Institutional manager

As an independent Canadian consultant to institutional fund trustees, Pensul conducts continuous asset manager research and selection mandates for its clientele.

To this end, Pensul constantly researches management firms, their teams, the products they offer, and their management styles.

Pensul meets with managers who deal or seek to do business with institutional clients in Canada.

Pensul does not manage multi-manager funds for its clients.

Managers visit Pensul at its Montreal office on a regular basis to provide updates on their investment management teams and investment products. More than 100 such meetings and research interviews take place each year, in addition to Pensul's research and selection activities.

You are invited to contact our analysts in charge of investment management research and the request for proposal process at data@pensul.com.

The data collection process minimizes your own follow up efforts while maximizing the visibility of the strategies and investment products you offer.

Pensul strongly favours data prepared in compliance with the standards and procedures of the CFA Institute (AIMR).

Our database is not published. It serves exclusively to support our research and selection mandates for our clients. The information received will be used to this end only. Please see Independence for more details.

To contact or to make an appointment with Pensul's analysts, please write to us at data@pensul.com.