Firm History

Cougar Global Investments Limited was founded in 1993 and provides investment counseling services to all types of accounts — private clients, RRSPs, trusts, foundations, donor-directed charities, corporate and institutional accounts. Cougar Global offers clients integrated wealth management services.

Cougar Global has developed a proprietary investment process that constructs globally diversified portfolios of ETFs designed to perform in accordance with clients’ investment objectives. For many clients the firm’s investment process employs downside risk management methodology and tactical asset allocation to protect client’s assets in down markets.

Effective 4/30/15 Cougar Global was acquired by Raymond James Financial, Inc. (NYSE:RJF) and in 2016 Cougar Global become an affiliate of Carillon Tower Advisers, a wholly-owned subsidiary of Raymond James Financial, Inc.

Investment Philosophy

Cougar Global is a tactical asset manager with a focus on downside risk management. The goal of investing, Cougar Global believes, is to achieve compound annualized returns that meet the client’s investment objective. Cougar Global adheres to a strict discipline of downside risk management, and strives to participate in bull markets while mitigating or avoiding, if possible, the downside in bear markets.

Cougar Global performs ongoing research regarding the behaviour of about 20 global asset classes in order to determine how they will behave under various macroeconomic scenarios using our proprietary Macro Economic Scenario (MES) methodology.

Cougar Global primarily uses Exchange Traded Funds (ETFs) that track the index returns for each global asset class. ETFs result in lower fees, lower trading costs, and increased tax efficiency.

Wealth Management Services

Cougar Global has a knowledgeable client service team and access to independent experts who provide full financial planning services incorporating retirement, tax and estate issues acknowledging the role of trusts or corporations.

Reporting & Communication with Clients

Clients receive quarterly statements and benefit from frequent communication, including monthly webinars.

Safeguarding of Investor Assets

RBC Investor Services clears, settles trades, and holds all client assets in safekeeping. RBC Investor Services provides quarterly independent reporting to Cougar Global clients.

If you would like to find out more about Cougar Global, please visit their website, www.cougarglobal.com.