Timeline - Brockhouse Cooper

History

Brockhouse Cooper Timeline

Year	Milestone
1968/69	The origins of the company date back to this time, when co-founders J. Edward Brockhouse and Richard L. Cooper came together in Montreal, Quebec, Canada to launch and develop what is now known as Brockhouse & Cooper Inc.
1970s	Throughout the decade, the founders introduced UK-based asset managers to Canadian banks, insurance companies and some larger pension plans. At the same time, the company was increasing its trading activity into the various Asian markets, leading to the eventual opening of a Hong Kong office.
1987	Co-founder Ralph Loader joined the firm as partner and began the transformation of the introduction service of the previous two decades into a full-fledged investment management firm search service focused on international equity searches. Ralph, now retired from the firm, was responsible for the management and direction of the Research and Consulting Division.
1994	Brockhouse Cooper distinguished itself as one of the first consulting firms in Canada to develop a comprehensive database capturing qualitative and quantitative information on an ever-increasing number of international investment management firms and their activities across a wide variety of geographical mandates.
1995	The company established its U.S. presence with the launch of Brockhouse & Cooper International Inc., a wholly-owned subsidiary of Brockhouse & Cooper Inc., located in Boston, Massachusetts.
1996	Brockhouse Cooper expanded into South Africa. A few years later, Brockhouse Cooper SA (Pty) Ltd was founded. Today, with offices in Cape Town and Johannesburg, the South African affiliate provides investment consulting services, transition management and trading services. Brockhouse Cooper SA (Pty) Ltd is a member of the Johannesburg Stock Exchange.
1996	The firm began offering comprehensive transition management services to clients. In recent years, this service has flourished and is currently top-rated for pre-trade, post-trade, organization, support and execution by institutional clients and investment managers.
2003	Brockhouse Cooper extended its reach to Japan, working cooperatively with HC Asset Management, a financial services firm based in Tokyo.
2004	The company introduced manager monitoring services.
2005	The company challenged the status quo and went live as the first-ever, remote, Canadian-based member of the London Stock Exchange. Click here to download the case study prepared by the London Stock Exchange (PDF)
2006	Brockhouse Cooper expanded its service offering with the introduction of Brockhouse Cooper Asset Management Inc., an open-architecture manager of managers. BCAM employs segregated and multi-manager asset class pooled funds to create tailored investment solutions suitable for the small- to mid-sized institutional and high-net-worth investment communities.
2007	The firm established a business relationship with Barnett Waddingham, a UK-based actuarial and consulting firm.
2008	Brockhouse Cooper reached an agreement with Canterbury Park Private Equity which increased employees' ownership stake and provided additional strategic and capital resources to the company.
2009	The firm’s centralized, 24-hour trading desk was recognized for its ability to achieve best price for clients, with a top-10 ranking on both volume weighted average price (VWAP) and arrival price. Elkins McSherry conducted the survey which was published in Institutional Investor. Click here to download the Institutional Investor survey (PDF)
2009	PLANSPONSOR’s 2009 Transition Management Survey gave Brockhouse Cooper’s transition management services top ranking in the pre-trade, post-trade, execution, organization and support categories. The magazine’s survey supported client feedback, which found that institutional clients and investment managers rate Brockhouse Cooper well above the industry average. Click here to download the PLANSPONSOR survey (PDF)
2010	Brockhouse Cooper became a wholly-owned subsidiary of Pavilion Investment House (now Pavilion Financial Corporation), with management and employees increasing their investment in the firm. In addition to Brockhouse Cooper, Pavilion's other subsidiaries include Canterbury Park (private equity), Harrow Partners Ltd. (now Pavilion Asset Management Ltd.) Pavilion Investment House UK LLP, and Pavilion Investment House Israel.
2010	In an analysis of global trading costs from approximately 200 brokers worldwide, Elkins McSherry ranked Brockhouse Cooper on arrival price at No. 2 in U.S. trading and No. 3 in global trading. The firm also ranked in the top 10 among global traders on volume weighted average price (VWAP). Click here to see the Institutional Investor article (PDF)
2011	Brockhouse Cooper Asset Management became a division of Pavilion Asset Management Ltd, offing multi-manager strategies, risk management overlay, hedge fund replication and temporary asset management for sophisticated institutional investors.