With the Pinnacle Program, we take a thorough approach in choosing the manager whose investment style is best suited to achieving your unique investment goals, while managing risk.

We examine our money managers' investment philosophy and style, research capabilities, buy and sell disciplines and their overall qualifications. To do this, we leverage the expertise of Northern Trust Global Advisors (NTGA), a leading investment management consulting firm with decades of money manager selection expertise.

NTGA is a subsidiary of The Northern Trust Company, which was founded in Stamford, Connecticut in 1976, with over $761 billion assets under management and hiring more than 200 investment managers worldwide for their clients. NTGA is recognized for its focus on manager research and selection and its due diligence process based on sophisticated qualitative and quantitative analyses of investment managers.

NTGA's manager selection and monitoring process follow six key steps:

• Screening of statistical information on more than 5,000 managers to develop a universe of 500 to 700 eligible managers.
  
  
• Interviews and on-site visits with more than 500 managers every year to gather and update detailed information on potential candidates.
  
  
• Quantitative analysis to verify whether managers apply their philosophy and style consistently over time.
  
  
• Manager selection based on eight criteria specified by ScotiaMcLeod.
  
  
• Manager job descriptions and individual profiles are created that specify benchmarks, performance standards, style characteristics and key personnel.
  
  
• Ongoing quarterly due diligence on each Pinnacle Program manager to monitor adherence to the job description, style consistency and progress in achieving objectives.
  

Contact your ScotiaMcLeod advisor now, and get the Pinnacle Program working for you.

The information contained on this website is for use by persons resident in Canada only.