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: Canadian Bonds, Canadian Money Market


Mawer Institutional claims compliance with the Global Investment Performance Standards (GIPS®). GIPS® is a registered trademark of CFA Institute. CFA Institute does not endorse or promote this organization, nor does it warrant the accuracy or quality of the content contained herein. To receive additional information regarding Mawer Institutional, including GIPS-compliant performance information for Mawer Institutional’s strategies and products, please contact Rob Campbell at rcampbell@mawer.com.

View Performance

Mawer Quarterly

Read Mawer’s take on the latest quarter.

For more information, please contact:


Neeraj Jain
Institutional Client Management 
Phone: +1 (416) 865-3929
Email: njain@mawer.com

United States

Elliott Clarke
Director, U.S. Institutional Client Management
Phone: +1 (860) 966-9703
Email: eclarke@mawer.com

Eric Edmond
Director, U.S. Institutional Client Management
Phone: +1 (719) 339-2211
Email: eedmond@mawer.com

Outside North America

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

Fill out this form and we will be in touch.

For security reasons, do not include personal information such as account numbers, addresses, or social insurance numbers in your message.