Managed Assets Program
Managed Assets Program
Build your business and empower your clients with tailored, results-driven managed solutions.
Managed Assets Program is a suite of actively managed, premium portfolios that meet the unique and often complex needs of affluent investors, while being simple to administer. Each portfolio is constructed and managed by professional investment managers and provides exposure to a variety of asset classes that easily adapt to the changing market conditions.
Designed for your clients’ goals. Built with expertise.
Sophisticated simplicity
Our solutions are designed by portfolio experts, making them easy to explain and administer—allowing you to focus on client relationships and the growth of your practice.
Active management
Actively managed by a roster of best-in-class pension-calibre managers—selected for their expertise in portfolio construction and track-record of performance. With this level of access, you can feel confident in delivering tailored strategies that meet the unique needs of your clients’.
Risk oversight
Our portfolios are built with risk-adjusted performance in mind and are constructed to take advantage of various market conditions and manage volatility. Our approach is active and responsive.
Investment approach
Our disciplined investment process is designed to support your practice by simplifying your investment decisions, while providing the governance and oversight that you need to service your clients with confidence. We partner with renowned sub-advisors with deep expertise within various asset classes to ensure that the portfolios are actively managed, well diversified and aligned with client goals.
Solutions
With the Managed Assets Program, you get three options to choose from based on your investors’ risk tolerance and needs.
| Pooled Portfolios | Managed Portfolios | Custom Managed Portfolios | |
|---|---|---|---|
| Suitable for | Investors looking for ongoing investment oversight by pension-calibre investment managers. | Investors who like to “look under the hood” and see the individual stocks in their portfolio. | Investors who need a precise, customized strategy for their unique needs and goals. |
| Asset mix | Each portfolio is built using a pool of funds selected to match your clients’ personal investment objectives. | Each portfolio contains segregated equities and pooled funds, managed by pension-calibre investment managers. | Each customized portfolio may contain stocks, bonds, pooled funds, alternative investments such as private equity, private credit, and real assets. |
| Minimum account size | $50,000 | $100,0001 | $150,000 per mandate2 |
| Client directed holdings | N/A | N/A | Access to choose a sophisticated Unified Managed Account option that may include a client-directed sleeve to hold assets of the client’s choosing. |
1. Minimum account size: $100,000. Managed Portfolios - ETF: minimum is $50,000, or $5,000 if the client has a separate Managed Portfolios account or Pooled Portfolios account with at least $50,000 invested. Managed Portfolios - Mawer: minimum is $150,000.
2.150,000 per mandate with the exception of Aviso Bond Ladder where the minimum investment is $100,000, and Guardian Funds where the minimum investment is $5,000.
Playing to our strengths
$5 trillion
Dollars in total assets under management held by our investment managers
18
Investment manager partners with distinct areas of expertise
10
Years of experience providing separately managed accounts
