![Rod Balkwill](data:image/svg+xml,<svg xmlns="http://www.w3.org/2000/svg" width="16" height="16" fill="%231b1b1b" class="bi bi-person-fill" viewBox="0 0 16 16"><path d="M3 14s-1 0-1-1 1-4 6-4 6 3 6 4-1 1-1 1zm5-6a3 3 0 1 0 0-6 3 3 0 0 0 0 6"/></svg>)
Profil
Mr. Balkwill started his career at Greystone in 2004 and he has industry experience that includes VP Fixed Income at Co-operators Investment Counselling Ltd. and previous positions within Co-operators & Co-operators Life.
Mr. Balkwill holds a B.Admin from University of Regina and he is a Certified Management Accountant as well as a Chartered Financial Analyst.
Anciens postes connus de Rod Balkwill
| Sociétés | Poste | Fin |
|---|---|---|
Co-Operators Investment Counselling Ltd.
 Co-Operators Investment Counselling Ltd. Investment ManagersFinance CIC offers a variety of investment products, including Canadian and U.S. equities and fixed-income for balanced and specialist mandates. Specialist mandates include expertise in socially responsible investing, Canadian equities, U.S. equities, and fixed-income, such as interest rate anticipation, interest rate plus, high yield, short-term, long-term and duration constrained bonds. The firm's equity portfolios are actively managed. Top-down sector emphasis is applied to construct Canadian equity portfolios. The equity team formulates a portfolio strategy based on the themes and sectors that benefit from the forecast environment. Within these sectors, value and growth companies, with a bias to value, are selected. Excellent company management, product momentum, a strong balance sheet and a stock price that has not yet discounted the company's potential are all characteristics of their Canadian equity portfolios. CIC's active fixed-income style applies multiple investment strategies to the management of bonds. Based on economic and market forecasts derived from our top-down approach, the fixed-income team employs a range of investment strategies, such as interest rate anticipation, yield curve management, trading among sectors, individual security selection and credit analysis to moderate risk and enhance portfolio returns. The firm uses a team approach to investment management. Portfolio managers, specialized by asset class, operate from the same investment outlook and participate in the asset mix decision. | Portfolio Manager-Fixed Income | 31/05/2004 |
University of Regina
 University of Regina Other Consumer ServicesConsumer Services Functions as a College/University | Corporate Officer/Principal | 22/03/2011 |
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
12
Relations au 1er degré
2
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 2 |
|---|---|
University of Regina
University of Regina Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Co-Operators Investment Counselling Ltd.
Co-Operators Investment Counselling Ltd. Investment ManagersFinance CIC offers a variety of investment products, including Canadian and U.S. equities and fixed-income for balanced and specialist mandates. Specialist mandates include expertise in socially responsible investing, Canadian equities, U.S. equities, and fixed-income, such as interest rate anticipation, interest rate plus, high yield, short-term, long-term and duration constrained bonds. The firm's equity portfolios are actively managed. Top-down sector emphasis is applied to construct Canadian equity portfolios. The equity team formulates a portfolio strategy based on the themes and sectors that benefit from the forecast environment. Within these sectors, value and growth companies, with a bias to value, are selected. Excellent company management, product momentum, a strong balance sheet and a stock price that has not yet discounted the company's potential are all characteristics of their Canadian equity portfolios. CIC's active fixed-income style applies multiple investment strategies to the management of bonds. Based on economic and market forecasts derived from our top-down approach, the fixed-income team employs a range of investment strategies, such as interest rate anticipation, yield curve management, trading among sectors, individual security selection and credit analysis to moderate risk and enhance portfolio returns. The firm uses a team approach to investment management. Portfolio managers, specialized by asset class, operate from the same investment outlook and participate in the asset mix decision. | Finance |
