Ste. 4440, 161 Bay St., Toronto, M5J 2S1
The foundations for our core investment beliefs for all investment capabilities are:
• Active investing can generate robust long-term performance;
• A team-based ethos is central;
• ESG embedded within the investment approach; and
• Managers should leverage their expertise across investment capabilities.
27th floor, 161 Bay St., Brookfield Place, Toronto, M5J 2S1
AB is one of the largest global investment managers in the world, with $738 billion in AUM. We provide forward-looking perspectives, independent research and investment discipline across all asset classes, leveraging our extensive global footprint. We are fully invested in delivering better outcomes.
Ste. 2201, 120 Adelaide St. W., Toronto, M5M 1Z7
Amundi, among the top 10 global players, manages more than $2.5 trillion in AUM and offers its clients a complete range of investment solutions. With its research capabilities and a long-standing commitment to responsible investment, Amundi is a key player in the asset management landscape.
Ste. 4900, 100 King St. W.,Toronto, M5X 2A1
Aviva Investors is a global asset manager with integrated expertise across all major asset classes. This, combined with our insurance heritage and investment capabilities, uniquely positions us to deliver the outcomes that matter most to today’s investor.
Ste. 1900, 130 King St. W., Toronto, M5X 1E3
Baillie Gifford is a long-term, active growth manager. We think in terms of years and decades and believe we must be different than the index to outperform. We seek to invest in successful growing businesses that enjoy sustainable competitive advantages.
Ste. 1200, 123 Front St. W., Toronto, M5J 2M2
Black Creek builds unconstrained, highconviction portfolios of 25 to 35 global stocks. We think like long-term business owners. Once we identify companies that meet our criteria, we acquire them only when we believe we have a differentiated view of the future of the business from the market.
Ste. 2500, 161 Bay St, Toronto, M5J 2S1
Our goal is simple — we want to help more and more people experience financial well-being. Our team of 100-plus employees in Canada are committed to serving Canadians through a full range of investment and technology solutions for institutions, financial professionals and individuals.
Ste. 601, One York St., Toronto, M5J 0B6
BNY Mellon Investment Management is a leading investment manager with $2.3 trillion in AUM. The firm brings to clients specialized expertise from eight investment managers offering solutions across every major asset class, backed by the strength, stability and global presence of BNY Mellon.
Ste. 550, 100 York Blvd., Richmond Hill, Ont., L4B 1J8
Our investment process at Canso is focused on fundamental research and security selection. We are managing more than $38 billion in institutional, pension, foundation and high-networth assets, as at Sept. 30, 2021.
Ste. 3730, 181 Bay St.,Toronto, M5J 2T3
Since 1931, Capital Group has been singularly focused on delivering superior, consistent results for long-term investors using high-conviction portfolios, rigorous research and individual accountability.
22nd floor, 161 Bay St., Toronto, M5J 2S1
CIBC Asset Management is the asset management subsidiary of CIBC. Dedicated to being the leader in client relationships, we provide a range of high-quality investment management services and solutions to retail and institutional investors.
15 York St., Toronto, M5J 0A3
CI Global Asset Management is one of Canada’s largest asset managers and investment fund companies with strong market share and a diverse product lineup that includes mutual funds, exchange-traded funds and alternatives.
9th floor, 60 Bloor St W.,Toronto, M4W 1J2
Cidel is an independent, Canadian-based global asset manager with five decades of experience serving institutions. Our capabilities include equities, fixed income and multi-asset. We combine the scale and capability of a large asset manager with the continuity and service commitment of a boutique firm.
Ste. 1500, 1981 McGill College Ave., Montreal, H4A 0H5
Fiera Capital is a prominent Canadian investment management firm recognized for its customized solutions across public and private market asset classes. We strive to be at the forefront of investment management science and are passionate about creating sustainable investment success for our clients.
Ste. 2600, 1 Adelaide St. E., Toronto, M5C 2V9
FGP applies a bottom-up, value-oriented approach to managing fixed income and Canadian and global equities. Our philosophy revolves around two long-standing core concepts — quality and value. We strive to invest in high-quality companies or corporate bonds with cheaper valuations than the market.
