Sofia S. Assaf, Cfa, Frm Email & Phone Number

Toronto, Ontario, Canada

Toronto, Ontario, Canada

Head of Client Relationship Management (CRM) team at IMCO, primarily responsiblefor establishing and maintaining strong partnerships with institutional clients. Strategic lead for our clients, ensuring pro-active engagement, timely and meaningful reporting and research, and accountable for triaging inquiries and managing communications with institutional clients. As Head of CRM, responsibilities also include working closely with our investment, risk, operations and finance teams to ensure clients receive timely and insightful updates of key developments that impact portfolios.

Greater Toronto Area, Canada

Toronto, Canada Area

Director of Client Consulting for Mercer’s Investments business in Canada and based in the Toronto office. Member of the Canadian Investments Leadership Team.As a senior consultant within the Investments business, Sofia partners with large institutional clients (in particular, DB pension plan sponsors) on various aspects of the investment advisory services including: investment strategy and policy formulation, strategic asset allocation, investment structure, performance monitoring and evaluation, and investment manager search and selection.Sofia seeks to maintain marketplace visibility through public speaking engagements and active participation in professional societies. She is also a faculty member in the School of Pension Investment Management, a pension fiduciary education course jointly sponsored by Mercer Investments and the Schulich School of Business.

Toronto, Canada Area

Consult to pension, foundation, endowment and taxable corporate clients on various aspects of investment advisory services including: pension governance, investment strategy and policy formulation, portfolio construction, risk budgeting, manager structure, performance monitoring and evaluation, and investment manager search and selection. Member of the Canadian real estate research ratings review committee.

Research analyst on the trading floor in the Market Analysis & Oversight Group within the Financial Markets Department.Monitored and reporting performance and trends within global equity, fixed income and currency markets, and prepared daily and weekly commentaries for Department management and the Bank of Canada's Governing Committees.