Watermark Private Portfolios - WPP
The Watermark Private Portfolio Program is a Unified Managed Account using a multi-strategy, total portfolio solution consisting of stocks, bonds, ETFs, and managed investments all in one account. The benefits of utilizing the Watermark Private Portfolios are extensive.
Diversified Investment Style – Ability to delegate the investment process to pools managed by multiple portfolio managers all consolidated in one account.
Access to Alternative Investments – Access to investments generally available exclusively to accredited individuals regardless of your investor status. Examples include private lending pools, real estate pools, etc.
World-Class Reporting – Comprehensive investment report which includes market commentaries, investment performance, performance attribution, portfolio activity with activity rationale.
Householding – Simplify your portfolio reporting by including all family accounts as well as corporations, trusts, etc. into one quarterly report.
Fees – Management fees in non-registered accounts are tax-deductible.
Watermark Private Portfolios are exclusively available to Harbourfront clients and include investment pools managed by multiple world class portfolio managers. Through the private portfolio program, clients will also gain access to two alternative investment pools available only to Harbourfront clients. Private debt and real estate pools have generally only been available to pension and endowment funds. Institutional investors have long recognized the importance of diversification by including alternative investments in their portfolios. The Canada Pension Plan has increased its alternative investments weighting from 4% in 2005 to over 50% in 20181; super endowment funds such as Harvard’s and Yale’s, hold close to 50% of their assets in alternative investments2.
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