Specialty Funds

Segal Rogerscasey Canada’s industry-leading investment research provides the company and its clients the opportunity to create and customize special purpose investment vehicles. The case for a specialty fund may arise when a unique investment opportunity presents itself or when a scalable, cost-effective solution allows investors to access hard-to-implement investment strategies.

These strategies, similar to all of our discretionary offerings, are powered by our dedicated team of research professionals and implemented by Segal Rogerscasey Canada’s Investment Solutions Group. Segal Rogerscasey Canada does not receive any part of the investment management fees paid to underlying sub-advisors. This ensures that our research is unbiased and the manager selections are based strictly on merit, and that there is complete alignment of interests between our firm and our clients. Our independence from the investment managers means we are not conflicted by other interests. As such, any portfolio that we construct would be completely transparent to clients and pass through all savings of scale directly to investors.

Examples of specialty investment areas where we have invested significant resources include green investment opportunities, global sustainable solutions, infrastructure and real assets.

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