Investment Committees
Process-Driven,
Results-Oriented
Whether you represent a foundation, endowment, trust, pension plan, or non-profit organization, your investment committee deserves institutional-grade portfolio management with the care and attention to detail of boutique-level wealth planning services.
Your role is to set clear investment policies and oversee governance; our role is to provide disciplined investment management and risk controls to help you meet long-term goals.
Our Investment Experience
Seeing the Big Picture
Having managed some of Canada’s largest pension plans and institutional investment accounts, seeing the “big picture” comes naturally to our portfolio managers and investment committee specialists.
Our passion is sharing that investment experience through hands-on, personalized help for smaller funds, foundations, and corporate institutional investors.
Every partnership is founded on transparency, education, and trust, so investment committee members do not miss a single detail of any investment-related decision. We don’t chase trends or short-term market movements—we focus on a clear investment strategy and building resilient, diversified portfolios to consistently reach your benchmarks.
- A team upholding the same standards and fiduciary duties that you do—we work in your best interests, and by extension, those you represent.
- An investment philosophy that puts a premium on diversification, downside protection, and long-term growth potential across each asset class, including public markets and private equity.
- Support identifying investment goals, benchmarks, and risk tolerance to ensure alignment with organizational mandates, governance frameworks, and investment policies.
- Access to proprietary strategies and a strategic asset allocation across a multi-asset mix of private and public securities for greater diversification and superior risk‑adjusted returns.
- Personalized attention, open communication, ongoing education, and unbiased guidance at every investment committee meeting.
- Low, transparent fees for comprehensive, customized asset management, plus clear reporting and documentation to support your due diligence requirements and evaluation criteria.
Our Investment Strategy
Investing for Consistency
As an investment committee member for a pension plan, foundation, trust, or corporation, you understand the value of consistency in fulfilling your fiduciary responsibilities. Our disciplined, rational, and repeatable investment process—essential traits in institutional investment management—is designed to help your committee align assets with policy, mitigate undue risk factors, and meet expected returns over time. Specific annual targets, however, often cannot rely solely on a traditional buy‑and‑hold approach.
A tactical asset allocation strategy, implemented within a well-defined investment policy statement (IPS), combined with one of our institutional investment solutions, is ideal for investment committees. Instead of simply weathering market volatility for long-term gains, we shift between segments of the market and asset classes to keep your portfolio optimally invested, improve liquidity management, and increase the likelihood that your investment performance meets your committee’s definition of success.
Invite us to your next board meeting
Expertise is meant to be shared, and we are here to support your investment committee charter and governance practices—not replace them. If you or the committee, foundation, trust, pension plan, or corporate account you represent would benefit from an experienced investment consultant and management team, invite us to your next investment committee meeting to explore how we can help outsource part of the investment activities while preserving checks and balances.
Topic Ideas
- ETFs and the institutional investment portfolio
- Why we prioritize diversification and risk management
- Tactical asset allocation versus buy‑and‑hold
- Responsible and impact investing 101
- Different approaches to managing risk factors
- Establishing key performance indicators and benchmarks
- The hidden costs of chasing the best‑performing asset class
- Developing a process to vet and assess manager performance
- Private and public investments’ place in a modern portfolio
- The value of a differentiated investment style and clear strategy