Institutional Services

Innovative solutions for the most complex needs

We offer a comprehensive range of services under one roof to meet the needs of organizations. Our independence ensures objective management, fully aligned with your fiduciary obligations and objectives.

Asset Management

We manage a variety of tailored institutional mandates for pension funds, foundations, and other organizations, in accordance with each client’s objectives, regulatory constraints, and investment policy.

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Investment Philosophy

Strong convictions shape our investment culture, whose constant focus is the protection of capital. Our approach is based on rigorous fundamental analysis, a long-term investment horizon, and active risk management.

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Every decision is the result of a collaborative process among our specialists, who work to integrate ESG criteria into their portfolio construction where applicable.

Solutions to Optimize the Risk-Return Profile

In addition to traditional fixed-income and equity investment strategies, our institutional clients have exclusive access to several alternative solutions.

Discover how our approach adapts to your reality.

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Trust Services

Eterna Trust offers a comprehensive range of trust, depositary, and custodial services. We operate independently and impartially, with the capacity to handle mandates of any complexity in specialized markets. Customized solutions are available upon request.

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Trustee

We act as trustee for a diverse clientele: foundation administration, supervision of investment funds established as trusts, management of warranty programs, and any other mandate requiring an administrator of property of others.

Custodian

We provide the safekeeping of assets by an impartial third party. A common use case is the custody of source code for critical software on behalf of licensees, ensuring continuity of operations in the event of the owner’s closure or insolvency.

Depositary

We act as escrow agent in transactions requiring the retention of funds: sale price adjustments, indemnification, or consignment in the context of litigation. We hold the assets pending the occurrence of contractually predefined events or specific instructions.

Registered Plans

We act as trustee for institutions wishing to offer their own registered plans to their clients (RRSPs, RESPs, RDSPs, and others). This solution allows you to expand your service offering without assuming the associated fiduciary responsibilities.

Administrative Services

For organizations seeking a partner independent of large financial institutions, we offer administrative services tailored to specific mandates: support for day-to-day management of investment funds, establishment and operation of trust accounts (including in the context of requirements under the Consumer Protection Act for extended warranty contracts), and any other customized solution according to your needs.