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Foresters Asset Management Inc.
Chief Investment Officer and Head of Fixed-Income
Tel: (416) 883 - 5801
Tel: (416) 883 - 5551
Director of Operations & Compliance
Tel: (416) 883 - 5802
Types of Accounts Managed
- Institutional Investor - Pension Plan
- Institutional Investor - Non-Profit
- Institutional Investor - Other
Provinces of Business
- British Columbia
- New Brunswick
- Newfoundland and Labrador
- Nova Scotia
- Prince Edward Island
* indicates a physical location in this province
Foresters Asset Management Overview
Foresters Asset Management Group is an experienced and trusted global asset management organization, ranked as the 28th largest asset manager worldwide, managing assets in excess of US $500 billion and employing 1,300 investment-related professionals, as at December 31, 2009. In Canada, Foresters Asset Management Inc. manages over $7.4 billion CAD, as at June 30, 2011, for both institutional and retail clients. We work in partnership with our affiliated companies, Transamerica Life Canada and Foresters Financial Investment Management Company of Canada Inc.
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Foresters Asset Management manages both Canadian fixed-income and equity portfolios. The portfolio management team employs a prudent and disciplined approach to managing assets, with the aim of providing stable investment returns, through the forensic analysis of securities.
Foresters Asset Management focuses on four elements in managing portfolios to meet clients’ goals: People, Process, Portfolios, and Performance. We believe that with this focus, the client’s needs are at the forefront and guide all investment actions.
The key to success at Foresters Asset Management are the people who make up our investment team. The investment world is highly competitive and the strength and size of the investment talent available to us is crucial to our success, as a company. This is exemplified as we adopt a team approach to research and analysis in both fixed income and equity and encourage the development of talent from within. At any given time, investment team members are at different experience levels and have experience in different areas of investment management. This results in an investment team which is both well-rounded and experienced.
Foresters Asset Management’s key strength is security selection. Rigorous internal research and modeling ensures that each investment decision is supported by objective information. It also allows the team to understand, define and analyze the risk of every security selected. Therefore, risk is controlled at the security level. This, in turn, helps provide clients with incremental returns and low volatility. Our disciplined process has remained consistent and has been tried and tested through both good and challenging times.
Foresters Asset Management’s original mandate was to manage the asset and liabilities of its affiliate, Transamerica Life Canada. This approach has been adopted for our other client portfolios. Each portfolio is considered within the context of its own unique mandate and the needs of its clients and all decision making is dictated by these needs. Careful planning of portfolio construction and oversight are coupled with ongoing corporate governance to ensure stability and maintain compliance within the portfolios. Foresters Asset Management takes its role and responsibilities as a Portfolio Manger very seriously, to earn and sustain the trust of our clients and to be as transparent as possible.
Foresters Asset Management’s investment process is designed to deliver consistent incremental and repeatable performance across both asset classes and investment disciplines. This is achieved through Foresters Asset Management’s forensic analysis of companies, which minimises risk and enhances returns for our investors, over the long term.