Investment Advisors

Are you a retail wealth manager? You may be pleased to know that we offer differentiated portfolios to best meet changing client needs.

Our sub-advisory services include both third-party mutual fund management as well as model portfolios for separately managed account (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.

Fossil Free® Solutions for Advisors

Are you an investment advisor interested in fossil free products? We understand the challenges, pressures and opportunities you face in delivering investment solutions to clients who demand performance and social responsibility. As Canadians’ social values change, so do market realities and investment expectations—and we monitor those changes so we can help you respond to them. We partner with you to develop and offer tailored solutions that help you meet your clients’ needs in an investment environment increasingly influenced by climate and sustainability concerns.

Innovative Solutions

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

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

We can customize our Multi-Manager Portfolios in a number of ways. First, we set up your clients’ investments 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 that present 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 that too.

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% Canada and 60% 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 US 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.

We understand that clients who are approaching or moving into retirement have specific needs, and they expect you to help address them. We can help you do that with retirement-specific portfolios that are 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

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

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

As a product manager, you may have a clear idea about a specific solution you would like to add to your platform. 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.

Socially Responsible 

Strategies

Fossil Free® Portfolios

Do you (or your clients) prefer investments that are socially responsible? At Genus Capital, we offer a variety of strategies based on environmental, social and governance (ESG) criteria. For example, if you are concerned about climate risk, you may want 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.

Impact Equity Strategies

If you are interested in sustainability, you may want to know more about mission-based investing, 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 areas like renewable energy, energy efficiency, water and waste management, low- and negative-impact products and sustainable agriculture as well as access to healthcare, education and technology. This solution is a one of a kind in Canada.

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 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)