In addition to performance and streamlined investments, institutional clients gain consultative and operational advantages as part of our relationship.
We act as a fiduciary and a business partner to benefit your organization, members, and your staff. To find out if our service is a fit for your organization, contact us today to discuss how we can help you gain a competitive edge. Why pay for portfolio management fees that only provide standard investment management when you can gain the advantages of a business partner and tailored investment strategies at the same price?
If this resonates with you and your team, let's connect to see if there's a fit.
Headed by Coreen Sol, CFA, our investment management process for mandatory liquidity pools and excess capital provides a competitive advantage for the community-based Credit Union. The key reasons why Credit Unions are transitioning the management of these assets to our care are rooted in our ability to address the needs of smaller organizations with total assets under $2billion because we do not need to rely on pooled asset management and centralized support. We manage your account separately from other Credit unions and tailor your portfolio to your specific needs, directly supporting your management team.
Our experience with community-based Credit Unions and our relationship with Central 1 Credit Union gives you the competitive advantage to leverage our expertise and resources to produce outstanding service, reliable investment performance, and operational efficiencies beyond the management of your excess capital and mandatory liquidity pool, for the same portfolio management costs that you’re familiar with.
Our personalized engagement and market expertise provide a broad range of support for your key managers. Whether you are meeting with regulators or responding to their requests for information, we are well-positioned to assist you with the process. We will meet with your risk manager, board of directors and key personnel when needed. Also, as a client, you’ll receive our proprietary bi-weekly market brief—a summary of critical updates affecting fixed-income and economic markets that will get you up to speed without having to wade through lengthy research and news reports.
While large organizations often rely on the efficiencies of pooled asset management and centralized support, with Solinvest, our ability to partner directly with your team means we can offer a personalized approach designed for your changing needs. We manage your assets by developing an investment policy statement aligned with your regulated guidelines, goals, and risk policy.
Whether you need specific liability matching for large deposits, you are looking for spreads over rate shopping members, or you need exposure to particular markets to offset interest rate risk, we tailor each position in your portfolio to integrate with your plan. In addition, with our ability to select individual securities (rather than a pooled approach), we can reduce the number of positions and limit trading activity so that you can spend less time reporting and more time on strategy.
Backed by one of the largest bond desks in Canada, we offer a vast inventory of securities, expertise, and competitive pricing. In addition, CIBC Capital Markets provides a depth of experience and expertise second to none for fixed-income management and structured product development.