The brand new swimming pools – IPC Personal Wealth Visio World Benefit Balanced Pool and IPC Personal Wealth Visio World Alternatives Balanced Pool – might be managed by Mawer Funding Administration and EdgePoint Wealth Administration, respectively.
“With Mawer and EdgePoint, advisors may have entry to 2 of the nation’s main fairness cash managers, every with compelling funding philosophies and confirmed long-term monitor data of success,” defined Blair Setford, VP Product Administration, Counsel Portfolio Providers.
New US development fairness
The agency can be launching Counsel U.S. Development Fairness, a brand new part fund that might be accessible on a standalone foundation and be an underlying fund for Counsel’s turnkey portfolios.
Will probably be sub-advised by Brown Advisory, primarily based in Baltimore, which together with EdgePoint is a brand new addition to Counsel’s cash supervisor roster.
“The addition of Brown and EdgePoint, alongside Mawer – a long-standing sub-advisor for Counsel – provides our advisors entry to a deep roster of unbiased funding specialists,” added Setford. “Counsel as we speak has 17 third-party cash managers, every of whom is rigorously chosen primarily based on in-depth analysis, and constantly monitored by our Portfolio Administration crew to make sure that every cash supervisor is good for the technique they handle.”
