Custom Business Solutions for

Financial Institutions

For retail wealth managers, we believe the key to success is to offer differentiated portfolios that better meet changing client needs. Genus provides fund companies and dealers with tailor-made business solutions in the form of sub-advisory and investment counsel referrals. Our ultimate goal is to deliver original investment strategies that enhance your competitive advantage and profitability.
Our sub-advisory services include both third-party mutual fund management as well as model portfolios for SMA platforms. For investment counsel referrals, our Genus Partner Program enables you to offer any of our services to your clients. We can work together to develop top-notch business and investment solutions that meet your specific needs.
Successful money management requires both vision and discipline and at Genus we provide both. Our ability to evolve, learn and respond quickly to changing market realities has ensured our clients both gain from new opportunities and are protected from unnecessary risk. Our investment process is supported by comprehensive data analysis and computer modelling that allows us to empirically test our strategies, rebalance portfolios, control risk and identify emerging trends globally.
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Innovative Solutions

Genus offers specialized strategies to meet a range of needs. Each of the following portfolios can be customized to further improve the fit:

Multi-Manager Portfolios — We believe great investing happens when experienced experts collaborate to develop and execute aligned strategies. Genus Multi-Manager Portfolios bring together our expertise in developed market stock selection and asset allocation with the complementary skill-set of our institutional sub-advisors, Addenda Capital and Wells Capital.

Montreal-based Addenda Capital is one of Canada’s leading bond houses. They manage our high-quality fixed income mandates that include commercial mortgages, as well as corporate and government bonds. Boston-based Wells Capital is a leading global money manager, and they are responsible for security selection on our emerging markets equity mandate.

Our Multi-Manager Portfolios can be customized in a number of ways. Firstly, your client’s investments will be set up to match their specific needs for income, growth and liquidity. For clients seeking tactical asset allocation, we can proactively tilt portfolios toward attractive areas and away from those presenting more risk. We can also tailor the specific safety and yield characteristics of the holdings through our industry leading low-volatility, high-dividend mandates. If you want additional protection from environmental, social and governance risks, we can customize the portfolio to address this as well.

Best of Best Around the World — Our Genus CanGlobe and Genus Dividend strategies provide strong diversification and are designed to maximize risk-adjusted returns. These stock mandates combine Canada and the rest of the world into a single optimized strategy that emphasizes top industries in each region. They are invested at around 40 percent Canada, 60 percent global, and are tilted toward the most attractive countries on a monthly basis. Genus CanGlobe seeks to maximize exposure to our highest-ranked stocks with market-levels of risk, while the Genus Dividend strategy provides better income and safety.

Alpha Strategies — Deliver highly concentrated stock strategies in specific geographic regions. These mandates offer access to our highest ranked equities in Canada, the U.S. and EAFE (Europe, Australia and the Far East). Although these strategies are less diversified, they provide greater return potential. To manage risk during difficult market cycles, we aim to allocate a portion of assets to cash.

Retirement Solutions — Genus can help enhance your offering to baby boomers who are approaching and moving into retirement.To meet their needs, we’ve developed several retirement-specific portfolios focused on beating the markets while reducing risk and enhancing yields. Our retirement solutions are available in four client profiles:

• Genus Retirement Income
• Genus Retirement Balanced
• Genus Retirement Growth
• Genus Retirement Equity

DynaMix ETF Strategies — These mandates are designed to pursue additional returns and risk reduction through highly active asset allocation. The investment tactics are all expressed through ETFs and are driven by our proprietary DynaMix research. This advanced asset-allocation tool examines over 90 proven market indicators to forecast relative monthly performance amongst several cash, bond, stock, currency and commodity sectors. DynaMix insights help us systematically increase exposure to attractive asset classes and avoid those presenting more risk.

Our investment solutions are grounded in solid research, robust risk management and innovative design.

Custom Strategies — As a product manager, you may have a clear idea about a specific solution you would like to add to your platform. If so, we can use our research technology (RAMKit) to develop, test and execute a product specific to your philosophy. Genus Custom Strategies seeks to deliver “perfect fit” investment solutions grounded in solid research, robust risk management and innovative design.

Fossil Free Portfolios — For clients preferring socially responsible investing, Genus offers a variety of strategies based on environmental, social and governance (ESG) criteria. For example, clients concerned about climate risk may wish to divest from fossil fuels. We are leaders in this area and were recognized in 2014 by the Responsible Investment Association as offering “the most robust subcategory of Fossil Fuel Free products.” All of our socially responsible strategies seek to add performance by identifying and avoiding ESG related risks. Read more about SRI investing.

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Impact Equity Strategy — Mission-based investing is another significant growth area in sustainability. Our strategy seeks to make positive social and environmental impacts in addition to generating competitive financial returns. This mandate focuses on investing in global companies who are leaders in sustainability areas such as: renewable energy, energy efficiency, water and waste management, low negative impact products, sustainable agriculture, as well as access to healthcare, education and technology. This solution is a one-of-a-kind in Canada. Read more about SRI investing.

Genus Custom Strategies seeks to deliver “perfect fit” investment solutions grounded in solid research, robust risk management and innovative design.

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Competitive Advantage

Knowledge is power, and in the ‘information age’, it’s essential to have a systematic way to gain insights from the mega data available. Over the past 25 years, we’ve built and continued to enhance our leading-edge investment research and analysis platform called Genus RAMKit. This proprietary software equips us to collect and continually interpret vast amounts of new information from many sources around the world. Through RAMKit, we can find determinants of performance, develop and test asset allocation strategies, and explore new security selection and portfolio construction techniques. RAMKit contains more than 1.5 terabytes of economic, market and stock data from around the globe. Through this system, we’ve found over 300 proven investment factors and used them to develop more than 40 investment models. RAMKit enables Genus to continually improve and executive sound strategies for our clients.

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At Your Service
In addition to money management, we provide the following value-added resources:

• Direct service and money management from a dedicated Portfolio Manager;
• A customized Investment Policy Statement that establishes your goals;
• A comprehensive quarterly reporting package that can be tailored to meet your needs;
• Quarterly product team presentations;
• Quarterly online video commentary and newsletters from our investment team;
• Secure web access to account information;
• Prompt response to your calls and emails, usually within two business hours;
• Customized marketing support.

Reasonable Pricing
Our fees are competitive and transparently based on the market value of the assets we manage. In this way, we have a direct financial incentive to put your interests first.

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Learn More

We welcome your questions and enquiries. Please feel free to contact us. We would also be pleased to meet with you to discuss your community’s needs in more detail.

Wayne Wachell, MBA CFA
CEO & Chief Investment Officer (Founding Partner)

John-Paul (J.P.) Harrison, MBA
President (Partner)

Sue-May Talbot, CIM
Portfolio Manager, Director of Client Service (Partner)