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Prudent Investor Update, March 6, 2019

ONE Investment Welcomes Portfolio Manager

ONE Investment is pleased to introduce Keith Taylor as our Portfolio Manager. This role is part of the expanded investment services that ONE can now provide to municipalities, helping them with the fundamentals needed to invest better for the future.  

“Keith brings  a significant advantage in being able to bridge the world of Bay Street to the realities of Main Street,” said Judy Dezell, Director AMO Enterprise Centre, Business Partnerships and LAS. “With this role in-house, we’ll be able to apply and translate investment expertise to better meet the needs of our municipal investors.”

Keith is a CFA Charterholder who has worked for 20 years in investment management. His depth of experience spans international markets and includes specialized knowledge of a range of investments, from Canadian and US equities to Asian fixed income products. Formerly Director at BMO Global Asset Management, Keith worked closely with the asset allocation team, playing a key role launching and managing multi-asset investment programs.

“After working in the investment sector for two decades, I feel really good about joining ONE Investment and using that expertise to help municipal governments build better, stronger communities,” Keith said.

The Portfolio Manager will support municipalities under the prudent investor standard to develop robust investment policy statements (IPS)  and then provide guidance on how to invest according to their IPS. He will work with municipalities as well as ONE’s Joint Investment Board, once it is established.
ONE is also exploring options to provide similar support to Legal List investors in a way that is as easy and affordable as possible.

“Keith’s diverse knowledge of a variety of investments and expertise will be a real benefit for ONE,”  said Donna Herridge, Executive Director of the Municipal Financial Officers Association (MFOA). “Proper investment planning is critical for municipalities to meet growing demand for services and finance capital projects.”

Keith’s extensive experience with asset allocation will be a key strength in both the development of the IPS and the ongoing management of municipal investment portfolios.

ONE Investments was formed by two key municipal associations, MFOA and AMO, through its services arm, Local Authority Services (LAS). It has a 25-year track record of meeting the investing needs of Ontario’s municipal community. ONE was incorporated as a not-for-profit organization in 2018,  a change that allows it to broaden investment options and offer formal investment advice to municipalities.