Financial Services
Queen's UniversityInvestment Services
Location |
Phone / Fax |
Hours |
|---|---|---|
|
Richardson Hall, Suite 151 |
Phone: (613) 533-6656 |
Monday - Friday 8:30 am - 4:30 pm |
Responsibilities
The Department of Investment Services is the University's contact with various investment managers who manage the assets of:
- the Queen's Pension Plan (QPP)
- the University's Pooled Endowment Fund (PEF)
- the Pooled Investment Fund (PIF)
At September 30, 2011, total assets under management amounted to approximately $2.0 billion:
- market values were $1,269 million (QPP)
- $566 million (PEF)
- and $151 million (PIF)
The responsibilities of the Department of Investment Services include:
- monitoring managers to ensure they follow investment guidelines;
- measuring investment performance against objectives; and
- recommending changes in manager structure when appropriate.
Staff
|
Name |
Title | Ext (613-533-6000) | |
|
Bill Forbes |
Special Advisor (Investments) | x32538 | bill.forbes@queensu.ca |
|
Gord Lee |
Director | x33262 | gord.lee@queensu.ca |
|
Brian O'Neill |
Associate Director | x33034 | |
|
Moira Sickling |
Administrative Assistant | x36656 |
Investment Managers
Pooled Endowment Fund
| Canadian Equities |
Burgundy Asset Management
Jarislowsky Fraser |
| Global Equities | State Street Global Markets |
|
Small-Cap Equity (US) |
Fisher Investments |
| Fixed Income |
Beutel Goodman
PIMCO Brandes |
| Private Equity | Commonfund Capital Northleaf Capital Partners Park Street Capital Hamilton Lane Kensington Capital Partners |
| Hedge Fund of Funds | Private Advisors |
Pooled Investment Fund
| Canadian Equities |
Burgundy Asset Management
Jarislowsky Fraser |
| Global Equities | State Street Global Markets |
|
Fixed Income |
Pension Plan
Queen's Pension Plan (202 KB)