About us

Experienced in the management of risk-controlled active strategies using state-of-the-art investment management tools and techniques.


What's New:

More Educational Content coming soon

demoMore educational content to come. Sujects include double taxation of bonds and corporate governance.

April 19, 2012: Death of a great investment counselor, Carl H. Otto

Updated: April 20, 2012

Team Bio:

personel bio pic

Dominic Clermont:

Dominic Clermont has expertise in Optimal Risk Budgeting which seeks to maximize expected return for any targeted risk budget. He has more than 25 years of experience developing and managing both in-house risk-controlled active investment strategies in various markets and a fund of externally managed risk-controlled funds. He has a strong experience at managing equities (Canadian, US, global, emerging markets, and industry strategies) and hedge funds (long-short equity market neutral). He has also managed and/or supervised risk-controlled active fixed income portfolios, TAA and currency hedging.

Dominic held senior positions for two of the largest investment management organizations in Canada where he initiated and built risk-controlled active investment groups managing Billion dollar portfolios in various risk-controlled active strategies, both traditional long only and long-short.

Dominic has a Bachelor degree in Actuarial Science from Laval University and an MBA (Finance) from McGill University. He is an Associate of the Society of Actuaries (ASA) and a CFA Charterholder.

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Dominic will soon be joining a global investment organization where he will assist investment managers in achieving a more optimal use of their risk budget – i.e. more returns per unit of risk.

Because of this new responsibility, this web site will not be regularly monitored. Because of the very positive feedback received, the educational content of the website will remain active.


State of the Art Investment Management