Informational Brochures
As a firm that prides itself on the depth of its research, we appreciate the desire to learn more. Available here are a number of brochures about McLean Budden and the services we provide. For more information, or for answers to any questions, please give us a call.
First Nations Investment Services
Services to First Nations communities include attendance at and support of community events, providing educational workshops, and presentations at community meetings. McLean Budden currently has 7 First Nations clients with over $250 million in investment assets.
Investment Management for Foundations & Endowments
McLean Budden personnel have extensive experience working closely with foundations and endowments in matters related to their investments – approximately 100 non-profit clients have entrusted us with management of over $1.5 billion in investment assets.
MB LifePlan™ Target Retirement Date Funds
MB LifePlan™ Target Retirement Date Funds – a series of ten pooled funds designed by McLean Budden for the individual investor – and intended to meet the unique challenges of retirement planning.
Socially Responsible Investing
The MB Select Funds employ social and environmental screens.
McLean Budden manages a variety of Canadian, U.S., international and global equity funds, balanced funds and fixed income funds. Each fund is managed by a team of our portfolio managers and modeled after our institutional pooled fund offerings.
McLean Budden has been managing investment portfolios for individuals and families since 1947. More importantly, families have entrusted their assets with McLean Budden from one generation to the next.
Separately Managed Accounts (SMAs)
For over 15 years, McLean Budden has offered Separately Managed Accounts (SMAs), enabling advisors increased customization of portfolios for their individual investors. Unlike mutual funds, our SMAs extend control over the individual securities within a portfolio.
Among the many diverse investment strategies developed at McLean Budden, Liability Driven Investing (LDI) is an approach to managing pension fund surpluses/deficits. LDI differs from the traditional approach by taking into account both the assets and liabilities of a pension fund. LDI can reduce the volatility in cash contributions and/or financial statements generated from a plan sponsor’s defined benefit pension plan.
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Contact Us
For all general inquiries, please contact us any time at
+1 416 862 9800
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