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
All our institutional portfolio managers hold the CFA designation and are well-versed in multiple aspects of portfolio management.
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.
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, EAFE Large Cap, Global, Global Small Cap, Emerging Markets
Fixed Income: Global Bonds, Canadian Bonds, Canadian Money Market
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 email@example.com.