Stay focused on advancing your organization’s mission and leave the investment management to the professionals.
If you manage your organization’s investment portfolio, our institutional investment management solutions are designed with you in mind.
We provide an all-in-one investment management solution – you get timely support on portfolio construction, transition and implementation. We then provide ongoing oversight to help keep your investments on track.
Free yourself up to focus on your strategic priorities – not on managing relationships with custodians or fund managers. Your administration is streamlined and your investment experience, simplified.
Find out about our institutional investment solution for:
- Defined benefit pension plans
- Target benefit pension plans
- Indigenous communities
- Trusts and holding companies
- Registered charities and non-profits
- Foundations and endowments
- Employee non-pension benefit reserves
- Crown corporations and government organizations
No matter your organization or funding model, you can be confident that our team will gain a deep understanding of your unique investment needs. This allows us to offer holistic solutions that consider your plan’s goals, objectives and investment constraints.
With our institutional investment solution, you could save on:
- Investment management fees
- Custodial fees
- Tax preparation costs
- Actuarial and pension administration costs
- Bundled pricing for multiple group plans
Access a shelf of funds you’d normally need to go to multiple providers for. You can bundle our services or use only the ones that make sense for you. And with our streamlined points of contact, you get more done at each touchpoint.
You’re trusted to manage your fiduciary responsibilities with care and integrity. Trust us to provide expert insights, governance support and asset management that aligns with your investment policy and procedures.
We’re a leading financial institution with a long history of meeting Canadians’ financial security needs and keeping our promises. Our organizational investment management team has served some of the most well-known organizations in the country.
We’ll provide sound management and investment of assets held on behalf of future beneficiaries – delivering strong financial stewardship for the benefit of those you serve.
You’ll benefit from comprehensive portfolio oversight including asset allocation, investment style selection and access to alternative asset classes.
Our experts can join your investment committee meetings and support you as you develop and maintain your plan’s investment policy.
We strive to be a socially responsible company that makes a positive impact in the communities where we work and serve.