Mawer is committed to providing clients with a disciplined and sustainable investment approach and excellent client service. We provide professional investment management for many defined benefit and defined contribution plans and other types of group retirement and savings plans.
Philosophy and Process
Mawer's investment philosophy is logical, fact-based and time-tested. Our in-house investment research team follows a fundamental, bottom-up investment process for all major investment strategies including Balanced, Canadian, U.S., International and Global Equities, and Fixed Income. Our investment approach includes several proprietary aspects such as a Monte Carlo simulation that overlays our discounted cash flow analysis.
Because all of our Institutional Portfolio Managers all hold the CFA designation and are well versed in all aspects of portfolio management. We view our ability to effectively communicate the firm’s views on relevant portfolio and market developments as fundamental to creating a successful client experience.
Mawer Institutional is the institutional segment of Mawer Investment Management Limited. Mawer Institutional claims compliance with the Global Investment Performance Standards (GIPS®). To receive a list of composite descriptions of Mawer Institutional and/or a presentation that complies with the GIPS standards, please contact RCampbell@mawer.com.