Our Experience

Letko Brosseau has a long history of meeting the requirements of institutional investors. We currently manage portfolios for some 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 ($15.0bn)

<p><strong>Client assets under management<br />
</strong>by mandate ($15.0bn)</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
  • Global Equity (Canadian and foreign equities)
  • Foreign Equity (only non-Canadian equities)
  • Emerging markets
  • Canadian Equity
  • Canadian Equity Plus (with up to 40% foreign equity component)
  • EAFE Equity
  • US Equity
  • Fixed Income
  • Long Bond