Institutional Investment Services

Our investment service offers institutional investors a one-stop shop that includes investment management and trust services.

No matter the size of your assets, whether for a pension plan, a foundation, a trust or any other institutional account, we have funds to suit your needs.

Beneva, a partner with a lot to offer

Investing with us translates into benefits usually reserved for large pension funds. Enjoy reasonable management fees thanks to the economies of scale our portfolio managers achieve by pooling funds.

Fund platform

Enjoy access to many industry-leading fund managers.

We offer alternative asset classes that stand out in the market. Our wide range of funds allows you to optimize the risk-return profile of your portfolio.

Management approach

We only work with external managers and our approach is all about impartial and rigorous selection, monitoring and fine-tuning to ensure best in class managers are always on our platform. We stay abreast of market trends and adjust our fund offering as needed, always in the best interests of our clients.

All the managers on our platform are also signatories to the United Nations Principles for Responsible Investment.

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Services that give you the edge

  • We develop personalized strategies tailored to your needs.
  • Our dedicated team closely monitors fund managers and makes any necessary adjustments.
  • You can rely on our trust services for the administration of a pension fund or any other institutional account.

Ready to invest with us?

1 800 265-9525

  1. Savings products are issued by Beneva Inc.