In wealth management, pools are a powerful way to deliver operational efficiencies and improved client outcomes. By aggregating capital across multiple investors, pools allow firms to:Access high institutional minimums normally out of reach for individual investors.

Provide mutual fund trust units that are eligible for registered accounts, broadening the range of investment options.

Offer underlying exposure to sophisticated strategies and institutional-grade managers.

Deliver monthly liquidity, balancing access to funds with long-term investment discipline and illiquid exposure like private equity and real estate.

This structure creates efficiencies for advisors and clients alike, simplifying administration, improving access, and aligning with regulatory requirements while maintaining transparency.

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