Products & process

Our in-house investment teams cover fixed income (including money market), Canadian equities, U.S. equities, mortgages and real estate. For equities in the world beyond North America, we rely on highly respected sub-advisors.

Our menu of services can be tailored to fit the needs of most institutional investors:

Balanced fund investing
Chosen by most Greystone clients, we design and manage a complete portfolio of fixed income, domestic equities and international equities. The mix of stocks and bonds is actively managed and the client benefits from the full range of our professional talent.

Specialty investing
Our services are also available for each specific asset class.

Segregated management
We construct individual portfolios for specific clients. These portfolios may be either balanced or specialty. Typically a minimum of $50 million is required to build an adequately diversified portfolio.

Pooled fund management
Pooled funds group the assets of like-minded investors. Pooling permits a single investor to share in a much larger investment program than would be possible otherwise. Greystone typically requires a minimum of $20 million for pooled fund management.

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