Greystone Managed Investments Inc. - Products & process - balanced portfolios

By: Greystone Managed Investments  09-12-2011

Greystone Managed Investments Inc. is a growth style investor. We add value through our rigorous, bottom-up security selection as well as through top-down asset allocation.

Our Asset Strategy Team directs overall investment strategy for the firm, and establishes the asset mix. This group consists of the team leaders from each asset class, and all Senior Vice-Presidents. Greystone's Chief Investment Officer, Robert Vanderhooft, CFA leads this committee, which meets weekly or more frequently as need arises.

After the asset allocation decision is made, our teams then build and manage portfolios from the bottom up, using internal research, personal experience and a disciplined process for trading individual securities.  The process is noteworthy for its consistency – we apply our decisions uniformly among clients with similar objectives, policies and risk tolerances.

Equally important, since all trading activity occurs at the team level, integrating research results occurs seamlessly.  At Greystone, all teams spend much of their time at the trading desk, thus reinforcing communications within and among asset classes.  In addition, there are daily market review meetings and a formal weekly gathering of all professional personnel.

We offer two investment strategies:

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