INSTITUTIONAL SERVICES

QV's disciplined approach to investing, coupled with clear and timely reporting has allowed us to meet our institutional client needs since inception. Our clients include corporate pension plans, insurance, non-profit organizations, foundations & endowments, and educational institutions.

Services

Our institutional services include in-house investment management for segregated and pooled fund accounts. We offer management for individual asset class mandates, including Canadian small cap equity*, Canadian large cap equity**, Global equity and Canadian fixed income, as well as a Balanced Fund management approach comprised of various asset class mandates.

Learn more about our philosophy, investment approach and our risk management for institutional investing.

* The small cap mandate is operating under a ‘soft close’ and is therefore available only under pooled fund management to compliment an overall balanced strategy or all-cap equity strategy.

** As of July 01, 2015 the Canadian Large Cap mandate is operating under a 'soft close'.

Reporting

We value pooled funds daily and provide weekly commentary through our QV Weekly Update. Institutional clients receive comprehensive performance and attribution reports as well as compliance certification on a quarterly or as required basis.

For more information about our institutional services, please contact Joe Jugovic.