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Bill Maclean  FCSI, CIMA

Principal

Experience

Bill has more than 39 years of investment experience. He specializes in the development of investment policies, asset allocation modeling, asset / liability studies, manager review, searches and selection, performance measurement, analysis and attribution, plan governance and trustee /custodian search and selection. His responsibilities include providing advice to institutional clients with respect to their investment, endowment, insurance and retirement funds.

He has held senior executive and portfolio manager positions with a variety of high profile firms such as Confed Investment Counseling Limited and IBM Canada, Nikko Securities of Canada Limited and as a Partner in an international consulting firm.

He presents regularly on investment related subjects including the following:

  • IQPC Pension Investment and Governance Conference 2003 "Asset Allocation and Risk on Your Pension Plan"
  • International Foundation 2004 – Ottawa Legislative Update "Income Trusts – Pros and Cons"
  • Federated Press 2005 "Developing and Managing A Liability – Based Approach to Asset Allocation"
  • Canadian Investment Institute 2007 "Investment Fundamentals on Alternative Investments"
  • International Foundation 2008 "Currency Hedging – Cost or Benefits?"
  • Canadian University of Business Officers 2009 "Risk Management"
  • Family Office & Endowment Investment Forum 2015 "Asset Allocation"
  • Pension Investment Association of Canada "PIAC" 2019
  • Presented on Outsourced Chief Investment Officer "OCIO"

Bill has had a number of articles published, including:

  • Benefits Canada 2003 "The Ins and Outs of Income Trusts".
  • Canada Treasurer 2004 "Assessing Alternative Assets"
  • White Paper Aon Hewitt 2015 "ACWI vs. MSCI World"

Qualifications & Education

Bill is a Fellow of the Canadian Securities Institute (FCSI) and a Certified Investment Management Analyst (CIMA). He has also completed the following:

  • Canadian Securities Course
  • RR Exam
  • Canadian Options Exam
  • Canadian Futures Exam
  • Investment Dealers Association Partners and Directors Course

He holds a Bachelor of Arts Degree (Economics / History) from the University of Western Ontario.