocation solutions help Committees, Boards and investors make these difficult and critical allocation decisions. Our approach is driven by a well defined, robust and repeatable process, which has led to success for many Canadian institutions.
We help Boards, Committees, and institutional investors evaluate and select service providers through our various search services. We identify appropriate candidates by listening to your objectives, your needs and how you want to work with your providers.
