BCI’s Three-Year Business Plan

BCI’s F2024-2026 Business Plan is focused on partnering with our clients to secure financial futures in a changing world. Created with input from our clients, the plan is built on four strategic ambitions.



Strengthening The Client Value Proposition

As our clients’ trusted advisor, we are committed to continuously improving client engagement and consultation. We aim to further engage with our clients, build trust, and deepen our partnerships so we can address their evolving needs.


Optimizing Risk-Adjusted Returns

We are focused on maximizing value for our clients by generating the highest risk-adjusted net returns possible. We’ll achieve this by capitalizing on our well-constructed, diversified portfolio.


Leveraging Digital Technology

As the pace of change and disruption continues to accelerate across markets and industries, we need to be highly agile to continue navigating both opportunities and challenges on behalf of clients. This agility must be underpinned by data and technology that enables us to be efficient and effective in both our operations and our investment decision-making.


Focusing On Our Talent

Investment management is a knowledge-intensive business, and our people are our most important asset. To continue to drive our competitive advantage and retain specialized skills, we are focused on strengthening our world-class approach to talent. By building greater cross-organizational collaboration leveraging diversity, and fostering inclusion, we can improve our decision making and, ultimately, maximize returns for our clients.

"Guided by our long-term vision, BCI’s Business is evolving to secure our clients’ financial futures."

Our Transformation

From 2014 to 2020, BCI transformed into an active, in-house asset manager. With an increasingly changing investment landscape, our transformation was essential for us to continue meeting our clients’ long-term return requirements.

Our transformation was built around three pillars:

We expanded and diversified our investment strategies. We partnered with our clients to diversify their asset mixes, increased their exposure to private markets, and reduced their reliance on public markets, which are subject to greater volatility.

We internalized asset management through decreasing our dependence on expensive external investment managers and moving away from a primarily passive investment style – this positioned us for greater oversight, alignment of interests, and promoted cost efficiency within the companies we are directly invested in.

We strengthened our base, ensuring we have the people, systems, and processes in place to pivot, adapt, and continue delivering sustainable value for our clients, now, and into the future.

Our Corporate Reports

Corporate Annual

BCI’s Corporate Annual Report provides a look at the investment highlights and corporate activities for fiscal 2023.
Read the 2022-2023 Corporate Annual Report and Corporate Financial Statements.

ESG Annual

BCI’s 2022 ESG Annual Report provides updates and insights into how we capture opportunities and manage risks associated with ESG factors.
Read the ESG Annual Report and Climate-Related Disclosures (TCFD)

on our
Business Plan

BCI’s Three-Year Business Plan sets our strategic ambitions and direction for fiscal 2024-2026.
The plan is prepared with the input of the Board, BCI’s management, and our clients.