services

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Normandin Beaudry

Services

Investment policy and management structure

  • Analysis of investment policy in a liability-driven investment framework
  • Asset/liability modeling studies
  • Writing/reviewing of investment policies
  • Design and implementation of master trusts
  • Optimization of the investment structure with multiple investment managers
  • Knowledge of multi-manager investment only structures offered by insurers

Monitoring and selection of managers and custodians

  • Performance analysis reports of institutional funds and investment managers, including production of managers’ scorecards
  • Investment manager search reports for all asset classes
  • Cutting edge expertise in equity and fixed income managers as well as in alternative investments
  • Analysis of the services offered by custodians
  • Updating of databases of institutional managers

Structured and customized training on institutional investment management

  • Comprehensive knowledge of traditional asset classes
  • Innovation in alternative investments, including:
    • Real estate, infrastructure, commodities, low volatility portfolio, structured fixed-income portfolio, currency hedging strategies and the use of derivatives
  • Conference and Revue annuelle des gestionnaires
  • Quarterly publication of the Normandin Beaudry Investment Funds Universe
  • General or specialized training sessions for pension and investment committee members