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Portfolio Management

Segregated Portfolio Management 

Mawer Investment Management Ltd. provides segregated portfolio management for investors who require this approach. Segregated portfolios are traditionally investment portfolios that are segregated from the assets of pooled funds. In other words, segregated portfolios are individually managed mandates that operate according to the unique criteria, guidelines and constraints established by the investor.

This approach should not be confused with the segregated funds offered by many insurance companies. In recent years, some Canadian life insurance companies launched so-called segregated pooled funds which offered investment merits that were similar to mutual funds, except that these products also provided certain guarantees on capital that were not available in other traditional, market-based investment products. Insurance companies called these products "segregated funds" because the assets were segregated from the general assets of the insurance company.

Mawer will work with clients to establish a unique Statement of Investment Policy and Objectives, then construct segregated portfolios comprised of individually selected securities to achieve each investors goals. Investment reporting is also customized to provide detailed reporting for the portfolio.

Mawer provides segregated portfolio management for institutional investors, including pension funds, not-for-profit and foundation organizations, and other financial institutions (strategic alliance partners). Portfolios must be at least $20 million.

Mawer provides segregated portfolio management to individual investors.  Portfolios must be at least $2 million. 

Is Mawer compliant with NI 24-101? 

Yes, Mawer has established, maintains, and enforces policies and procedures designed to achieve matching in accordance with NI 24-101.

Our Trade-Matching Statement can be found here.

How to Read Your Mawer Portfolio Valuation Detail Report 

This report contains a lot of detailed information. It summarizes (a) the amount and type of securities you hold, (b) how much you paid for your securities, and (c) how much your securities are worth at a certain date.

Download [ (PDF 18.7 KB)

How to Read Your Mawer Portfolio Performance Report 

The performance report data fields are defined here, along with a description of how the portfolio is indexed, and how returns are calculated.

Download [ (PDF 18.7 KB)


What are RSS feeds? 

RSS (Really Simple Syndication, or Rich Site Summary) provides a convenient way to syndicate and aggregate information from a variety of sources, including news stories, and updates to a Web site.  RSS feeds allow you to keep track of newly posted content on Web sites without having to manually revisit each site.  The feeds enable your computer to automatically check "feeds" from your favourite Web sites throughout the day.  An RSS feed "reader" then displays a summary of any new items it finds.

How do I use RSS? 

To use RSS, you need to download a program called an RSS reader or sign up to a web-based RSS service.  There are many different readers available, many for free.  Most readers are applications that you download and install to your computer, however other options include readers that are web-based and email-based.   (Examples: FeedReader, Google Reader, My Yahoo, Internet Explorer 7, etc.)

How do I get started? 

To subscribe to our RSS service (e.g., Daily Prices, In The News, Investment Newsletter, Fund Profiles), right-click on the RSS icon on the web page you're interested in and select "Copy Shortcut" or "Copy Link Location" to copy the location (URL) of the service.  Follow the instructions for your particular reader, and then paste this location wherever it asks for the location of the service you wish to subscribe to.  Or, if you have Internet Explorer 7.0, left-clicking on the RSS icon will directly open the feed for reading in IE7 and will prompt you to subscribe.

Terms of use 

Mawer offers RSS as a free service to any user who would like to access it for non-commercial use.  By accessing our RSS service you are indicating your understanding and agreement that you will not use Mawer RSS for commercial purposes without our permission.  Mawer reserves the right to discontinue this service at any time and further reserves the right to request the immediate cessation of any specific use of our RSS service.

Mawer RSS feeds