With over thirty years of experience managing institutional assets, Mawer is the investment manager of choice for some of the largest and most well-known companies, organizations, and charitable foundations. Over two-thirds of our firm’s assets under management relate to institutional investors, each with their own set of unique goals and objectives.


The Mawer difference

Experience

All our institutional portfolio managers hold the CFA designation and are well-versed in multiple aspects of portfolio management.

Service

Client service excellence is critical to our clients’ success. We assign two portfolio managers and an administrator to each client, ensuring that our investment support team is readily available to respond to any questions or instructions. In addition to regularly scheduled review meetings, we welcome informal contact at all times. 

Integrity

To ensure the integrity of our portfolios and protect our clients, we closely monitor our strategies’ assets under management. We will close a strategy if we believe its size has the potential to negatively impact client returns.


Our investment approach

Mawer’s goal is to provide clients with attractive, long-term, risk-adjusted returns by following a fundamental, bottom-up investment approach.

  • We are patient, benchmark agnostic investors who think probabilistically to better manage risk.
  • We view the highly collaborative nature of our research team as a clear competitive advantage—it strengthens our investment perspective by allowing us to freely share and challenge ideas.
  • In-house management for all major investment strategies enables us to provide Balanced or Specialty portfolio management to a broad range of mandates:

Equity: Canadian Large and Small Cap. U.S., International, Global, Global Small Cap, Emerging Markets
Fixed Income: Global Bonds, Canadian Bonds, Canadian Money Market


Performance

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.

View Performance 


For more information, please contact:

Western Canada

Cameron Webster
Institutional Portfolio Manager
Phone: +1 (403) 775-5717
Email: cwebster@mawer.com 

Eastern Canada

Rob Campbell
Institutional Portfolio Manager
Phone: +1 (416) 865-5297
Email: rcampbell@mawer.com

United States

Patrick Fournell
Institutional Portfolio Manager
Phone: +1 (416) 865-5278
Email: pfournell@mawer.com

Mawer Quarterly

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