Investment Strategies
Global solutions for global thinkers
Diversified Fixed Income
- Fixed income strategy with emphasis on low capital risk
- Invests in government bonds, corporate debt securities, and preferred shares
- Quarterly distribution (primarily interest and dividends)
Tactical Monthly Income
- Income-focused strategy
- Invests in dividend paying global equities
- Invests in a broad range of fixed income asset classes
- Available in USD and CAD
- Monthly distribution (interest, dividends, and capital gains)
Global Balanced
- Asset allocation through the ownership of underlying CWB WP investment pools
- Diversified global equity and fixed income investments
- Quarterly distribution (interest, dividends, and capital gains)
Global Equity
- Global Equity mandate with an efficient “pool of pools” approach
- Targeted exposure to our U.S., International, and Canadian Equity Pools
- Optimal all-in-one solution with higher exposure to U.S. and International Equities
- Available in USD and CAD
- Quarterly distribution (dividends and capital gains)
Small-Mid Cap Equity
- Actively managed portfolio with a focus on U.S. companies, concentrated on up to 40 holdings
- Represents companies with market cap between $300m and $10B at time of purchase
- Delivers long-term appreciation through high grow potential
- Available in USD and CAD
- Quarterly distribution (dividends and capital gains)
Canadian Equity
- Actively managed portfolio of Canadian equities, focused on up to 45 holdings
- Ability to invest in full market cap spectrum within Canada
- Quarterly distribution (dividends and capital gains)
U.S. Equity
- Actively managed portfolio of U.S. equities, focused on up to 55 holdings
- Tax efficient approach to holding U.S. equities
- Ability to invest in full market cap spectrum within U.S.
- Available in USD and CAD
- Quarterly distribution (dividends and capital gains)
International Equity
- Actively managed portfolio of equities outside North America, focused on up to 60 holdings
- Exposure to emerging markets
- Ability to invest in full market cap spectrum outside North America
- Available in USD and CAD
- Annual distribution (dividends and capital gains)
Performance Summary
- Annualized performance
Custom Segregated Holdings
- Direct ownership of stocks, bonds, ETFs, and funds
- Ability to transfer positions "in kind"