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Our Investment Solutions
Our comprehensive suite of fee based programs delivers on our vision by proactively addressing the uniqueness of your situation, guiding the creation and implementation of your financial strategy using a systematic process, and applying a disciplined approach to investing with a team of investment specialists.
These programs allow you to delegate everyday investment decisions to professional money managers, reap the benefits traditionally enjoyed by large institutional investors and pension funds and includes rigorous checks and balances to ensure due diligence to mitigate and manage risk.
The Summit Program - Northern Trust Global Advisors
Founded in 1994, the Summit Program is ScotiaMcLeod’s premier investment management solution, featuring managed portfolios of securities selected by leading money managers. The Program is founded on a highly disciplined investment management consulting process that has traditionally been reserved for large-scale institutional investors and pension funds.
Leveraging this process, and drawing on a dedicated team of leading investment professionals, we will work with you to develop a highly customized strategy that involves selecting the best money managers for your portfolio, providing ongoing portfolio evaluation and reviews, and conducting regular rebalancing by asset class, investment style, market capitalization and geography. This provides you with the peace of mind of knowing that your portfolio is being managed by a team of experts and that, through the regular rebalancing of your portfolio, you can take advantage of market fluctuations.
With the Summit Program, you enjoy the benefit of having a managed portfolio that includes individual stocks and bonds, which, in turn, enables us to exercise greater control over your investment strategy.
The Pinnacle Program - Northern Trust Global Advisors
Founded in 1997, the Pinnacle Program offers a comprehensive suite of investment pools that spans numerous asset classes, investment styles, market capitalizations and geographic regions.
As is the case with the Summit Program, the Pinnacle Program is founded on a highly disciplined investment management consulting process that has been traditionally reserved for large-scale institutional investors and pension funds.
Leveraging this process, we will develop a highly customized and multi-diversified strategy for your portfolio and construct it with investment pools that are run by best-in- class money managers from around the globe.
All of the money managers who are featured in the Pinnacle Program have been selected by Northern Trust using the proven, multi-step money manager evaluation process that it employs for the Summit Program.
In addition to benefiting from a highly structured investment process and having access to best-in-class money managers, as an investor in the Pinnacle Program, you will also benefit from ongoing portfolio evaluations and reviews, regular portfolio rebalancing to take advantage of market fluctuations, and, finally, the peace of mind that comes with knowing that your portfolio, and the money managers who run it, are working toward meeting your unique investment goals, while managing the associated risk accordingly.
Sovereign Investment Program - Russell Investment Group
A family of investment pools that is designed to provide multi-level diversification by money managers, investment style and market capitalization within various asset classes. The money managers who are featured in the Sovereign pools are evaluated, selected and monitored by Russell Investment Group, our other leading third-party investment management consultant.
As is the case with our other managed asset solutions, the Sovereign Program is based upon a highly disciplined investment management consulting process.
At the heart of this process is Russell Investment Group’s unique approach to multi- manager investing. The foundations of this approach are based on the thesis that
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•diversifying among asset classes is the most prudent approach to managing risk;
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•investment styles move in and out of favour with market unpredictability;
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•even the best managers do not stay on top for long periods of time.
TM Trademark used under authorization and control of The Bank of Nova Scotia. ScotiaMcLeod is a division of Scotia Capital Inc., Member CIPF.
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