With clearly defined objectives, you’ll achieve long-term fiscal health of your organization’s assets.
We will construct an investment strategy that fits your organization’s objectives and values while being back backed by academic research.
You will have direct communication with a team of dedicated professionals focused on the institutional sector. We’ll provide ongoing support by tailoring performance reviews and helping you educate your organization’s stakeholders.
Elevate your investment strategy with our team. Schedule a call with an advisor today.
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Effective, consistent communication is the foundation of a successful relationship.
We provide clear, concise performance reporting that speaks to all stakeholders of the organization, such as the CFO, Investment Committee and Board.
We work with institutions to determine a reporting schedule that aligns with their preferences.
Our portfolio managers are responsible for ensuring that your investments remain aligned with your organization’s Investment Policy Statement (IPS).
This includes ongoing monitoring, periodic rebalancing, and continuous research to ensure that the securities in the portfolio continue to meet your objectives and represent the most suitable options available.
PWL Capital works closely with each institution to understand its cash flow requirements and liquidity needs.
We design investment strategies that ensure sufficient liquidity is available for short-term obligations while optimizing the long-term growth of capital.
This may include maintaining a dedicated liquidity reserve, using high-interest savings vehicles or money-market funds, and structuring the portfolio to match cash needs with investment horizons.
Planning for the future is challenging.
We have specialized tools to help stress test portfolios against market volatility and other external shocks that may require the use of long term assets to support operational deficits.
PWL is well versed in the tradeoffs of these various spending policies and has a research team that is dedicated to remaining at the cutting edge of this literature.
Learn more about investment strategies to manage your organization’s assets. Get in touch with an advisor today.
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Meet the team that is making an impact for Canadian investors. We’re here to help guide you with expert advice and dedicated service. Our mission is simple: to turn your financial goals into reality, with personalized strategies that fit your life.
Check our FAQs for common questions. If you can’t find what you’re looking for, reach out to us and we will be happy to respond.
PWL Capital has a fiduciary duty to its clients, which means we have a legal responsibility to always act in your best interests. We take that responsibility very seriously.
We focus on understanding our clients’ unique circumstances and aspirations and offer the most appropriate solutions at all times.
We at PWL believe financial advisors should have a fiduciary duty to their clients. Last year we formalized this commitment by gaining certification by the Centre for Fiduciary Excellence (CEFEX), an independent global organization that helps determine the trustworthiness of investment advisors.
PWL Capital partners with a wide range of mission-driven institutions, including charitable foundations, endowments, and not-for-profit organizations.
Our portfolio management philosophy relies on academic research that demonstrates that markets are efficient and that prices reflect all available information. The best way to capture what the markets offer is to have a low-cost, broadly diversified portfolio that matches your risk tolerance.
Yes! PWL Capital was founded in 1996 as an independent firm and has remained so ever since. This independence means that we can serve you without outside influence or pressure.
Our employees are our shareholders. Together, we developed a hundred-year ownership vision that ensures we will remain fiercely independent and continue to provide conflict-free financial advice and portfolio management services to our clients.
PWL Capital offers sustainable investment solutions for institutional clients who wish to align their portfolios with environmental, social, and governance (ESG) considerations. We can incorporate ESG factors into portfolio construction, engage with asset managers on responsible investing practices, and provide reporting on sustainability metrics where available. Our approach to ESG investing is grounded in evidence-based investing and tailored to each organization’s values, mandate, and long-term goals.
