CORPORATE PROFILE

MISSION

  • A strong and sustainable investment philosophy supported by research and evidence;
  • Investment processes supported by a robust architecture allowing for efficient implementation of portfolio mandates;
  • An ongoing effort to improve investment processes, implementation and portfolio analytics while never deviating from our core philosophy;
  • A business model aligned with the interests of investors.

VISION AND VALUES

WHY ARE WE DIFFERENT?

  • We have a strong investment philosophy which can be applied to all public market asset classes (equity, commodity, currencies) and to the asset class allocation process;
  • This philosophy drives all of our investment processes;
  • We are very transparent with investors about what drives the performance of managers and products, including our own;
  • We believe that, if process is more important than some specific and unique expertise at forecasting and if the portfolio management infrastructure can sustain scalable and easy product implementation, management fees should be set at level compatible with affordable traditional mandates;
  • We have a compensation structure aligned with the interest of investors.

LEADERSHIP & OFFICERS

OFFICERS

 IPSOL Board of directors

BOARD OF DIRECTORS

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OUR PARTNERS

We have associated ourselves with the best partners in their respective fields. risk management, operations, client servicing and finance functions.

BROKERS

LEGAL ADVISOR

ADMINISTRATOR AND CUSTODIAN

FINANCIAL SOLUTIONS PROVIDER

IPSOL NEXUS PLATFORM

THE IPSOL NEXUS PLATFORM

  • Proprietary infrastructure operated with a simple user interface.
  • Seamless integration of IPSOL’s operations with our business  partners streamline work flow allowing for a productive, cost effective and secure investment process.
  • Allows flexible and detailed monitoring and reporting.
  • Integrated system ensures effective compliance

THE COMPONENTS OF AN EFFECTIVE GOVERNANCE PROCESS

  • Chief Compliance Officer with 25 years of investment experience
  • Compliance process integrated within the IPSOL Nexus platform
  • Adoption of the CFA Institute Asset Manager Code of Ethics and Standards of Professional Conduct
  • Compliance with CFA Institute Statement of Investor Rights
  • Board consisting of a majority of independent members

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GOVERNANCE

368 rue Notre-Dame Ouest/West, Suite 301, Montréal, Québec, H2Y 1T9, (514) 842-2225

 © 2015 IPSOL CAPITAL. ALL RIGHTS RESERVED