Investment-only solutions

We bring diversified investment options to help organizations better manage risk and deliver on their employee commitments.

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 September 30, 2023

Multiple innovative investment options

Our robust investment platform offers various options, including one of the industry’s largest selections of direct alternative funds to construct diversified and optimized portfolios.

Diversified investment platform

  • 30+ industry-leading fund managers
  • 100+ investment options
  • Alternative investment options specifically chosen for defined benefit plans and other pooled assets, including direct alternative funds and fixed income alternatives
  • Broad selection of sustainable investment funds to complement traditional investment options

Expert 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.

  • check_circle_outlineOversight and monitoring of funds and managers by our team of investment strategists
  • check_circle_outlineSupported by the iA Global Asset Managementopen_in_new division, comprising fund managers, CFA charterholders and institutional segregated fund advisors
  • check_circle_outlineTop-level service from experienced pension actuaries and in-house professionals who can provide legal and fiscal guidance

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.

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Understand
the managers

Team stability, expertise,
accountability

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Analyze
their processes

Simplicity, coherence,
repeatability

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Evaluate
their performance

Returns, benchmarking,
long-term vision

Reporting on investments

Timely and easily accessible information such as:

  • check_circle_outlineDaily updates to the account market value (available at any time on My Client Space, our secure website)
  • check_circle_outlineItemized and summarized deposits and transactions for easy reconciliation
  • check_circle_outlineSemi-annual evaluations and quarterly fund updates