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 subadvisor for a Brown Advisory ’40 Act fund. That fund is distributed in the United States by ALPS Distributors, Inc.