We believe our ability to effectively communicate insightful views on relevant portfolio and market developments is fundamental to a successful client experience. Our Institutional Portfolio Managers bring intuition, understanding, and knowledge accumulated through years of experience across client types and investment strategies.
Experience
With over three decades of experience managing institutional assets, Mawer is the investment manager of choice for some of the most well-known companies, organizations, and charitable foundations in the United States and Canada. Over two-thirds of our firm’s assets under management is from institutional investors, each with their own set of unique goals and objectives.
Communication
We believe our ability to effectively communicate insightful views on relevant portfolio and market developments is fundamental to a successful client experience. Our Institutional Portfolio Managers bring intuition, understanding, and knowledge accumulated through years of experience across client types and investment strategies.
Living our Values
We never forget that clients have entrusted us with managing their assets. To us, excellent service is not just a critical element to our clients’ investment success, but also the ultimate expression of our core values.
This means our goal is to hold ourselves to the highest ethical standard. One of the ways we “walk the talk” is by closely monitoring our strategies’ assets under management—we have a track record of closing strategies if we believe their size has the potential to negatively impact client returns.
Insights
In addition to regular reporting and meetings, we offer a number of events geared to institutional clients throughout the year. Our Art of Boring blog and podcast offers strategies, frameworks, and insights to curious and passionate investors to help them make better long-term, disciplined investment decisions.
Our Clients
Mawer has nearly three decades of experience assisting endowments and foundations in meeting their funding requirements and achieving their financial goals. We believe we have been successful servicing their unique objectives because we strive to:
- Maximize returns while minimizing risk. We define risk as the permanent impairment of capital. To us risk is capital decreasing so much in value that the probability of recovering it over the long-term is very low.
- Maintain adequate liquidity to meet operational requirements.
- Provide excellent client service, drawing on our considerable experience in this area.
In addition, many of our investment professionals have long-standing records of voluntary board and investment committee service, adding both to our understanding and empathy of how to best assist members in fulfilling their fiduciary responsibilities.
$4.0B
170
As of June 30, 2024. AUM and number of clients represent firm totals.
Mawer has nearly four decades of experience providing investment management to corporate and public pension plans in Canada and the United States, including ERISA-qualified defined-benefit and defined-contribution plans. We believe we have been successful servicing their unique objectives because we strive to:
- Maximize returns while minimizing downside risk—important in mitigating fluctuations in funding ratios over time.
- Provide excellent client service, drawing on our considerable experience in this area.
$17.2B
140
As of June 30, 2024. AUM and number of clients represent firm totals.
We believe our time-tested investment philosophy and disciplined investment process means our partners can rely on Mawer to deliver above-average, long-term, risk-adjusted returns, comprehensive reporting, and excellent client service.
