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.