Helping make the most of investments
Asset management is a key element of defined benefit plans and other pooled assets such as reserve funds, endowment funds, foundations and corporate non-registered assets.
With over five billion dollars in defined benefit assets under management1, we offer convenience, expertise and excellent value in investment management.
1 Information as at December 31, 2023Expert support
Our extensive team of experienced investment strategists and group retirement savings experts can work with organizations to build a customized asset mix based on their needs and objectives.
Our monitoring process
Our strategists closely monitor and rigorously review investment managers and funds and share insights on their findings for better risk management. They can also meet with plan sponsors to review performance and provide guidance on asset allocation and fund selection.
Understand
the managers
Team stability, expertise,
accountability
Analyze
their processes
Simplicity, coherence,
repeatability
Evaluate
their performance
Returns, benchmarking,
long-term vision
Reporting on investments
Timely and easily accessible information such as: