Matco Condo Program
Investment Strategy specifically tailored to the needs of Condo Corporation Reserve Funds
The Condo Reserve Fund is a Condo Board's Most Valuable Resource.
The primary function of a condo corporation's reserve fund is to cover the cost of repairs or replacement of capital property, maximizing the utility of the reserve fund to optimize return on investment of their monetary contributions.
Benefits of Specialized Condo Mandate
- Investment Strategy specifically tailored to the needs of Condo Corporation Reserve Funds
- Adheres strictly to the permissible investments as outlined within the Province of Alberta Condominium Property Acts
- Liquidity and flexibility of investments for changing and unanticipated condo requirements
- Delegation of fiduciary investment responsibilities to Matco – takes investment away from Condo board
- Capitalize and take advantage of dynamic markets instead of being locked into GIC’s
- Safety of capital and independent custodian
What You Can Expect
1. Portfolio of Securities
focused on:
-
Safety
-
Accesability
-
Income
2. Annual Investment Review
- Asset mix review
- Holdings review
- Performance review
3. Ongoing support for Condo managers/boards
4. Monthly & quarterly statements
5. Quarterly newsletters
Investment Options
Permissible Investments within the confines/constraints of the Alberta Condominium Property Act.
|
Traditional: |
GICs |
||
|---|---|---|---|
|
Multi-Factor: |
Short-term Bonds |
Universe Bonds |
Equities |
Implementation
