As a longstanding partner to numerous Canadian institutional investors, we understand that each entity faces unique investment challenges. At PH&N Institutional, we believe in delivering a value proposition that is predicated on building strategic partnerships with our clients, a critical component of which is the ability to design customized investment solutions and provide strategic investment policy guidance. Consequently, all institutional clients have access to the Institutional Portfolio Solutions (IPS) team, a specialized group dedicated to providing portfolio analytics and quantitative risk modeling to help stakeholders assess the risk/reward impact of different strategic investment decisions and make informed, prudent choices.
Since the formal establishment of the team in 2015, the team has worked extensively with institutional investors of all sizes spanning an array of different entities such as pension plans, foundations, endowment funds, indigenous trusts and family offices. The analyses produced by IPS are supported by their proprietary modeling tools, all developed and maintained internally to allow for maximum flexibility when working with clients. Team members equally bring with them very specialized experience from backgrounds in investment consulting, risk management, financial engineering and actuarial science, all of which are additive to the client advisory experience that supports decision-making.
The team’s tried and tested approach to portfolio analysis and solution design when working with clients on investment policy strategy is depicted below. While the scope and complexity at each step will vary by situation, IPS always works the same way with every investor, tailoring the process to their specific circumstances.
The IPS group’s analytics and advisory work are available to all PH&N Institutional clients throughout the relationship to support governance responsibilities and ensure that investment solutions evolve, as needed, in response to changes in situation, regulatory framework, long-term capital market conditions and risk tolerance/objectives. We believe this proactive and ongoing advisory is a critical contribution to the long-term success of our clients and an expression of the partnership commitment we make.