Process

Our investment management consulting process

Our unique investment management consulting process is designed to bring structure and discipline to your portfolio. Key components include

•a personalized Investment Policy Statement to reflect your unique needs and goals;

•multi-level diversification by asset class, investment style, market capitalization and geography; manager selection and due diligence by Northern Trust Global Advisors and Russell Investment Group, two of the world’s leading investment management consulting firms. Leveraging their in-depth expertise ensures that your money managers’ effectiveness and skillfulness have been thoroughly researched and analyzed before we add them to your portfolio and there is ongoing quarterly due diligence to make certain that their performance remains best-in-class;

•access to leading money managers whose services are typically only available to large-scale institutional investors and pension funds;

•portfolio optimization to ensure that we are achieving the most favourable balance between risk and return for your portfolio;

•regular rebalancing to ensure that your portfolio continues to work toward meeting your unique needs and goals;

•a series of checks and balances to manage your portfolio’s overall risk on an ongoing basis, while enhancing its returns.

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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