Institutional Solutions

The primary goal of most institutional investors such as Defined Benefit Pension Plans and Foundations is preserving capital and managing risk. Trustees charged with the responsibility for choosing investment managers for these organizations want reasonable growth with limited volatility for an established pool of assets in which many individuals have a personal interest.

The market for institutional accounts under $50 million is generally not well-served by existing providers. The accounts are considered small by institutional standards and most organizations are forced to place all the assets with only one investment manager.

But even the best investment managers may underperform if the markets do not lend themselves to that manager's particular investment style. A manager's style could be out of favour for prolonged periods and the portfolio suffers from relative underperformance.

A solution may be to invest the assets through a platform that provides access to many different managers and investment styles. A portfolio that combines various asset classes, regions, investment managers and styles can have more stable performance and mitigate the risk of underperformance.

ScotiaMcLeod's Managed Asset Programs are an excellent way for smaller institutional investors to access world-leading investment managers and manage risk more effectively.

For more information, please call or email me.

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