ALLIANCEBERNSTEIN
AllianceBernstein (AB) is one of the largest global investment-management firms in the world, with $785 billion in assets under management as of March 31, 2025.
Whether you’re a global institution, financial advisor or high-net-worth individual, we’re committed to being your most valued partner. We foster a diverse, connected, collaborative culture that encourages intellectual curiosity and differentiated insights. We embrace innovation to address increasingly complex investing challenges. And we pursue responsibility at all levels of the firm—from how we work to the solutions we design for clients. At AB, we’re fully invested in delivering better outcomes.
Diverse Needs…Diverse Solutions
We work closely with clients to define and achieve their financial goals. As markets and needs evolve, we provide global perspective, independent research and investment discipline. Every client, everywhere, can benefit from access to our firm’s full resources. Today, our investment strategies span all markets and asset classes—creating a diverse and strategic balance of global services.
• Fixed Income: We bring together innovative research and forward-looking perspective across our suite of global, regional, multi-sector and single- sector fixed-income services to solve our clients’ most complex and unique investment challenges.
• Equities: Driven by distinctive research insights, we provide a comprehensive suite of equity strategies across geographies, capitalization ranges and investment styles—each focused on achieving outcomes that matter to our clients.
• Multi-Asset: We solve, collectively, to deliver modern outcomes through a full range of integrated, dynamic multi-asset solutions tailored to each client’s objectives—whether they’re simple or complex.
• Alternatives: Bringing together independent agility and institutional strength, we provide nontraditional investments and strategies to help diversify portfolios with new sources of risk and return.
LEARN MORE:
Website: Alliancebernstein.com
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MFS INVESTMENT MANAGEMENT
Founded in 1924, MFS Investment Management serves investors all across the globe through offices in nine major financial centres – Boston, Hong Kong, London, São Paulo, Singapore, Sydney, Tokyo and Toronto. What sets MFS apart from other managers is that we have aligned our active investment approach and how we serve clients with a sole purpose: to create long-term value responsibly. Through that sense of responsibility and the strength of our investment platform, we strive to protect our investors' assets and our clients' reputations.
Our powerful investment approach combines collective expertise, thoughtful risk management and long-term discipline to uncover investment opportunities that drive value for investors. We support this approach with our distinct culture of shared values and collaboration. That means bringing together teams of diverse thinkers to actively debate ideas, assess material risks and uncover what we believe are the best investment opportunities in the market.
MFS offers an array of institutional strategies and vehicles including separate accounts and pooled funds. Our client base includes defined benefit and defined contribution/capital accumulation plans, endowments and foundations and sub-advisory relationships. MFS' experienced defined contribution specialists understand the challenges posed by shifts in the capital markets and regulatory changes. We are committed to helping clients meet these challenges by providing long term focused investment strategies, flexible investment vehicles and perspectives on the retirement and financial markets.
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Additional resources:
MFS® Active Fixed Income: Pursuing Consistent Through-Cycle Alpha
Playing a Bigger Game | Carol Geremia, MFS President
Expanding Horizons: The Case for Global Bonds in Liability-Driven Investing
PH&N INSTITUTIONAL
PH&N Institutional is among Canada’s most established institutional asset managers, with a long-standing focus on distinctive active management and high-quality service. Founded in 1964, we manage approximately $144 billion in assets (as of December 31, 2024) on behalf of governments, corporations, unions, not-for-profit organizations, family offices and Aboriginal communities throughout Canada. As the institutional business division within RBC Global Asset Management (RBC GAM) in Canada, we deliver solutions that combine PH&N Institutional’s client-centred portfolio and asset mix expertise with RBC GAM’s global investment capabilities in all major asset classes, including domestic and international fixed income and equities, as well as custom, specialty and alternative investment strategies.
Whatever your interest – investment management, comprehensive portfolio solution, or delegated services – please call to discuss the breadth and depth of our abilities.
LEARN MORE:
Website: institutional.phn.com
LinkedIn: phn-institutional
CONTACT INFORMATION:
John Skeans, CFA
Managing Director & Institutional Portfolio Manager
Email: institutions@phn.com
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RUSSELL INVESTMENTS
Russell Investments Canada Limited provides Canadian pension plans, endowments and foundations with capital market insights, manager research, portfolio construction and implementation services. With 40 years’ experience in Canada, we understand the pressures Canadian institutional investors face and can provide customized solutions for transition management, overlay services and currency management as well as investment outsourcing (OCIO).
Globally, we've worked with many of the world’s leading institutions providing everything from complete investment and implementation services to specific solutions that work alongside your own in-house capabilities.
Building on an 89-year legacy of continuous innovation to deliver exceptional value to clients, Russell Investments works every day to improve the financial security of its clients. The firm has $477 billion in assets under management1 for clients in 30 countries. As a consultant to some of the world’s largest pools of capital, Russell Investments has $1.3 trillion in assets under advice, assets traded around $3 trillion and managed 105 transition events in 2024 through its Customized Portfolio Solutions team.2 Headquartered in Seattle, Washington, Russell Investments has offices in 17 cities around the world, including in Toronto, New York, London, Tokyo and Shanghai.
LEARN MORE:
Website: www.russellinvestments.com
LinkedIn: russell-investments
CONTACT INFORMATION:
Chris Wright
Director, Institutional Sales
Phone Number: 1-416-640-2482
Email: cwright@russellinvestments.com
Figures represented in CAD. 1. As of 12/31/2024 2. As of 12/31/2023
Russell Investments is the operating name of a group of companies under common management, including Russell Investments Canada Limited.
Russell Investments is the operating name of a group of companies under common management, including Russell Investments Canada Limited. Russell Investments' ownership is composed of a majority stake held by funds managed by TA Associates Management, L.P., with a significant minority stake held by funds managed by Reverence Capital Partners, L.P. Certain of Russell Investments' employees and Hamilton Lane Advisors, LLC also hold minority, non-controlling, ownership stakes.
Frank Russell Company is the owner of the Russell trademarks contained in this material and all trademark rights related to the Russell trademarks, which the members of the Russell Investments group of companies are permitted to use under license from Frank Russell Company. The members of the Russell Investments group of companies are not affiliated in any manner with Frank Russell Company or any entity operating under the “FTSE RUSSELL” brand.
Copyright © Russell Investments Canada Limited 2025. All rights reserved.
T.ROWE PRICE
T. Rowe Price is an asset management firm focused on delivering global investment management excellence and retirement services that investors can rely on—now, and over the long term. We provide an array of separate account management and related services for institutions and accredited investors. Our intellectual rigor helps us seek the best ideas for our clients, our integrity ensures that we always put their interests first, and our stability lets us stay focused on their goals as we pursue better investment outcomes.
As of as of March 31, 2025, T. Rowe Price has CAD $ 2,253.9 billion1 in assets under management and serves clients in 55 countries worldwide.
1Firmwide AUM includes assets managed by T. Rowe Price Associates, Inc. and its investment advisory affiliates. Assets under management are calculated in U.S. dollars and converted to Canadian dollars using an exchange rate determined by an independent third party.
CONTACT INFORMATION:
Lauren Bloom, Head of Canada Distribution
Lauren.Bloom@troweprice.com
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