Sadiq S. Adatia

BMO Asset Management seeks to achieve consistent, above average returns through a risk-controlled approach to asset management. The firm attempts to reduce risk through the use of different asset classes, diversification and intensive individual security analysis. Their equity investment approach focuses on investments in companies with the potential to create long-term wealth. Though not limited by sector, BMO Asset Management tends to invest in the stocks of companies in the finance, energy minerals, non-energy minerals and industrial services sectors. Their fixed-income investment approach seeks capital preservation and returns commensurate with a given level of risk.

Functions as a College/University

Russell Investments Canada employs a multi-asset, multi-manager investment approach that is backed by intensive research and expert asset allocation. The firm employs an investment approach that invests in a globally diverse mix of asset classes and styles in a single investment portfolio. Portfolios may combine traditional securities, such as equities and bonds, with non-traditional alternative investments. Based on the client's investment objectives, the firm takes an open-architecture approach, which is not limited to finding all the components of a portfolio in-house. Rather, through a top-tier research process, they build portfolios from what they believe are the best strategies, the best managers and the best investment opportunities from around the world.

Provides investment advice

SLGI’s Portfolio Management Team manages the firm’s sub-advisory, asset manager relationships and the asset allocation solutions for Canadian investors. In managing asset allocation portfolios, the team incorporates strategic asset allocation principles with tactical overlay management and a strong fund manager oversight process to add value and/or reduce risk to investor portfolios over time.