Indigenous Services

LBA has been honoured to serve the unique investment needs of First Nations, Métis and Inuit clients since 2004. We manage assets of approximately $350 million for diverse Indigenous communities and organizations across Canada.

We know that the prudent and effective management of trust assets will have a direct impact on the social and economic prosperity of community members today and will build wealth to preserve the well-being of future generations.

LBA is pleased to support organizations committed to achieving the highest standards of excellence in Indigenous finance, investing, management and leadership. We are members of the NATOA (National Aboriginal Trust Officers Association) and AFOA (Aboriginal Financial Officers Association of Canada).

Building Capacity: 
 
We are committed to helping build capacity among Indigenous communities on financial matters and have conducted numerous workshops over the years on topics including:

  • Investment guiding principles
  • Asset classes and asset allocation strategy
  • Understanding macroeconomic trends and financial markets
  • Fees and costs linked to investing

Educational materials are available upon request.
 
Our investment approach fully integrates Environmental, Social and Governance issues. We offer funds that are sensitive to specific ESG parameters and we are open to addressing your community’s unique needs.

Investment Services Team

We understand that each Indigenous community has unique investment needs.
 
Our dedicated investment services team strives to work closely with Trustees and elected officials within the community to understand priorities and objectives.
 
We invite you to contact Andrew Davis to see how we can serve your community. Andrew has held diverse roles in the investment industry, including working as an investment manager at an Indigenous Trust, and as a client relationship specialist for the last 2 years at LBA. He is passionate about helping Indigenous communities achieve their investment goals.

Learn more about how we can help your unique community or organization.

Andrew Davis, CPA, CA, CFA
587-350-1710
1-800-307-8557
[email protected]

Add Growth & Spice.
Let’s Talk.

China, India, Eastern Europe, Africa and Latin America are amongst the fastest growing and most dynamic economic regions of the world. A true global investment strategy needs exposure to strong businesses in these areas.

Letko Brosseau has been investing in Emerging Markets for more than 20 years, with a dedicated Emerging Markets strategy since 2011.

Letko Brosseau has been independent since 1987 and now manages assets of approximately $27 billion. Our disciplined and long-term approach, alongside the deep industry expertise of our talented and multi-cultural team, have provided meaningful results in these high-potential markets.

  • Emerging Markets Equity
  • Balanced
  • Global Equity
  • Canadian Equity
  • Fixed Income
Add Growth & Spice.

$

1.8

+

billion in firm emerging market equities

8.2

%

annualized return since inception

+

2.4

%

annualized benchmark outperformance

*Performance results are annualized and presented in Canadian dollars gross of fees for the Letko Brosseau Emerging Markets Equity Composite. This $1.8billion composite was created in July 2011 and includes all discretionary emerging markets equity mandates with asset mix targets for fixed income securities of less than 10%. The benchmark since inception is 5% Deutsche Bank Federal Funds Effective Rate Total Return Index and 95% MSCI Emerging Markets Total Return Net Index.

Peer comparison universe is RBC Investor & Treasury Services Canadian Defined Benefit Plans Universe, dated December 31, 2019.

**PSN/Informa ranks product track records according to a proprietary blend of metrics. The peer group for the 6 STAR CATEGORY was created using the information collected through the PSN investment manager questionnaire and uses only gross of fee returns. Products must have an R-Squared of 0.80 or greater relative to the style benchmark for the recent five-year period. Moreover, products must have returns greater than the style benchmark for the three latest three-year rolling periods. Products are then selected which have a standard deviation for the five-year period equal or less than the median standard deviation for the peer group. The top ten information ratios for the latest five-year period then become the TOP GUNS. Ranking based on the performance of the Letko Brosseau Emerging Markets Equity Composite in U.S. dollars as of December 31, 2019. The PSN’s Emerging Markets Equity universe tracks 156 firms and 294 separate products.

Past performance does not guarantee future results.