Investment manager evaluation

Evaluate your investment managers

Selecting and assessing investment managers and funds is key to achieving your investment policy objectives.

If you have noticed performance issues as of late, ensure proper governance of your investments by evaluating the following:

  • Stability of the investment firm, management teams and assets under management
  • Consistency between the management approach and active risk-taking
  • Performance and fees of investment managers and funds

Use our comprehensive scorecard to carry out assessments

You can easily identify important issues using the scorecard designed by our experts. Reap the benefits of our expertise as we conduct a complete analysis. We take the time to do things right, carrying out an annual assessment of investment managers and funds.

Gain access to cutting-edge expertise in fixed income and equity asset classes, as well as specialized products:

  • Bank loans and private, mortgage, commercial or infrastructure debt
  • High dividend/low volatility, small cap or emerging markets equity
  • Direct real estate and infrastructure investments

Contact us


Dominic Vallée

514-285-1122 ext. 316

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