Skip to main content
Menu

A transformational journey. LifeWorks becomes TELUS Health. Visit our About Us page to learn more.

Woman smiling while showing her laptop to others

Investment services

Unbiased and custom solutions supported by independent experts

Book a demo Book an Investment Services demo
Manager Series Circuit
Manager Speaker Circuit - Understanding market trends in liability driven investments.

Today’s pension plan environment is complex and offers new possibilities. Despite the significant volatility and market declines experienced in 2022, most pension plans funded statuses are near decade highs.

With the current market environment, many plan sponsors are considering de-risking strategies including Liability Driven Investing (LDI).

Our next Manager Speaker Circuit webinar will feature Véronique Lauzière and Steve Guignard, from SLC Management, who will share their expert insights alongside TELUS Health’s Partner and Head of Investment Strategy, Julianna Spiropoulos.

June 1st 2023 at 2 pm EDT

Register

All angles are considered when tailoring our innovative and defensible strategies to each client’s needs.

We blend asset allocation insights and manager research with personal investment beliefs to ensure the right investment manager is in place when designing each portfolio.

Man working in greenhouse carrying tray

Experts in the Canadian market 

To build your custom portfolio, TELUS Health (formerly LifeWorks) draws from a team of coast-to-coast experts who have insight on each aspect being considered.  

Our best-in-class support includes:

  • Measuring fund experience against your objectives 

  • Regular feedback on performance, market, and operational developments 

  • Tracking what matters to you from a wide variety of risk measures 

  • Attribution and portfolio analysis to calculate sources of risk and return 

  • A lens on past and expected future performance 

  • As-needed advice, interviews, and assessments  

Setting you up for success 

Our team takes the care needed to ensure that your investment strategy remains on sound footing. We will help to: 

  1. Develop and manage investment policy, including around environmental and social matters 
  2. Build an asset mix policy that could be dynamic over time (learn more about “Risk management & ALM” ) 
  3. Ensure you stay compliant 
  4. Keep future objectives in scope 
  5. Source the right investment managers for all asset classes 
  6. Review governance structure 
  7. Monitor and report on performance with ever-ready consulting support on hand 

Or delegate us as your OCIO and an extension of your investment committee

Couple snuggle on the couch

We support a range of pension and specialty plans  

Woman working in kitchen on laptop

  • Defined benefit 

  • Defined contribution (led by our dedicated expert DC consulting sub-team)

  • Target benefit 

  • University plans 

  • First Nations trusts 

  • Communities of faith 

  • Endowments and foundations 

  • Shared risk

  • Employee life & health trusts  

  • Accident & disability plans 

  • Group RRSPs & TFSAs 

  • Profit-sharing arrangements

Improving lives. Improving business. 

Book a demo