Whether it’s for a $3 billion pension plan or a $20 million trust fund, PBI prides itself in developing investment strategies that focus on helping clients in meeting their fiduciary responsibilities and their promises to the beneficiaries. This approach has made PBI an innovative leader in asset-liability risk management. Our expertise has allowed our clients to experience greater long-term funding stability than most plans in Canada. We are well regarded in the industry as one of the pioneers of developing and implementing yield-enhancing risk-managed investment strategies.

PBI believes in good governance and responsible investing. Since 2012, PBI has been a signatory of the Principles for Responsible Investment (PRI). The PRI were devised by the investment community in a process that was coordinated by the United Nations Environment Programme Finance Initiative and the UN Global Compact. They reflect the view that environmental, social and corporate governance issues can affect the performance of investment portfolios and therefore must be given appropriate consideration by the investment industry.