We have produced excellent investment results by using a disciplined, team-oriented investment process for both balanced and specialty portfolios.

All of our asset classes are managed using thorough qualitative and quantitative research. Team leaders are accountable and responsible for implementing decisions.

Cidel offers three Canadian equity options:

• Canadian Equity (Core)
• Canadian Total Return Equity
• Canadian Opportunities (Small Cap)

Cidel follows a research process focused on uncovering financially sound businesses with high and rising cash generating abilities to take advantage of global growth opportunities around the globe.

Our approach is to use a macroeconomic view with a mid-term time horizon to develop the strategic asset mix. This is achieved through careful asset allocation, ongoing strategic review and expert management. The asset mix is set by our asset allocation committee which brings together the senior investment teams best thinking.

We use a broad-based approach that draws on the use of multiple strategies, such as interest rate anticipation, appropriate yield curve positioning and issue selection to add value.

We use fundamental research to construct a diversified portfolio of quality Canadian preferred shares and take advantage of opportunities that offer the best risk-return profiles.

Consultants acting on behalf of clients assume the responsibility to make sense of the investment landscape and client objectives in their efforts to find the best investment manager.

With over 50 years of experience in institutional investing, Cidel has a wealth of expertise to offer both clients and their consultant partners. Our long history, proven processes and consistent results make Cidel a strong choice – while our familiarity with consultants and client service focus ensures a smooth working relationship.

As well as offering time-tested strategies, Cidel builds on its proven strengths to customize portfolios meeting the constraints and unique needs of investors who require specialized mandates. We can work alongside consultants, and with committees and executives to develop investment policies for unique needs.

All of our investment strategies are outlined on the eVestment database.
Or, simply contact Kate Nowak to find out more about the investment solutions our team has to offer you.

For decades Cidel has worked closely with foundations and endowments of all shapes and sizes. We appreciate that no two NFP (Not for profit) organizations are the same and each have their own specific requirements. These requirements can cover annual funding, long term capital projects and governance support. All requiring an investment manager to learn, understand and to take a collaborative approach in designing a client specific solution.

All of our investment strategies are outlined on the eVestment database for subscribers.

Or, simply contact Kate Nowak to find out more about the investment solutions our team has to offer you.

Cidel serves families around the world who value our disciplined approach and competitive client service.

As a team-oriented firm, we understand the importance of trust and collaboration – both internally and with our clients. We are happy to work with your team of experts to meet the specific needs of family offices and their clients.

We offer family offices the structure and rigorous processes of our institutional investing expertise with the personal touch of more traditional private wealth to ensure that all of your needs are met.
All of our investment strategies are outlined on the eVestment database for subscribers.

Or, simply contact Kate Nowak to find out more about the investment solutions our team has to offer you.

To learn about our customized outsourcing solutions for family offices, contact Kate Nowak for an introduction to Cidel 360.