ACCESS - CHOICE - SOLUTIONS
Pier 21’s investment management function is outsourced to carefully select global partners, whose decades of experience, complementary investment styles, and demonstrated track record of success enable us to deliver tailored and profitable investment solutions to our clients. Pier 21 bridges the gap between Canadian institutional investors and foreign-based portfolio managers. We conduct rigorous and disciplined due diligence to ensure our sub-adviser partners meet institutional criteria.
Although most aspects of our investment management complex are outsourced, as a registrant, we supervise our managers’ activities in Canada. Our team is fully accountable for all fiduciary responsibilities to clients, and we offer local client service, as well as integrated and compliance monitoring.
Our offering is based on three grounding principles: Access – Choice – Solutions.
Pier 21 enters into exclusive sub-advisory agreements with established and specialized investment managers from around the world, who have no presence in Canada. Pier 21 is registered as a Portfolio Manager, Exempt Market Dealer, and as an Investment Fund Manager in the appropriate jurisdictions across Canada.
Investors can access our strategies via Canadian-domiciled pooled funds, segregated mandates, model portfolios and defined contribution platforms. We have four proprietary Canadian domiciled pooled funds, all specialized in foreign equity investment, and an exclusive UCITS shared class for Canadian investors. These pools are available to Canadian accredited investors.
We have spent several years searching the globe to uncover time-tested global investment strategies to offer to our clients. Our select portfolio managers offer expertise across a wide spectrum of asset classes, including product and geographical expertise.
In order to meet the demands of the institutional marketplace, our strategies exhibit a wide array of complementary investment characteristics such as:
- Absolute-Return Focus
- Low Volatility
- High Conviction
- Thematic Approach
Pier 21 is dedicated to providing Canadian institutional investors with best-in-class foreign investment management expertise.
Some of our strategies include:
Quality mega-cap and high conviction portfolios of 30 stocks, selected through the same and proven investment process that built our sub-advisor’s reputation over the last 30 years.
- Pier 21 WorldWide Equity
- Pier 21 International Equity
- Pier 21 WorldWide Ethical
A low-volatility, concentrated, benchmark-agnostic portfolio that invests in developed market companies, featuring disciplined risk controls for capital protection.
- Pier 21 Global Value
- Pier 21 Japanese Equity
Using a proprietary replacement cost analysis valuation model to highlight investment opportunities, the pool holds 100+ emerging markets stocks selling at a discount to their sector’s median replacement value.
- Pier 21 Developing Countries
A concentrated 40 large cap quality names, combining fundamental stock research with sovereign and market analysis, where risk management is a primarily component of the investment process.
- Pier 21 Global Emerging Markets