As a longstanding and trusted partner to numerous Canadian institutional investors, PH&N Institutional understands that each entity faces unique investment challenges. Our Institutional Portfolio Solutions (IPS) group is dedicated to providing our clients with ideas, innovations, and rigorous analytical capabilities that support the design and implementation of custom pooled fund solutions.
The IPS group is a specialized team dedicated to providing portfolio analytics and quantitative risk modelling to help stakeholders assess the risk/reward impact of different strategic investment decisions and make informed, prudent choices.
The IPS group's tried and tested approach to portfolio analysis and solution design when working with clients on investment policy strategy is illustrated below:
The IPS group’s analytics and advisory work are available to all of our clients throughout the relationship to support ongoing governance responsibilities and ensure that the solution evolves, as needed, with changes in situation, risk tolerance, and/or objectives, as well as long-term capital market conditions. We believe this proactive and ongoing advisory support is critical to supporting the long-term success of our clients and is an expression of the partnership commitment we make.