Three Questions with David Morhart

How has your department contributed to the growth of BCI’s global footprint?

Our teams are responsible for engaging with our clients, government, the media, the public, and other stakeholders. As our presence has grown, so has interest in BCI from around the world. This requires our teams to think about stakeholders on a global level. This includes work that began during BCI’s transformation to deepen the ways we communicate with our clients, ensuring they have the knowledge and information necessary to confidently oversee sophisticated – and increasingly global – investments and strategies.

As BCI has evolved, how has client reporting changed?

It is imperative that we share timely and relevant information that allows clients to understand how their investments are performing and how risks and opportunities are being managed. Over the years, BCI’s reporting has expanded in complexity and volume, and there are now opportunities to consolidate information, reduce the volume of materials, and improve overall presentation and clarity for clients. In 2021, we initiated our Client Reporting project to streamline and improve BCI’s reporting capabilities. We brought together a multi-functional team that included experts in reporting best practices, and we reached out to clients to learn about changes that would make their fiduciary oversight easier. This feedback has been incorporated into the design of a new quarterly report that will replace at least six existing client reports.

How does BCI maintain engagement with clients and build their knowledge of investments?

All our clients have dedicated relationship managers who are experienced investment professionals. They facilitate the flow of information between our colleagues and clients to ensure clients are fully supported. To supplement this, BCI launched The Exchange, our client portal, two years ago. The portal is accessible 24/7 on a self-serve basis using best-in-class security features, and provides clients with information about their investments, including reports and meeting materials, news and announcements, investment management insights, and thought leadership articles. Our teams also provide clients the opportunity to learn more about investment-related topics through our client education program. This series of year-round events is designed to meet clients’ learning and information needs, including an annual investment literacy workshop, quarterly market update webcasts, conferences, videos on a wide range of investment topics, and site visits to our portfolio companies.

Read about BCI’s clients https://uberflip.bci.ca/i/1474107-bci-f2022-corporate-annual-report/15