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Based on a disciplined investment style and management by a fully integrated team knowledgeable on all key aspects of the portfolio and with over $23 million in assets under management, Scotia Asset Management is part of the Scotiabank Group, one of the nation’s largest financial institutions and our most international bank.
We have successfully customized unique portfolios for the risk/return parameters of:
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corporations
hospitals
pension and mutual funds
private clients
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associations
municipalities
charitable organizations
estate and trusts
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Along with the peace of mind that comes from delegating day to day investment decisions, U.S. and Canadian clients benefit from a full range of counselling and management services including money market, fixed income and equities.
Investment Philosophy
Our investment style is based on three proven principles: a long-term view, balancing return objectives with capital preservation and adding value through a disciplined research process.
Investment Process
Proven principles create the disciplined approach that drives our strategies, recommended solutions and the detailed reporting essential to responsible stewardship.
Dynamic Portfolio Design
The portfolio will be invested in a blend of core and tactical holdings to achieve targeted opportunities to enhance return potential.
Scotia Asset Management L.P., Scotia Asset Management U.S. Inc., all members of the Scotiabank Group.
® Registered trademark of The Bank of Nova Scotia.
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