FGP Solutions

Our FGP Solutions platform allows you to outsource investment management and governance while benefiting from tailored solutions, including monitoring and rebalancing for mandates such as income-driven strategies, LDI, and de-risking.

Our FGP Solutions Philosophy

Leveraging our firm’s over 40-year investment, risk management, operational and compliance expertise, our platform provides investment portfolios managed prudently and efficiently while leaving the operational and governance responsibilities to us.

Customized Investment Solutions

FGP’s Investment Committee, composed of our investment professionals, is responsible for setting strategic and tactical asset mixes, considering factors such as:

  • Global and regional economic conditions
  • Relative values of equities versus fixed income securities
  • Regional investment opportunities
  • Opportunistic asset classes
  • Risk/return profiles of asset mixes
  • Optimization of asset mixes
Comprehensive Risk Management

FGP’s Risk Management team, along with other experts in the firm, delivers a streamlined and comprehensive approach to managing risk, including the following services:

  • Portfolio optimization
  • Monitoring of investments’ compliance with the Investment Policy
  • Risk analysis (factor decomposition, stress testing, performance monitoring)
  • Performance analysis (risk-adjusted returns, rankings, multi-asset contributions)
Delegated Management and Governance

The FGP Solutions platform streamlines investment management and governance by offering services that enhance the design, implementation, and management of your investment strategy. Services include:

  • Review and enhancement of investment policies
  • Creation of customized solutions, including de-risking plans
  • Monitoring of portfolios and asset mixes, and management of asset allocation
  • Provision of asset class recommendations, and operational and cashflow management support
  • Investment operations support and compliance reporting
  • Access to FGP portfolio managers and thought leadership (white papers, webinars, videos)
Simple Fee Structure

Our platform delivers comprehensive services at a competitive fee, leveraging FGP’s institutional pooled vehicles and robust governance support.

Sample Asset Mixes

FGP Solutions Built For You

We tailor our asset mixes to different investment objectives. These mixes are designed to optimize risk and return based on your unique goals:

Risk Mitigating assets may include fixed income, preferred shares, mortgages and other similar asset types. Return Enhancing assets may include equities and other similar asset types.

Request An Introductory Call

Connect with us to discover how our FGP Solutions can help you achieve your financial goals.