Our Expertise

Letko Brosseau has a long history of meeting the requirements of institutional investors. We currently manage portfolios for more than 450 institutional clients including a variety of corporations and public funds (defined benefit and contribution pension plans), universities and hospital endowments, foundations, and other types of institutional investors.

Client assets under management
by mandate ($30.4 bn)

<p><strong>Client assets under management<br />
</strong>by mandate ($30.4 bn)</p>

Communicating Strategy and Results

Each institutional client is assigned an Investment Services Director, whose primary role is to meet committee members and stakeholders and provide insight on Letko Brosseau's investment philosophy, portfolio strategy, company outlooks and portfolio performance. The Director is available to meet and report on a quarterly or annual basis, as required.

Investment Services Team

Customized Servicing
and Reporting

We work closely with investment committees and their consultants. This includes discussion of the Statement of Investment Policies (SIP), in determining appropriate asset mixes and in meeting compliance requirements. A comprehensive set of statements is available and custom reports can be designed to facilitate reporting requirements for investment consultants, family offices and internal/external auditors.

Mandates currently open

  • Global Balanced
  • Foreign Balanced
  • Canadian Balanced
  • ESG (Environmental, Social and Governance Issues) Balanced (Pooled Fund only)
  • Canadian Equity
  • US Equity
  • Global Equity (Canadian and foreign equities)
  • EAFE Equity
  • Canadian Equity Plus (with up to 40% foreign equity component)
  • Foreign Equity (only non-Canadian equities)
  • Emerging markets (Pooled Fund only)
  • Fixed Income
  • Long Bond (Pooled Fund only)

The Results Speak.
Let’s Talk.

Independent for 30 years, Letko Brosseau has provided clients consistent outperformance with investments in Canada and around the world.

We take a disciplined, long-term view based on fundamental research, economic analysis and the deep industry expertise of our multi-disciplinary team.

  • Balanced
  • Global Equity
  • Canadian Equity
  • Emerging Markets Equity
  • Fixed Income
The Results Speak.

30

$

Billion in firm assets under management

11.9

%

Annualized returns over 30 years, and

4.0

%

Annualized benchmark outperformance

Performance results referenced above are annualized and presented in Canadian dollars gross of fees for the Letko Brosseau Global Balanced (Canadian Bias)
Composite. This $12.9 billion composite includes all discretionary balanced mandates with a bias towards Canadian equities and asset mix targets within the ranges
of 30-70% for fixed income and 30-70% for global equities. The benchmark is 5% FTSE TMX 91 day T-bill Total Return Index, 40% FTSE TMX Universe Bond Total
Return Index, 20% S&P/TSX Composite Total Return Capped Index and 35% MSCI World Total Return Net Index. The benchmark from January 1, 2001 to May 31,
2007 was 5% FTSE TMX 91 day T-bill Total Return Index, 40% FTSE TMX Universe Bond Total Return Index, 30% S&P/TSX Composite Total Return Capped Index
and 25% MSCI World Total Return Net Index. The benchmark from January 1, 1988 to December 31, 2000 was 5% FTSE TMX 91 day T-bill Total Return Index, 40%
FTSE TMX Universe Bond Total Return Index, 35% TSE 300 Composite Total Return Index adjusted to cap the weighting of any associated group of equities at 10%
of the index and 20% MSCI W orld Total Return Net Index. Past performance does not guarantee future results.

*Peer comparison universe is the $650 billion RBC Investor & Treasury Services Canadian Defined Benefit Plans Universe, dated December 31, 2017.