Should you choose to delegate, the discretionary portfolio management service offered by Scotia Cassels is available for private clients, pension funds, foundations, estates and trusts. We employ a team-based active management process that includes your Portfolio Manager.
The Cornerstones of our Investment Counselling Expertise Include:
- An investment style based on three basic principles: a long-term view, balancing return objectives with capital preservation, and adding value through a disciplined research process.
- Global scope with a dedicated North American in-house research team and a relationship with a world-class partner for International Equities.
How We Provide Solutions
Based on our investment process, Cassels ensures that each solution is aligned with our overall philosophy:
- We take the global economic situation, world financial markets and performance of individual sectors into constant consideration.
- We manage risk through diversification by asset class, region, sector, industry, company and market capitalization.
- Our teams interact daily and meet formally on a regular basis to review strategies and assess all factors affecting individual client portfolios.
- We hold an annual review with you to ensure your strategy continues to reflect your situation.
Investment Philosophy and Process
Our multi-step process is highly disciplined, focused on meeting your individual goals and objectives. Your portfolio is monitored continually in the context of the global economic situation, world financial markets and performance of individual sectors.
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