Fund Governance

Your employees’ interests are important to us. That’s why we do everything possible to make sure they benefit from diversified investment solutions that suit their needs and that they can trust. As a result, we carefully evaluate external management companies before adding their funds to our investment options. We then continue to closely monitor fund managers and their performance.

Selection process

We take great care to select knowledgeable, skilled and reputed fund managers to expertly manage your investments.

We take great care to select knowledgeable, skilled and reputed fund managers to expertly manage your investments.

Among other criteria, we evaluate:

  • Managers’ expertise and experience
  • Stability of their management team
  • Established investment process
  • Company reputation
  • Adherence to the code of ethics
  • Long-term performance
  • Possibility of incorporating a high volume of assets
  • Value of assets under management
  • Integration into our fund family

Furthermore, we continually evaluate our market position so as to offer a comprehensive range of quality funds that meet the needs of your employees and help them achieve their retirement objectives.

Monitoring process

We stay on top of any changes or potential problems through careful monitoring of our fund managers’ performance.

We stay on top of any changes or potential problems through careful monitoring of our fund managers’ performance.

You are guaranteed to always benefit from high-quality investment options.

Overview of our monitoring process

  • Each month, we review and evaluate our fund managers’ performance and compare it to their peers
  • Each quarter, our investment experts perform a security analysis of the portfolios
  • Twice per year, we request that our managers complete and sign a letter that acknowledges their compliance with the code of ethics and with investment legislation and policy. Then, we issue a certificate of compliance
  • At all times, we are in contact with our managers concerning day-to-day fund administration.

Evaluation process

Year in and year out, we meticulously analyze our managers’ work and fund performance. We then make the results available to our clients and their advisors.

Year in and year out, we meticulously analyze our managers’ work and fund performance. We then make the results available to our clients and their advisors.

Twice per year, we meet with fund managers to evaluate their teams’ performance and ensure that they still satisfy our rigorous selection criteria.

The results of this evaluation are published in the document, Semi-Annual Investment Fund Evaluation.