Managing Institutional Assets

Disciplined. Focused. Sustainable.

Managing institutional assets has formed the core of our business since our inception in 1967. We specialize in the management of goal-oriented mandates that invest in Canadian, U.S., international and global equities and fixed income securities.

Our investment teams follow a value investment philosophy, in combination with a disciplined investment process designed to generate sustainable risk-adjusted returns.

Our institutional relationships include defined benefit and defined contribution pension plans, corporations, foundations, third party distributors and government entities.

Canadian and global institutions can access our strategies through segregated accounts or subadvisory relationships. We also offer institutional mutual fund classes to Canadian clients.

In addition to our Canadian managed-account and fund offerings, Beutel Goodman also serves as the sub-advisor for Brown Advisory – Beutel Goodman Large-Cap Value Fund, a ’40 Act fund which is distributed in the United States by ALPS Distributors, Inc.; as the sub-advisor for AMG Beutel Goodman International Equity Fund and AMG Beutel Goodman Core Plus Bond Fund, each a ’40 Act fund distributed in the United States by AMG Distributors, Inc.; and as the sub-investment manager to BA Beutel Goodman US Value Fund, a sub-fund of Brown Advisory Funds plc, an undertaking for collective investment in transferable securities (UCITS), domiciled in Ireland, which is distributed by Brown Advisory LLC. This statement does not constitute an offer or solicitation to sell or a solicitation of an offer to buy any shares of any fund (nor shall any such shares be offered or sold to any person) in any jurisdiction in which an offer, solicitation, purchase or sale would be unlawful under the securities law of that jurisdiction, and is by way of information only.