Culture and benefits
Our 100% open architecture structure allows us to work with some of the best portfolio managers from around the world and to provide you with a unique access to their expertise. This structure gives us the agility and independence required to operate in the complex world of investing.
To create the Meritage Portfolios, we use a three-stage selection process to identify the best mutual funds and exchange-traded funds (ETFs) on the market for each asset class. Next, an in-depth analysis allows us to determine which funds are complementary in order to create optimal solutions.
In a context where financial markets evolve constantly, a continuous monitoring of all the funds or ETFs that compose Meritage Portfolios is essential. This disciplined approach allows us to be prepared for any eventuality, such as a portfolio manager change.
We have selected between 30 and 50 of the best mutual funds and ETFs on the market using our unique fund selection process. This multi-stage, quantitative selection process was developed by a financial engineering team of investment specialists. Updates and follow-ups are carried out periodically to ensure that the funds continuously meet the selection criteria and that the Portfolios remain optimal.
1. Screening Process
5,000 FUNDS AND 2,000 ETFs
FOCUS ON PROVEN FUNDS
Minimum performance history
Solid, well-established fund managers
2. Quantitative Analysis
200 TO 400 FUNDS AND ETFs
SEEK ADDED VALUE WITH OPTIMAL VOLATILITY
Returns by unit of risk analysis
Downside risk analysis
Value added by portfolio manager performance analysis
3. Final Selection
20 TO 30 FUNDS AND 10 TO 20 ETFs WORKING TOGETHER TO CREATE THE PERFECT COMBINATION
MAKE INFORMED CHOICES
Investment firm: quality of research, security selection process
Manager: experience, philosophy, compensation, succession plan
Management style: consistency and complementarity (value, blend, growth)