BMO GLOBAL ASSET MANAGEMENT
BMO Global Asset Management manages nearly $200bln AUM. We have 20 capabilities across different asset classes & regions. Our scope is global and we deliver solutions via our industry leading Exchange Traded Funds and Pools, alternatives and synthetics as well as a unique group retirement and asset allocation platform. Clients can invest in our individual mandates or we can create customized portfolio solutions. No matter the solution, we work consultatively with clients and have the flexibility to bring the best of our investment capabilities to solve client problems.
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Website: Institutional Homepage | BMO Global Asset Management
DESJARDINS GLOBAL ASSET MANAGEMENT
Founded in 1998, DGAM is the institutional asset manager of Desjardins Group. We manage over $118 billion in assets and are recognized for our expertise in designing tailored investment solutions and constructing resilient portfolios across a wide range of asset classes, investment vehicles, and investment styles. Our approach is grounded in disciplined and adaptable investment processes that are responsive to each client's unique objectives, evolving market conditions, and the highest standards of responsible investing.
HAZELVIEW INVESTMENTS
Hazelview Investments has been an active investor, owner, and manager of global real estate investments since 1999 and remains committed to creating value for people and places. Hazelview manages 11.5 billion (CAD) in real estate assets, across private equity, private debt and public real estate securities. Hazelview’s $7.1 billion multi-residential platform is a diversified portfolio spanning all major markets in Canada that benefits from an integrated structure across investment, property and development management. With over 650 people working on the ground across the country, our property management team provides access to unique market insights which help inform the investment decision making process, enabling us to maximize value for every asset acquired.
Private Equity
Core Plus
Well-located properties with strong fundamentals and stabilized operations that continue to have attractive future growth potential.
Value Add
Assets with in-place cash flows at a discount to market that benefit from an active strategy focused on repositioning the asset and maximizing income.
Entitlement
Value creation realized through successful negotiation and granting of rezoning permits, monetized through the sale or development of the asset.
Development
Leveraging an in-house platform that includes broad development expertise and 25 years of property management experience to design and build future-proofed products that appeal to high-quality tenants.
Private Debt
Investments in mortgages secured by real property that generate higher yields relative to traditional mortgages due to the improved flexibility they provide to a real estate investor (shorter-duration, open-repayment privileges, greater proceeds).
Public Securities
Core
Investments in companies that own high-quality assets, have exposure to sectors with strong fundamentals and are run by high-quality management teams.
Focus
Investments companies seeking to take advantage of high-conviction real estate investment opportunities with outsized return potential.
Liquid Alternatives
A strategy that offers investors real estate price appreciation with reduced volatility.
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Website: hazelview.com
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SLC MANAGEMENT
SLC Management is a global institutional asset manager that offers institutional investors traditional, alternative and yield-oriented investment solutions across public and private fixed income markets, as well as global real estate equity and debt and infrastructure equity. We help our clients optimize their asset allocation profile and meet their long-term income and capital appreciation objectives by leveraging our insights and deep capabilities in fixed income, alternatives and real assets through our group of companies: SLC Fixed Income, BGO, Crescent Capital Group, InfraRed Capital Partners (“InfraRed”) and Advisors Asset Management.
InfraRed is an international infrastructure asset manager. They manage equity capital in multiple funds across value-add and core strategies for investors across the globe. From their offices in London, Madrid, New York, Sydney and Seoul, InfraRed actively manages over 240 infrastructure projects in 15 countries. Their talented, experienced, and diverse team has a track record of creating, enhancing and protecting value across all stages of the asset lifecycle. So far, they have launched 11 infrastructure funds, including two investment companies listed on the London Stock Exchange, with US$13 billion of equity1 under management.
As of December 31, 2024, SLC Management has assets under management of C$409 billion2. For more information, visit www.slcmanagement.com.
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Website: www.slcmanagement.com
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1$13bn equity under management (USD) – Uses 5-year average FX as at 30th September 2024 of GBP/USD of 1.2827; EUR/USD 1.1123. EUM is USD 12.803m
2The assets under management (AUM) represent the combined AUM of Sun Life Capital Management (Canada) Inc., Sun Life Capital Management (U.S) LLC, BentallGreenOak, Crescent Capital Group, InfraRed Capital Partners, and Advisors Asset Management. Data is as of December 31, 2024. Total firm AUM includes approximately C$11B in cash, other, unfunded commitments, and Advisors Asset Management equity. Total firm AUM excludes C$16 billion in assets under administration by AAM.
ALLIANCEBERNSTEIN
AllianceBernstein (AB) is one of the largest global investment-management firms in the world, with $792 billion in assets under management as of December 31, 2024. 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 design and deliver a full range of integrated, dynamic multi-asset solutions tailored to the needs of each client, helping keep them ahead of the evolving investment landscape.
• 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.
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Website: Alliancebernstein.com
CI GLOBAL ASSET MANAGEMENT
CI Global Asset Management (CI GAM) is one of Canada’s largest investment management companies with more than 100 investment professionals—each with extensive expertise navigating multiple markets. We offer a unique, modern lineup of traditional and alternative strategies with the performance you need to help achieve your distinct goals.
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Website: cifinancial.com
CONTACT:
Terry Krinsky, vice-president, institutional
Email Address: tkrinsky@ci.com
Phone: 416-275-3396
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CORTLAND CREDIT
Cortland Credit is a Canadian private debt investment manager specializing in senior-secured, asset-based, floored-floating rate lending to lower middle market companies across North America and Western Europe. Our strategies are designed to deliver attractive risk-adjusted returns with a strong emphasis on capital preservation, making them a natural complement to institutional portfolios seeking consistent income and long-term portfolio resilience.
Through disciplined underwriting, short-term loan structures, and first-lien security on borrower assets, Cortland prioritizes recovery and downside protection. With a 12-year track record, our flagship strategy has consistently delivered positive monthly returns to investors, while offering portfolio diversification and low correlation to traditional public markets.
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FIDELITY CANADA
Fidelity Canada Institutional serves a diversified client base across all major asset classes, focusing on corporate and public defined benefit and defined contribution pension plans, endowments and foundations, insurance companies, MEPPS and financial institutions. Built on over 50 years of serving the needs of institutional investors worldwide, we offer active and risk-controlled disciplines including; Canadian, U.S., international and global equity, fixed-income, asset allocation, real estate and custom solutions.
The cornerstone of our investment philosophy is the belief that outstanding research drives results. We believe in fundamental bottom-up research that is focused on identifying opportunities that offer stable growth through an investment cycle. Combined with prudent risk management and portfolio construction expertise, this allows us to offer best-in-class solutions aligned with our clients' interests.
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Website: institutional.fidelity.ca
LinkedIn: @Fidelity Canada Institutional
CONTACT INFORMATION:
David Shedd, VP, Institutional Sales
david.shedd@fidelity.ca
416-806-0293
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