{"id":28932,"date":"2015-02-05T23:09:36","date_gmt":"2015-02-06T04:09:36","guid":{"rendered":"https:\/\/pmac.org\/firms\/1832-asset-management-l-p\/"},"modified":"2024-05-16T21:56:02","modified_gmt":"2024-05-17T01:56:02","slug":"1832-asset-management-l-p","status":"publish","type":"firms","link":"https:\/\/pmac.org\/fr\/firms\/1832-asset-management-l-p\/","title":{"rendered":"1832 Asset Management L.P."},"content":{"rendered":"<h2 class=\"fr-tag\"><strong>Firm History<\/strong><\/h2>\n<p class=\"fr-tag\">1832 Asset Management L.P. (formerly Scotia Asset Management L.P.) and its predecessor companies have managed assets in Canada since 1877, providing disciplined investment management for mutual funds, pensions, corporations, foundations, and individuals. 1832 Asset Management L.P. also provides investment advice on estates and trusts administered by the Bank of Nova Scotia Trust Company. \u00a01832 Asset Management L.P. has offices across Canada from Halifax to Victoria; it is a wholly owned subsidiary of the Bank of Nova Scotia.<\/p>\n<h2 class=\"fr-tag\"><strong>Investment Philosophy<\/strong><\/h2>\n<p class=\"fr-tag\">1832 Asset Management L.P.\u2019s investment philosophy is based upon the conviction that returns are maximized by long-term investing.Three principles underline this belief:<\/p>\n<ul class=\"fr-tag\">\n<li class=\"fr-tag\">\n<p class=\"fr-tag\">To conserve and enhance our clients\u2019 assets through the creation of\u00a0long-term investment returns<\/p>\n<\/li>\n<li class=\"fr-tag\">\n<p class=\"fr-tag\">To achieve these long-term investment results by means of a disciplined investment management process, consistently applied over time<\/p>\n<\/li>\n<li class=\"fr-tag\">\n<p class=\"fr-tag\">To prudently manage total portfolio risk through diversification of investment holdings<\/p>\n<\/li>\n<\/ul>\n<h2 class=\"fr-tag\"><strong>Reporting &amp; Communication with Clients<\/strong><\/h2>\n<p class=\"fr-tag\">All clients receive a detailed written report on a quarterly basis. This review included a summary of portfolio assets and sector mix,\u00a0a detailed list of assets, a\u00a0 performance report and details of all transactions executed in the reporting period. 1832 Asset Management L.P.\u2019s portfolio managers also keep in contact with clients through materials such as the Quarterly Comment and Portfolio Perspectives, both formal and informal client calls and meetings as well as an annual review and personal visits. \u00a01832 Asset Management L.P. does not hold client assets. Although we can work with any third party custodian, The Bank of Nova Scotia Trust Company has been selected as the custodian of choice. Our compliance team provided another layer of monitoring and oversight as it reviews for ongoing adherence to policy and monitors portfolio holdings. 1832 Asset Management L.P. is a member of the Portfolio Management\u00a0Association of Canada and is able to offer service to people in all provinces and the Yukon Territory.<\/p>\n","protected":false},"excerpt":{"rendered":"<p>Firm History 1832 Asset Management L.P. (formerly Scotia Asset Management L.P.) and its predecessor companies have managed assets in Canada since 1877, providing disciplined investment management for mutual funds, pensions, corporations, foundations, and individuals. 1832 Asset Management L.P. also provides investment advice on estates and trusts administered by the Bank of Nova Scotia Trust Company. [&hellip;]<\/p>\n","protected":false},"template":"","format":"standard","meta":{"_acf_changed":false,"_relevanssi_hide_post":"","_relevanssi_hide_content":"","_relevanssi_pin_for_all":"","_relevanssi_pin_keywords":"","_relevanssi_unpin_keywords":"","_relevanssi_related_keywords":"","_relevanssi_related_include_ids":"","_relevanssi_related_exclude_ids":"","_relevanssi_related_no_append":"","_relevanssi_related_not_related":"","_relevanssi_related_posts":"","_relevanssi_noindex_reason":"","footnotes":""},"class_list":["post-28932","firms","type-firms","status-publish","format-standard","hentry"],"acf":[],"publishpress_future_workflow_manual_trigger":{"enabledWorkflows":[]},"_links":{"self":[{"href":"https:\/\/pmac.org\/fr\/wp-json\/wp\/v2\/firms\/28932","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/pmac.org\/fr\/wp-json\/wp\/v2\/firms"}],"about":[{"href":"https:\/\/pmac.org\/fr\/wp-json\/wp\/v2\/types\/firms"}],"version-history":[{"count":0,"href":"https:\/\/pmac.org\/fr\/wp-json\/wp\/v2\/firms\/28932\/revisions"}],"wp:attachment":[{"href":"https:\/\/pmac.org\/fr\/wp-json\/wp\/v2\/media?parent=28932"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}