Leuty Lifeguard Station, the Beach, Toronto (Source Pinterest)

Discover our services for asset owners

The Leuty Lifeguard Station is the most photographed landmark in the Beach, the east-end district of Toronto where Mathalian Partners is located. It was one of three stations built by the Toronto Harbour Commission 105 years ago. Over the years, lifeguards based there are credited with saving more than 6,000 lives (source: CBC).

Just like lifeguards have been entrusted with the safety of the beach sojourners, fiduciaries, actuaries and asset managers are stewards of the pension plans they work for. They make sure beneficiaries enjoy financial security and peace of mind for years to come.

Whether you manage a Pension Plans, a Foundation, an Endowment or a Family Office you have one, if not both, of these long term objectives in mind:

  1. Meeting your obligations to your beneficiaries and stakeholders liabilities at reasonable cost and risk

  2. Assessing the impact of your investments on people and planet and set targets to improve over time

Why? the trend toward net-zero and sustainability is of existential importance. 10 years ago, Mark Carney, then Governor of the Bank of England warned of the risk of climate change to financial systems and our global economy. Further, a majority of scientists focusing on climate change and biodiversity have been sounding the alarm about the danger of breaching climate tipping points and cascading effects multiplying the rate of global warming. Climate and nature-related risks are financial risks to your portfolio. Standards and regulations demand more robust governance of these issues by fiduciaries. Finally, the market will make old investments stranded and will offer investment opportunities to benefit from the green wave.

Asset Owners may miss transition opportunities or stand to lose by staying invested in stranded companies/sectors. That’s why they need to oversee their asset managers and obtain decision-useful information at the portfolio level.

Mathalian Partners can accompany you at whatever stage you find yourself on the journey from traditional investing to responsible investing!

Our Services

  • •Statement of Investment Policy & Procedures (SIPP) development & review

    •Asset-Liability Studies

    •Strategic Asset Allocation

    •Risk management

    •Performance monitoring

    •Scenario analysis & stress testing

    •Liquidity management

    •Investment Manager search

  • •ESG/Climate Education Sessions

    •Responsible Investing (RI) /Climate workshops

    •Bottom-up ESG/Climate Risk Report

    •Climate Scenario Analysis (including integration with Asset-Liability study)

    •Carbon foot printing and reporting

    •RI Policy/ Climate Strategy development & review

    •Manager search (ESG, Climate/Biodiversity Solutions)

    •Transition plans development & tracking

  • Example of a Climate Strategy Workshop

    • Education component

    • Peer benchmarking

    • Discussion and conviction building on goals (outside in and inside out views of risk)

    • Result of bottom-up risk analysis

    • Result of Top-down risk analysis

    • Transition plans

    • Action plan formulation

    • Week-end or week long retreats at a location immersed in nature for Board Members, Investment Teams and Executive Teams

    • Locations in Ontario, Québec, Alberta, Trinidad & Tobago and Bonnevaux (France)

Services