Outsourced Chief Investment Officer
Delegate your investment management to simplify and strengthen your governance and achieve your objectives
In assets under advisement, organizations trust us as their Outsourced Chief Investment Officer.
Professional oversight and objective investment management of your assets through a third-party investment platform
We are objective and fee transparent in our OCIO approach using an open architecture platform and all third-party investment managers.
Support with defined contribution OCIO
Leverage the scale of all your plan assets in a single OCIO solution. With the benefit of our state-of-the-art record-keeping system Ariel TM, where we provide a fully integrated OCIO solution for DC plans and group retirement programs in a one-stop solution – with a single point of contact.
Named fastest growing money manager by Benefits Canada.
Winner in the $1 billion to $10 billion category, based on Benefits Canada’s top money managers report for 2020. The award recognizes money managers that saw the biggest percentage growth in their assets under management.
Reduce administration and focus your governance
As your OCIO, we are an extension of your staff by taking on the administrative headaches of managing your portfolio, saving you costs, enhancing your governance and easing your fiduciary responsibilities.
Amidst our effective investment strategies are related services including: