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Insights
Experience

With over three decades of experience managing institutional assets, Mawer is the investment manager of choice for some of the largest and most well-known companies, organizations, and charitable foundations in Canada. Over two-thirds of our firm’s assets under management relate to institutional investors, each with their own set of unique goals and objectives.  

Experience

With over three decades of experience managing institutional assets, Mawer is the investment manager of choice for some of the largest and most well-known companies, organizations, and charitable foundations in Canada. Over two-thirds of our firm’s assets under management relate to institutional investors, each with their own set of unique goals and objectives.  

With over three decades of experience managing institutional assets, Mawer is the investment manager of choice for some of the largest and most well-known companies, organizations, and charitable foundations in Canada. Over two-thirds of our firm’s assets under management relate to institutional investors, each with their own set of unique goals and objectives.  

Clients We Serve

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Mawer has close to three decades of experience in assisting Not-for-Profits and Foundations in meeting their funding requirements and achieving their financial goals. We believe we have been successful servicing their unique objectives because we strive to: 

  • Maximize returns while minimizing risk. We define risk as the permanent impairment of capital. To us, risk is capital decreasing so much in value that the probability of recovering it over the long-term is very low. 
  • Maintain adequate liquidity to meet operational requirements. 
  • Provide excellent client service, drawing from our considerable experience in this area. 

In addition, many of our investment professionals have long-standing records of voluntary board and investment committee service, which adds to our understanding and empathy of how to best assist members in fulfilling their fiduciary responsibilities.

Mawer has also had the privilege of being the lead partner for the Community Foundations of Canada’s conference since 2015. This has been an immensely productive partnership and a powerful reminder of what we can do together to protect and grow capital for charitably focused organizations to create impactful change in our communities.

$5.6B
Assets Under Management
168
Clients
As of September 30, 2024. AUM and number of clients represent firm totals.