Foundations and endowments
Patrimonica’s unique capabilities make us a valuable strategic ally for your endowment or foundation.
Patrimonica Asset Management functions as an Outsourced Chief Investment Officer (OCIO), using an innovative open architecture investment platform delivering objectivity, independence, alignment of interests, and transparency.
We ensure all client portfolios are coherently structured and optimally allocated by assigning specific mandates to talented, experienced, and motivated management firms, specialists in their mandates, based on our proprietary research and application of rigorous qualitative and quantitative criteria.
Client portfolios are supervised and monitored using our robust and secure technological infrastructure, which supports our comprehensive risk management and compliance framework, while providing enhanced performance measurement and analysis.
Patrimonica’s unique capabilities make us a valuable strategic ally for your endowment or foundation. We offer fully discretionary or consulting/implementation relationships, both of which provide:
- Review and analysis of current status
- Investment policy design
- Definition of investment mandates to be fulfilled
- Portfolio manager due diligence and selection based on defined criteria
- Terms and conditions negotiation with portfolio managers and custodians
- Smooth portfolio transition and implementation
- Manager due diligence and supervision of all portfolio activities
- Setting and continuous monitoring of risk control parameters
- Performance measurement, analysis, and presentation on a segmented as well as consolidated basis.
Our unique model ensures our interests are aligned with yours. Our sole source of income is fee revenue paid by clients – we receive no compensation for recommending managers or by offering products that provide additional compensation.
Our ability to incorporate a greater number of approaches, strategies, and managers provides the highly effective diversification that delivers superior risk-adjusted returns. Our open architecture enables us to combine active and passive management strategies, core and specialist managers, as well as alternative asset classes. Our ability to negotiate attractive terms with portfolio managers ensures that your returns are not negated by higher fees.
Patrimonica Asset Management Inc., a member of the Portfolio Managers Association of Canada (PMAC), is duly registered as a Portfolio Manager/Investment Counsellor with the Autorité des marchés financiers (AMF) in Québec and the Ontario Securities Commission (OSC).