Interview with HSBC
HSBC Global Asset Management (Canada) Limited is part of the well known, worldwide HSBC Group, a key feature Educators Financial Group considered when enlisting the company to manage the Educators Financial Group Mortgage and Income Fund.
“HSBC has the global resources to offer first class expertise for organizations of all sizes,” says Francis Chartier, Head of Institutional Sales at HSBC Global Asset Management (Canada) Limited. “When Educators Financial Group selected us in 2004, they were impressed with our ability to manage today’s funds while being prepared to add broader expertise if desired in the future.”
HSBC’s objective is to create above-benchmark returns over a four-year annualized period. A team approach characterizes HSBC’s style. This avoids reliance on a single “star” investor, allowing flexibility for the fund management process to be replicated by team members as needed. “Our people are organized into groups of qualified professionals who are empowered to adopt investment styles that add the most value,” comments Francis. “This decentralized decision-making model allows for creative development of local strategies rather than relying on global, one-size-fits-all approaches.”
The investment team has access to HSBC’s entire research network for examining investments, which encompasses a multitude of offices spread out over the globe.
