BWMG Process

BWMG provides the following investment consulting services following a disciplined process with due regard to costs and income tax considerations at each stage::


Phase One: Statement of Investment Policies & Procedures (SIPP)

  1. Consider Investors Risk Profile and Return Needs
  2. Develop Asset Allocation Strategies
  3. Educate Client
  4. Draft a Comprehensive SIPP (and customize for each selected money manager)
Develop SRI Policy Guidelines if required using software licensed from Jantzi Research Inc.

Phase Two: Implementation

  1. Evaluate strategic alternatives (i.e. active vs. passive, balanced vs. asset class specialty, style diversification)
  2. Develop an Investment Manager structure plan
  3. Conduct necessary money manager searches
  4. Contract with each Money Manager
  5. Ensure Manager will comply with guidelines
  6. Transition management of assets from old structure to new

Phase Three: Performance Measurement & Quarterly Reporting

  1. Monitor investment strategy against agreed plan (SIPP)
  2. Measure portfolio performance relative to similar investment funds and relevant capital markets
  3. Provide evidence that performance results from money manager skill
  4. Audit portfolio to ensure compliance with guidelines
  5. Compare actual asset class mix to the planned mix
  6. Ensure portfolio risk is in line with clients' risk tolerance
See Reporting Page

Phase Four: Annual Review

  1. Regular Review of SIPP and client situation
  2. Asset mix rebalancing
  3. Detailed review of money manager performance to assess retention or replacement
  4. Consider new investment solutions available in the marketplace
  5. Renegotiate investment product fees

Contact Info

4100 Yonge Street, Suite 612
Toronto, ON   M2P 2B5
Canada
Directions: Map

Phone: 416-223-2053
Toll Free: 1-866-623-2053
Fax: 416-223-7940
bwmg@bullwealth.com