Management of Managers

The mission of the Management of Managers sector is to provide our partners with professional assistance in selecting and monitoring the managers who handle the mandates of their respective fund families.

Our philosophy is to provide a personalized approach designed to match the specific requirements of each of our partners. Such an approach requires us to maintain a thorough understanding of our partners' needs in terms of risk tolerance, management fees and information.

The team’s combined expertise fosters favourable relationships with external portfolio managers, makes it possible to keep a better eye on legal and compliance issues and allows us to better serve our partners. Among the many benefits of this service offering are an improved consistency in the governance of external managers and a potential reduction in management fees by establishing a common basis for fees.

By monitoring the asset classes that may affect our partners and overseeing quality to detect potential issues with a mandate, we have developed a proactive approach with recommendations made based on well-informed decisions.