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Segregated Management
Jarislowsky Fraser manages money for funds, endowment & foundations
and corporate portfolios, through either
segregated management or pooled funds. Segregated management is available for
larger size portfolios.
Two investment professionals and an assistant
are assigned to each client relationship to ensure
a direct line of
communication and accountability. Our objective is to build long-term relationships
with our clients through regular, direct contact.
We encourage both formal and informal meetings
to discuss investment policy,
strategy and capital market conditions.
Segregated clients receive monthly portfolio valuations, transactions
and performance reports.
We send a quarterly report to clients which
includes:
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