The institutional division specializes in the management of segregated Canadian and Non-domestic equity, Diversified and Fixed Income portfolios for pension plans, endowments, foundations, First Nations, insurance companies, unions, corporations and governments.
Beutel Goodman manages over C$15 billion of equity and fixed income assets. The majority of these assets are specialist equity, bond or diversified mandates. Individual portfolios are constructed from a model portfolio after analysis of the client’s statement of investment policy and guidelines.
The equity portfolio construction process is consistent throughout the organization and is based on the belief that risk is absolute and the avoidance of a capital loss is paramount.
Fixed income portfolios utilize duration, interest rate anticipation and credit strategies to add value. Scenario analysis forecasts four potential economic environments which we use to construct low risk portfolios. Credits are analyzed in-house for quality independent of rating agency assessments. We consider a bond default to be reason for manager termination which is a reflection of our confidence in the high quality of our portfolios.
There is a $25 million asset hurdle minimum for segregated management. Please contact us for further information on available mandates.
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