Charitable Foundations and Endowment Funds
Elysium Wealth Management specializes in managing assets for Charitable Foundations and Endowment funds. We have over 18 years of experience in assisting these organizations with the formulation, implementation and execution of workable investment policies.

The management of assets for these organizations is a key focus of our investment practice. We have been successful because we recognize the need to maximize returns, minimizing risk and maintain adequate liquidity to meet their operational requirements. Our experience has taught us to focus on the following key considerations:

Development of an Investment Policy Statement (IPS)
The process of developing an IPS, ensures that a charitable organization understands the relationship between it's gifting policy and their investment portfolio, and facilitates the development of an investment strategy that is consistent with the organization's long-term goals. We have extensive experience with all types of charitable organizations in designing effective investment policy statements that are unique to the specific needs of each organization.

Investment Philosophy
Our investment philosophy is well suited to charitable mandates, as these types of organizations require an approach to investment management that is focused on both risk management, as well as competitive returns. Elysium has developed and implemented a distinct investment style that is focused on producing positive investment returns that are largely independent of the performance of financial markets.

Communication and Reporting
Meaningful communication is important and essential to a successful long-term relationship. In addition to detailed quarterly reporting, our portfolio managers are available to meet and discuss the progress of your organization's investment portfolio on a frequency that suits your needs.

Click here to contact us.

Corporate Pension Fund Management
Elysium Wealth Management provides professional investment management for employer sponsored pension plans through the CEO Family of Investment Funds.

We provide ongoing reporting and updating to all major Canadian consulting firms' investment manager databases and to key North American performance measurement services, including CanadianMgrSearch, CogentHedge and Hedge Fund Research Inc. The CEO Fund is also included in The Morgan Stanley Hedge Fund Indices.

Elysium meets and exceeds the popular critical success factors of Pension mandates, including: Philosophy, People, Process, Performance and Price.

Our Marketing Department is able to provide professional, comprehensive submissions to all Requests for Proposal on short notice.

Click here to contact us.

Go to Elysium Home Page.