INSTITUTIONAL

At Louisbourg Investments, we manage assets entrusted to us by pensions, nonprofits, insurers, family offices and other specialized mandates. Our firm’s long-term stability, disciplined investment process and our ability to properly address each client’s unique financial needs is what makes us stand out.


Everyone has their own story and we believe the best way to meet the unique needs for all of our clients is to build a distinctive portfolio and service model that are custom to them. Louisbourg prides itself on providing its institutional partners access to both its service staff and the investment team. 
 

Our valued clients can expect transparency, continuous access to highly credentialed professionals, and high quality solutions.

Who we serve

Endowments and Foundations


Endowments and foundations face significant challenges when it comes to balancing long-term sustainability and short-term philanthropy, especially in the current low yield environment. Our fully consultative solutions provide a roadmap for how endowments and foundations can meet their objectives. Why endowments and foundations choose Louisbourg:

  • Strategic asset allocation development
  • Board education, peer trends, and benchmarking
  • Investment and disbursement policy consulting
  • Diverse investment capabilities




Pensions


Louisbourg has partnered with many types of pensions including public and private defined benefit plans, shared risk plans, and defined contribution plans. A refined investment process and sophisticated risk management techniques allow us to deliver pensions exceptional results. Why pensions choose Louisbourg:

  • Balanced/multi-asset strategies
  • Liability-driven investing (LDI) strategies
  • Investment policy statement development
  • Thought leadership and industry best practices
  • Diverse investment capabilities




Insurers


Insurers face many complexities in the management of their investment portfolios, from tax considerations to regulatory capital requirements and more. Louisbourg has served both life and property and casualty insurers alike since its inception and makes this wealth of experience available to insurer clients. Why insurers choose Louisbourg:

  • Capital-efficient investing: portfolio construction considering both yield and capital charges
  • Sensitivity modelling for Minimum Capital Test (MCT) and Life Insurance Capital Adequacy Test (LICAT) regulation
  • Tax-efficient investing to optimize after-tax portfolio yields
  • Thought leadership and insurer-focused research
  • Diverse investment capabilities




Family Offices


High net worth and ultra-high net worth individuals and families trust Louisbourg to provide highly refined investment solutions. Why family offices choose Louisbourg:

  • Custom tax-efficient strategies
  • Access to our highly specialized private wealth management team for complex financial and estate planning issues
  • Research and direct access to investment team
  • Diverse investment capabilities





Investment Strategies

We manage a variety of investment strategies to meet clients' specific needs. Our scale in assets under management and our flexible platform give us the ability to construct custom portfolios using a wide range of individual securities or using our own Louisbourg pooled fund strategies listed below.​

Fixed Income

Endowments and Foundations


Endowments and foundations face significant challenges when it comes to balancing long-term sustainability and short-term philanthropy, especially in the current low yield environment. Our fully consultative solutions provide a roadmap for how endowments and foundations can meet their objectives. Why endowments and foundations choose Louisbourg:

  • Strategic asset allocation development
  • Board education, peer trends, and benchmarking
  • Investment and disbursement policy consulting
  • Diverse investment capabilities




Pensions


Louisbourg has partnered with many types of pensions including public and private defined benefit plans, shared risk plans, and defined contribution plans. A refined investment process and sophisticated risk management techniques allow us to deliver pensions exceptional results. Why pensions choose Louisbourg:

  • Balanced/multi-asset strategies
  • Liability-driven investing (LDI) strategies
  • Investment policy statement development
  • Thought leadership and industry best practices
  • Diverse investment capabilities




Insurers


Insurers face many complexities in the management of their investment portfolios, from tax considerations to regulatory capital requirements and more. Louisbourg has served both life and property and casualty insurers alike since its inception and makes this wealth of experience available to insurer clients. Why insurers choose Louisbourg:

  • Capital-efficient investing: portfolio construction considering both yield and capital charges
  • Sensitivity modelling for Minimum Capital Test (MCT) and Life Insurance Capital Adequacy Test (LICAT) regulation
  • Tax-efficient investing to optimize after-tax portfolio yields
  • Thought leadership and insurer-focused research
  • Diverse investment capabilities




Family Offices


High net worth and ultra-high net worth individuals and families trust Louisbourg to provide highly refined investment solutions. Why family offices choose Louisbourg:

  • Custom tax-efficient strategies
  • Access to our highly specialized private wealth management team for complex financial and estate planning issues
  • Research and direct access to investment team
  • Diverse investment capabilities





Canadian Equity

Louisbourg Dividend Fund


Investment Objective: The principal investment objectives of the Louisbourg Dividend Fund is to achieve long term capital appreciation, through a combination of capital gains, income, dividends or other return of capital, by principally investing in the equity securities (or equivalent) of Canadian Companies. Normally, the Fund as a whole will be invested in order to achieve an attractive distribution on capital




Louisbourg Canadian Equity Fund


Investment Objective: The principal investment objectives of the Louisbourg Canadian Equity Fund is to achieve long term capital appreciation through a combination of capital gains, income, dividends or other return of capital, by investing principally in equity securities (or equivalent) of issuers listed on a Canadian stock exchange or having substantial Canadian operations.




Louisbourg Canadian Small Cap Equity Fund


Investment Objective: The principal investment objectives of the Louisbourg Canadian Small Cap Fund is to achieve long term capital appreciation through a combination of capital gains, income, dividends or other return of capital, by investing principally in small capitalization equity securities (or equivalent) of issuers listed on a Canadian stock exchange or having substantial Canadian operations (“Canadian Companies”).




Louisbourg Quantitative Canadian Equity Fund


Investment Objective: The principal investment objectives of the Louisbourg Quantitative Canadian Equity Fund is to achieve long term capital appreciation through a combination of capital gains, income, dividends or other return of capital, by investing principally in equity securities (or equivalent) of issuers listed on a Canadian stock exchange or having substantial Canadian operations.





Foreign Equity

Louisbourg US Equity Fund


Investment Objective: The principal investment objectives of the Louisbourg US Equity Fund is to achieve long term capital appreciation through a combination of capital gains, income, dividends or other return of capital, by principally investing in equity securities (or equivalent) of companies listed on a United States stock exchange or having substantial United States operations




Louisbourg International Equity Fund


Investment Objective: The principal investment objective of the Louisbourg International Fund is to achieve long term capital appreciation through investments in equity securities of issuers based in Europe, Australia and the Far East or other international markets.