We believe our ability to effectively communicate insightful views on relevant portfolio and market developments is fundamental to a successful client experience. Our Institutional Portfolio Managers bring intuition, understanding, and knowledge accumulated through years of experience across client types and investment strategies.
Experience
With over three decades 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 in Canada. Over two-thirds of our firm’s assets under management relate to institutional investors, each with their own set of unique goals and objectives.
Communication
We believe our ability to effectively communicate insightful views on relevant portfolio and market developments is fundamental to a successful client experience. Our Institutional Portfolio Managers bring intuition, understanding, and knowledge accumulated through years of experience across client types and investment strategies.
Living Our Values
We never forget that clients have entrusted us with managing their assets. To us, excellent service is not just a critical element to our clients’ investment success, but also the ultimate expression of our core values.
This means our goal is to take ownership of our mistakes and hold ourselves to the highest ethical standard. One of the ways we “walk the talk” is by closely monitoring our strategies’ assets under management—we have a track record of closing strategies if we believe their size has the potential to negatively impact client returns.
Insights
In addition to ongoing client reporting and communication, we offer several events tailored to institutional clients throughout the year. As well, our Art of Boring blogs and podcasts offer strategies, frameworks, and insights to help investors make better long-term investment decisions.
Clients We Serve
Mawer has close to three decades of experience in assisting Not-for-Profits and Foundations in meeting their funding requirements and achieving their financial goals. We believe we have been successful servicing their unique objectives because we strive to:
- Maximize returns while minimizing risk. We define risk as the permanent impairment of capital. To us, risk is capital decreasing so much in value that the probability of recovering it over the long-term is very low.
- Maintain adequate liquidity to meet operational requirements.
- Provide excellent client service, drawing from our considerable experience in this area.
In addition, many of our investment professionals have long-standing records of voluntary board and investment committee service, which adds to our understanding and empathy of how to best assist members in fulfilling their fiduciary responsibilities.
Mawer has also had the privilege of being the lead partner for the Community Foundations of Canada’s conference since 2015. This has been an immensely productive partnership and a powerful reminder of what we can do together to protect and grow capital for charitably focused organizations to create impactful change in our communities.
$5.3B
153
As of December 31, 2022. AUM and number of clients represent firm totals.
Mawer has nearly four decades of experience providing investment management for some of Canada's largest pension plans, including defined-benefit, defined-contribution, and other types of group retirement and savings plans. Many of our institutional professionals have years of experience working with plan sponsors and are involved in pension-industry associations nationwide. We have been successful servicing their unique objectives because we strive to:
- Maximize returns while minimizing downside risk—important in mitigating harmful fluctuations in funding ratios over time.
- Provide excellent client service, drawing from our considerable experience in this area.
142
$21.0B
As of December 31, 2022. AUM and number of clients represent firm totals.
Mawer provides sub-advisory investment management services to some of Canada's largest and most successful financial services companies. We believe our time-tested investment philosophy and disciplined investment process means our strategic alliance partners can rely on Mawer to deliver above-average, long-term, risk-adjusted returns, comprehensive reporting, and excellent client service.