Ste. 1400, 200 King St. W., Toronto, M5H 3T4
Franklin Templeton delivers exceptional asset management with multiple investment teams offering specialized expertise across styles and asset classes, supported by the strength and resources of one of the world’s largest asset managers with global AUM of $US 1.6 trillion at Aug. 31, 2021.
Ste. 3100, 199 Bay St., Commerce Court W., Toronto, M5L 1E8
Guardian Capital is an independent asset manager with diverse investment teams located in Toronto, the U.K. and the U.S. Since 1962, we have managed active investment strategies that span Canadian and foreign equities, ﬁxed income, multi-asset solutions and alternative investments.
Ste. 700, 120 Bloor St. E., Toronto, M4W 1B7
Invesco is a global, independent ﬁnancial ﬁrm with a pure focus on investment management. Without competing pursuits, we aim to partner with clients to solve complex investment needs while providing a superior investment experience.
Ste. 3100, 20 Queen St. W., Toronto, M5H 3R3
Jarislowsky Fraser offers a consultative approach to providing bespoke solutions that meet the diverse needs of institutional investors. We have a longstanding commitment to quality investing and the advancement of good governance and sustainable investing. The strength of our team lies in the depth of our fundamental research to identify global leaders that can provide stable long-term growth. The integration of environmental, social and governance (ESG) factors is intrinsic to our investment process and an important component in our assessment of quality investments.
Ste. 1500, 400 Burrard St., Vancouver, V6C 3A6
Leith Wheeler is one of Canada’s leading independent investment managers with >$20 billion in AUM. We employ a value-based investment philosophy and offer investment strategies and solutions across all major equity and fixed income markets, as well as multi-asset and balanced solutions.
Ste. 201, 201 City Centre Dr., Mississauga, Ont., L5B 2T4
Founded in 1982, Lincluden Investment Management is a Canadian-owned boutique investment management firm. We adhere to a rigorous value-based investment process and discipline across a range of equity, fixed income, real estate and balanced portfolios for both institutional and retail clients.
180 Queen St. W., Toronto, M5V 3K1
Founded in 1967, Mackenzie Investments is a leading Canadian global asset manager, headquartered in Toronto with international investment teams around the globe. Mackenzie offers both fundamental and quantitative approaches with expertise across traditional and non-traditional asset classes.
200 Bloor St. E., Toronto, M4W 1E5
Helping investors realize the possibilities. We’re passionate about partnering with our clients to create investment solutions. We offer leading capabilities across asset categories, with entrepreneurial portfolio teams leveraging the deep local expertise of our investment professionals worldwide.
35th ﬂoor, 77 King St. W., Toronto, M5K 1B7
MFS is a global, active investment manager with investment and industry professionals located in nine ﬁnancial centres spanning ﬁve continents. MFS offers a broad range of investment solutions across multiple geographies and asset classes, serving institutional investors and consultants.
65 E. 55th St., New York, NY, 10022
Founded in South Africa in 1991, Ninety One has deep roots in emerging and frontier markets. With three decades of organic growth, we manage more than US$190 billion on behalf of our clients. Ninety One has developed trusted partnerships with investors around the world, including a growing number of Canadian public and corporate pension plans and endowments.
Ste. 1910, 145 King St. W., Toronto, M5H 1J8
Northern Trust helps investors navigate changing market environments so they can realize their long-term objectives. We combine robust capital markets research, expert portfolio construction and comprehensive risk management to deliver innovative solutions and targeted investment outcomes.
6th floor, 79 Wellington St. W., Toronto, M5K 1N09
Northleaf is a global private markets investment firm focused on mid-market companies and assets. With more than $18 billion in capital commitments raised to date, Northleaf has a successful long-term track record as a principal investor in private equity, private credit and infrastructure globally.
c/o Orbis Investment Advisory (Canada) Ltd.,
Ste. 2600, 4710 Kingsway, Metrotower I., Burnaby, B.C., V5H 4M2
Orbis is an independent investment manager with more than 30 years of experience picking global equities following a fundamental, longterm, contrarian investment philosophy. To support close alignment of interest with clients, we charge a unique refundable performance fee and co-invest alongside clients.
