By admin on July 4, 2017
Open architecture means that we do not use any of our own investment products. Instead, HighView carefully selects unaffiliated third party investment managers to manage the various components of our clients’ portfolios. We partner with these third party investment managers, which meet our strict criteria only after a thorough search and due diligence process. Once hired, we then monitor each manager closely and make changes as required over time.
In addition to hiring the most appropriate investment manager for each investment mandate (e.g. Canadian small cap equity, or Global mid-to-large cap equity), we also negotiate fees with each of these managers at the time they are hired. Typically the fees agreed to are designed to go lower over time as the total assets provided to each manager from all HighView clients increase. These fee savings are passed on directly to our clients.