How Scotiabank manages your investments

The world of global finance is complex, but every investment decision Scotiabank’s experts make is based on one simple question: How can we deliver the strongest possible growth to our investors while protecting them from risk?

We keep our customers at the heart of the process

We work closely with each investor to help you:

  • Select a customized portfolio that fits your circumstances and objectives
  • Set up convenient ways for you to contribute to your portfolio
  • Monitor the growth of your investments to ensure you remain on track
  • Adjust your asset mix as your needs—and the markets—evolve

We scan the globe for opportunities, then test them rigorously

The success of Scotiabank’s investment management team comes from a consistent and disciplined approach to evaluating and selecting investment opportunities. We strike a balance between two key strategic activities: identification and evaluation.

We assess the markets worldwide looking for exciting investment opportunities that will deliver strong returns to our clients. Scotiabank’s experts analyze and identify which industries, sectors, regions, or specific countries are expected to have the strongest prospects in the short-, mid-, and long-term. We then investigate and evaluate specific investment opportunities.

Our investment analysts are supported by our senior economists, who constantly monitor the big picture— from the macro-economic fundamentals to the more specific technical indicators —to ensure that the decisions we make on our clients’ behalf are based on the best evidence and the most expert interpretation of the available data.

We offer our investors a range of products, from higher-risk, higher-growth funds to rock-solid, conservative-growth ones. Across this spectrum, every asset we offer has been rigorously tested to ensure that it strikes the right balance between earnings and risk.

We build a menu of products that lets us craft the right portfolio each investor

Our diverse team of economists and financial analysts works in top global financial centres and in the world’s most dynamic emerging markets. Together they evaluate and select promising cash investments, fixed-income investments, and stocks—and package these into mutual funds capable of meeting the diverse financial objectives of our clients worldwide.

Want to know more?

We would be glad to discuss in greater detail how we have delivered strong growth to our millions of clients, while also earning a reputation as one of the world’s safest banks. If you would like to know more, please contact us about a face-to-face conversation.