27th floor, 161 Bay St., Toronto, M5J 2S1
A top-10 manager globally, with $1.5 trillion in assets under management, PGIM delivers customized investment services to institutional investors across a broad range of public and private asset classes, including fixed income, equities, real estate and alternatives to help our clients achieve their investment objectives.
Ste. 3100, 1000 de la Gauchetière W., Montreal, H3B 4W5
Pictet believes in active management with a strong focus on valuation across equity, credit, sovereign debt and currencies. As a multi-boutique firm, we embrace a variety of investment styles and philosophies, allowing our teams to implement the best approach for their respective asset classes.
Ste. 2200, 1751 Richardson St., Montreal, H3K 1G6
Since 2005, Pier 21 is an investment management firm with approximately $7 billion in AUM. We search the globe to develop exclusive partnerships with select external managers that we offer to the Canadian institutional market. We specialize in global, EAFE and emerging markets of various styles.
Ste. 3100, 130 Adelaide St. W., P.O. Box 109, Toronto, M5H 3P5
Purpose Investments is an asset management company with more than $14 billion in assets under management. Purpose has an unrelenting focus on client-centric innovation, offering a range of managed and quantitative investment products, including the Longevity Pension Fund.
Ste. 4510, 100 King St. W., Toronto, M5X 1E4
Russell Investments helps Canadian institutions, pension plans, endowments and foundations achieve their outcomes with customized solutions for investment management, transition management, overlay services, currency management and investment outsourcing.
190 Simcoe St., Toronto, M5T 2W5
Working with and managing assets for Canadian investors since 2003. Setanta Asset Management Ltd. is an independent global asset manager applying a long-term, fundamental, quality, value-driven style with a strong track record in global equity, EAFE equity, global SRI and global dividend.
Ste. 1100, 1 York St., Toronto, M5J 0B6
We believe experienced investment teams can achieve excess return on a risk-adjusted basis in public and private and asset classes. Our investment process is focused on rigorous analysis and disciplined deal structuring which can lead to superior returns over the long term.
Ste. 1300, 181 University Ave., Toronto, M5H 3M7
Sprucegrove’s primary objective is to provide clients with above-average investment performance and superior service over the long-term in the area of global equities. Our greatest strengths are our people, our investment philosophy and the long-term disciplined application of this approach.
161 Bay St., TD Canada Trust Tower, Toronto, M5J 2T2
We take a collaborative team-based approach that focuses on solving investors’ most important challenges and employs an exhaustive risk management discipline. We offer fundamental, quantitative and passive portfolio management, as well as alternatives and multi-discipline solutions. The ﬁrm also offers customizable services such as currency overlay, hedging, bond overlay, asset mix rebalancing and liability-driven investment solutions.
Ste. 2000, 1800 McGill College Ave., Montreal, H3A 3J6
Trans-Canada Capital is an innovative asset management firm specializing in non-traditional investment strategies for institutional investors. With more than $30 billion in AUM, more than 85 professionals and a complete range of solutions, TCC is well-positioned to meet the needs of investors.
Ste. 1005, 1130 Sherbrooke St. W., Montreal, H3A 2M8
Established in 1991, Van Berkom specializes in Canadian, U.S., Asia and global small-cap equities. We manage stock portfolios for North American pension funds, corporations, foundations and endowment funds.
38th ﬂoor, 1540 Broadway, New York, NY, 10036
Vontobel Asset Management is an active asset manager with global reach and a multi-boutique approach. Drawing on specialized investment talent and a strong performance culture, each of our boutiques strives to deliver a market-leading offering in their respective asset classes.
118th floor, 130 King St. W., Toronto, M5X 1E3
As a global manager with a singular focus on investment management, we believe our greatest value comes from being able to partner and evolve with our clients across all types of market environments. Our goal is to bring the full breadth of our global resources and investment capabilities to Canadian institutional investors. With a dedicated team embedded in the community and partnering with colleagues around the world, we are committed to helping our Canadian clients achieve and exceed their objectives.