Segal Rogerscasey Canada helps clients review the asset allocation structure of their plan to determine the best investment strategy.
Segal Rogerscasey Canada employs a systematic framework to evaluate and rate managers and rank their potential to add value to a client portfolio.
Our consulting advice can cover Alternative Investment Strategies, including real assets, private debts, hedge funds, private equity and currency overlays. Additionally, we are able to serve as an outsourced investment manager of alternatives portfolios on a fully discretionary basis.
Segal Rogerscasey Canada’s dedicated Asset-Liability Modeling (ALM) team enables us to provide clients with the latest techniques and tools to better manage their funds.
In monitoring the total performance of a plan, we ensure that the portfolio is appropriately structured to meet your investment goals without exceeding your risk tolerance.