The Johnson, Johnston and Macrae Investment Group - The pillars of institutional portfolio management

Investment partnerships built on experience, accountability and trust

Be it a municipality, foundation or academic organization, when it comes to money management, institutional investors have complex needs. From ensuring investments fall within the guidelines of their investment policy statement, to meeting the sometimes exacting reporting requirements of boards—with varying degrees of financial expertise among members—servicing institutional investors has become a specialty for the The Johnson, Johnston and Macrae Investment Group. These are long-standing relationships, some dating back nearly four decades, and they have all been built on the pillars of institutional portfolio management.

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Pillar #1: Understanding that Every Client Has Unique Objectives

Whether an organization wants to generate cash flow to fund ongoing operations or earn a competitive rate of return while matching maturities with specific cash requirements, understanding the institutional client's unique objectives comes first.

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Pillar #2: Individual Tailored Portfolios

At The Johnson, Johnston and Macrae Investment Group all institutional portfolios are customized portfolios that are segregated (i.e. non-pooled), non-mutual-fund, and invested directly in the fixed income and equity markets. We work closely with our clients to preserve and grow capital through high-quality, liquid investments, matching cash needs with specific fixed-income maturities, while investing in high-quality, well-researched equities where permitted.

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Pillar #3: Disciplined Portfolio Management

We pride ourselves on having a disciplined approach to managing money. Our clients benefit from our extensive experience in managing fixed income and equity accounts, based on a disciplined research and screening process that focuses on the growth in both capital and income, combined with a dedicated focus on capital preservation. We have a proven ability of managing risk, which we define as financial risk and risk to purchasing power.

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Pillar #4: Reporting and Servicing

Proprietary customized reporting is provided by The Johnson, Johnston and Macrae Investment Group and this is something we do for all institutional accounts. We will also work closely with our clients' auditors providing any reports necessary, saving valuable time. Our administrative staff regularly facilitates gifts-in-kind (stocks and bonds) from donors on behalf of our not-for-profit clients. There is always a friendly and familiar point of contact to address client requests on a timely basis.

Corporate clients

The pillars of institutional portfolio management

Investment partnerships built on experience, accountability and trust

Pillar #1: Understanding that Every Client Has Unique Objectives

Pillar #2: Individual Tailored Portfolios

Pillar #3: Disciplined Portfolio Management

Pillar #4: Reporting and Servicing