Institutional Investors
An investment portfolio is a critical component of your organizations long-term sustainability. As a fiduciary, you must make decisions with an increased standard of care including capital protection, liquidity, reliable investment income and maximized returns given market conditions and interest rates.
With extensive investment career along with the experience serving on municipal council and various boards, our team understands the importance of making responsible decisions on behalf of others. We work with many fiduciary organizations to educate leaders, financial stewards and board/council members about updating and creating investment policy and prudent practices for the implementation of investment policy decisions and continuous monitoring thereafter. Examples of these include:
- Hutterian Brethren: Hutterites must responsibly manage an existing colony while establishing capital reserves to acquire land and build a new Colony as populations grow. We provide investment education and institutional investment solutions, aligned with the Hutterian way of life, focus on the objectives of capital protection, liquidity, maximized returns and minimizing costs.
- Municipalities: Jerrod has been a leader in educating municipalities on the importance of updating investment policies for the benefit of taxpayers. Jerrod has assisted in developing, updating and implementing investment policies for many municipalities and keeping portfolio aligned with provincial municipal acts.
- Non-Profit: Our team has worked to educate, create, update and implement investment policies for several non-profit organizations throughout Saskatchewan seeking to protect their investments, increase their returns and generate a reliable income stream to supplement their budgets.
Our team can assist your organization by implementing a prudent process including:
- Creation, review and development of investment policy. Prudent policy formalization ensures fiduciaries are protected and investments are aligned with organizational objectives as a benefit to its stakeholders. This includes asset allocation parameters that match risk, return and liquidity requirements in order to maximize investment returns, manage cash flow/liquidity requirements and protect investment capital.
- Investment Manager Evaluation & Selection. RBC provides in depth research on investment funds and ETFs while the RBC Global Manager Research Group performs initial and ongoing research and due diligence of investment managers spanning an array of equity, fixed income, and alternative strategies.
- Performance Measurement & Monitoring. Customized reporting (for accounting and performance), continuous monitoring and timely face to face meetings with the investment committee or organizational leaders.
- Cost Effective Solutions. We strive to minimize our investment management costs which are transparent and aligned with the goals of your organization and encompasses all aspects of the institutional investment process including management, custodial services, reporting and oversight.
If you represent an organization with investment reserves and would like to learn more, please contact us.
