Holistic, Innovative and Cost Effective Solutions
Investment consulting solutions designed to enhance investment performance and minimize fiduciary risk
ElegantIS Selected as a Top 20 Consultant in Canada in 2024
ElegantIS Selected as a Top 20 Consultant in Canada in 2024 by Benefits and Pensions Monitor
We are honoured to be selected as a Top Consultant in Canada in 2024 by Benefits and Pensions Monitor.
About Elegant Investment Solutions
Our Mission
To leverage our extensive consulting, investment management and legal expertise to provide holistic, innovative and cost effective consulting solutions for investment committees, to:
- Improve decision making
- Enhance the risk and return profile of the portfolio; and
- Control fiduciary risk
Elegant IS Offers a Full Range of Solutions for Institutional Investors
Colin Ripsman has been working with institutional clients, like you, to design and implement prudent investment structures. Elegant IS can assist with all aspects of designing and maintaining your investment structure and portfolio. Additionally, Elegant IS can help you design and structure all aspects of your DC plan. Our services include:
- Development of governance structures
- Investment policy development
- Asset mix review
- Investment manager structure and search
- Recordkeeper and custodian searches
- Fee negotiations
- Ongoing investment and recordkeeping monitoring
- Assessment of ESG practices
- Fiduciary education
Pension Wellness Diagnostic
Our proprietary Pension Wellness Diagnostic undertakes a holistic analysis of all aspects of your governance and plan operations and provides an assessment of gaps or emerging issues within your program and investment portfolio. The Pension Wellness Assessment involves a review of all key aspects of the program and all key plan documents. The assessment includes a report assessing plan operations and identifying gaps. It also includes a meeting with the Investment Committee to review the findings.
The Elegant Investment Solutions Competitive Advantage
Extensive Experience and Expertise
Our President, Colin Ripsman, brings 25 years of experience in all aspects of pension plans and investment, including:
- Working with two investment consulting firms, consulting to a broad range of plans of all sizes
- Working with two investment management firms, evaluating internal investment funds and designing investment funds for the market
- Experience with DB plans, DC plans, and not for profit portfolios
- Unparalleled experience with DC plans, including: plan design, assessment of recordkeeping platforms and the design and launch of an innovative Target Date Fund
Strong Legal and Governance Expertise
Colin Ripsman, has a law degree and extensive governance expertise, that can be used to review and negotiate documents and design and implement prudent and effective governance solutions.
Conflict Free Consulting
- Elegant IS does not manage money or offer OCIO services that can create a conflict of interest with traditional consulting solutions
- All Elegant IS revenues are generated from consulting assignments
- Our sole revenue source is consulting
Lower Cost
Elegant IS operates with lower overhead than many of the larger investment consulting firms. We pass these lower costs on to our clients, in the form of lower billable rates and lower project fees.
Fixed fee quotes are available in advance for most projects to allow for easier budgeting and better cost management