Integra Capital

Integra is a Canadian investment management firm that partners with other leading, world-class investment management organizations from Canada and around the world to provide institutional and individual investors with an exceptional level of investment expertise and client servicing. Established in 1987, the firm is approximately 90% owned by Integra employees. Integra’s business lines include:

Integra Investment Funds
Integra Global Advisors
Integra Alpha Beta Strategies
Integra Private Investment Management

Integra Investment Funds

At Integra, we offer a full array of multi-manager and single-manager investment funds. Many Integra Funds are designed using a multi-dimensional diversification approach where selecting and combining the right mix of asset classes, managers, styles, and cap sizes is crucial. Other Integra Funds are single manager and single mandate specific.

We are constantly searching for new investment management firms from around the world that utilize innovative investment strategies and repeatable investment disciplines. By adding new investment managers, or changing existing investment managers when appropriate, our Integra Investment Funds ‘evolve’ in line with changing global best practices.

Our ongoing oversight of fund managers includes monitoring results, assessing adherence to investment style, and detailed attribution analysis. Style integrity is confirmed on an ongoing basis by meeting with the investment management firms frequently, reviewing their investment strategies and processes regularly, and using technology-based analytic tools to monitor portfolio content, risk, and return attribution. In addition, on-site compliance audits are conducted on a regular basis to ensure their adherence to, and compliance with, regulatory requirements.

For further information, access the Investment Funds home page.

Integra Global Advisors

Integra Global Advisors provides Canadian institutional investors with access to a broad range of specialist strategies offered by the following investment management firms:

• Analytic Investors Inc. – a Los Angeles-based investment firm with specific expertise in quantitative equity and tactical asset allocation strategies, and
• Newton Capital Management LLC. – based in London, U.K., specializing in the active management of global balanced/multi-asset, global bond and global equity portfolios.

For further information, access the Integra Global Advisors home page.

Integra Alpha Beta Strategies

Integra’s Alpha Beta Strategies business line (Integra ABS) provides a diverse array of absolute return strategies driven by a combination of our internal resources and the demonstrated strengths and experience of our international investment partners. These strategies include:

• Liability Driven Investment Solutions – using portable alpha as a means of implementation,
• Pure Alpha Solutions – to enhance portfolio management efficiency,
• Risk Management Solutions – using currency and other hedging strategies.

Strategic solutions are specific to the individual return needs and the degree of risk management required by the institutional investor. These strategies bridge both Beta (policy) and Alpha (strategy) in creating the appropriate solution for the requirements of the institutional investor.

For further information, access the Integra Alpha Beta Strategies home page.

Integra Private Investment Management

Integra Private Investment Management provides to individuals, with greater than $250,000 of investable assets, a comprehensive private investment management service. Through Integra's relationship with many of the world's leading institutional investment management firms, portfolios are constructed to provide a trusted, proven and conservative investment approach. Service is provided through a personal investment relationship with an Integra principal, establishing and working within the goals, requirements and guidelines of each individual client.

For further information, access the Integra Private Investment Management home page.