ACADIAN ASSET MANAGEMENT LLC
Acadian Asset Management is a global, systematic institutional investment manager. Founded in 1986, Acadian is headquartered in Boston, with affiliates located in London, Singapore, and Sydney. Acadian’s edge is at the convergence of experienced investors and economic insights; data-driven research and innovation; and the computational power and analytical tools enabling us to tackle complex investment challenges for our clients.
Building on the idea that markets are systematically mispriced, we were among the first firms in the world to apply data and technology to the systematic evaluation of global investments. With over 35 years of data-driven insights, we manage equity and credit strategies intended to deliver active returns and alternative strategies designed to deliver absolute, uncorrelated results. Our sustainable investing capabilities provide a platform for both client-specific solutions and a cutting-edge approach to engagement. A rigorous research agenda, sophisticated forecasting and portfolio construction tools, and a culture of collaboration underpin continuous innovation.
CONTACT INFORMATION:
Matthew Carson, CFA
Senior Vice President, Director
617 598 6861
mcarson@acadian-asset.com
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BNY INVESTMENTS
BNY Investments is a leading investment manager, with $2.0 trillion* in assets under management as of June 30, 2024. Through an investor-first approach, the firm brings to clients the best of both worlds: specialist expertise from seven investment managers offering solutions across every major asset class, with the scale, expertise, and resilience of BNY.
Investment services in Canada are offered through BNY Investments Canada, registered as a Portfolio Manager and Exempt Market Dealer in all provinces and territories of Canada and as a Commodity Trading Manager in Ontario. BNY Investments Canada is an indirect wholly-owned subsidiary of The Bank of New York Mellon Corporation. This information has been provided by BNY Investments Canada for use with institutional investors only and may not be redistributed without authorization.
BNY Investments Canada is a division of BNY, which has $49.5 Trillion in assets under custody and/or administration as of June 30, 2024. BNY can act as a single point of contact for clients looking to create, trade, hold, manage, service, distribute or restructure investments. BNY is the corporate brand of The Bank of New York Mellon Corporation (NYSE: BK).
*BNY as of June, 2024.
Unless otherwise indicated, all financial data is shown in USD.
LEARN MORE:
Website: www.bnymellon.com
Twitter: @BNYMellon
Newsroom: www.bnymellon.com/newsroom
FRANKLIN TEMPLETON
Franklin Templeton is a global investment organization with a mission to deliver better client outcomes through investment expertise, wealth management, and technology solutions. Its network of independent investment teams offers specialized expertise across the investment landscape, backed by Franklin Templeton’s global resources and infrastructure. With a 75-year history, today the company serves clients in over 165 countries, managing over US$1.6 trillion in assets as of June 30, 2024.
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PIMCO CANADA
PIMCO is a global leader in active fixed income with deep expertise across public and private markets. We invest our clients’ capital in income and credit opportunities that the liquidity spectrum, leveraging our decades of experience navigating complex debt markets. Our flexible capital base and deep relationships with issuers have helped us become one of the world’s largest providers of traditional and alternative investment solutions and a valued financing partner.
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STATE STREET GLOBAL ADVISORS
For four decades, State Street Global Advisors has served the world’s governments, institutions, and financial advisors. With a rigorous, risk-aware approach built on research, analysis, and market-tested experience, we build from a breadth of index and active strategies to create cost-effective solutions. As pioneers in index and ETF investing, we are always inventing new ways to invest. As a result, we have become the world’s fourth-largest asset manager* with US $4.37 trillion† under our care.
*Pensions & Investments Research Center, as of 12/31/23.
†This figure is presented as of June 30, 2024 and includes ETF AUM of $1,393.92 billion USD of which approximately $69.35 billion USD is in gold assets with respect to SPDR products for which State Street Global Advisors Funds Distributors, LLC (SSGA FD) acts solely as the marketing agent. SSGA FD and State Street Global Advisors are affiliated. Please note all AUM is unaudited.
T.ROWE PRICE
At T. Rowe Price, we identify and actively invest in opportunities to help people thrive in an evolving world. As a premier global asset management organization, we’re deeply focused on our clients’ investment objectives, working closely with them to help achieve their long-term financial goals. We take an active approach to investing, offering our dynamic perspective and meaningful partnership so our clients can feel more confident. With more than 85 years of experience, we provide a broad range of investment solutions across equity, fixed income, and multi-asset capabilities for clients around the world—from individuals to advisors to institutions to retirement plan sponsors.
Championing an active, independent approach to investing
We’re independent thinkers, united behind an active and rigorous approach. With diverse perspectives, our investment professionals collaborate to identify market risks and opportunities that can give our clients sharper insights and an investment edge. But we do more than just analyze the numbers. We go beyond the numbers, leveraging best-in-class global research capabilities to uncover opportunities for investors that others might overlook.
Pursuing performance with principle
We’re committed to our clients’ success. That’s why we maintain a long-term view as we aim to deliver consistently strong performance for investors in up and down markets. Deep experience—through many market cycles—keeps us focused on what’s most important as markets shift. And we work together with our clients, providing a full range of solutions and vehicles to meet diverse needs and delivering the kind of dynamic perspectives investors need to stay ahead of change. This approach goes beyond investing. In every aspect of our business, clients can expect us to rely on principles that have stood the test of time.
Driving deliberate innovation
To meet the evolving needs of our clients, we create investment and retirement solutions in a way that’s forward-thinking and purposeful. For us, it’s not about being first. It’s about looking for ways to better serve clients. With embedded experts around the world, we’re constantly analyzing trends, studying client needs, and evaluating emerging opportunities so we can advance our capabilities and services in ways that drive the most value for our clients.
Building meaningful partnerships
We listen to understand our clients—and to learn. This helps us create deep partnerships. By understanding clients’ needs and delivering timely, actionable insights and solutions, we help them navigate change and achieve better outcomes. We see partnership as a two-way street, a place where clients’ goals meet T. Rowe Price expertise. From each insight to every investment, our singular focus is on our clients and their success.
LEARN MORE:
Website: troweprice.com/en/ca
LinkedIn: T. Rowe Price Canada
CONTACT INFORMATION:
Jonathan Flegg, vice president, institutional
Jonathan.Flegg@troweprice.com
Zaheed Jiwani, vice president, institutional
Zaheed.Jiwani@troweprice.com
TRANS-CANADA CAPITAL
Trans-Canada Capital, Inc. (TCC) is an asset management firm specializing in innovative investment strategies for investors. Since 2009, the team has successfully managed the pension assets of Air Canada, one of the largest corporate pension plans in the country. Over the years, we have earned an enviable reputation by generating superior returns through strategies focusing on alpha generation in a rigorous risk-controlled framework. With C$30 billion in assets under management*, more than 125 investment professionals based in Montreal and Toronto, and a complete range of alternative solutions, TCC is well positioned to meet the needs of investors seeking steady returns.
One team, no silos
Our team approach means that all investment choices are made by a team of investment professionals with strong, diverse and complementary backgrounds. We are focused on constantly introducing new investment ideas and exploring promising opportunities.
Product Offering
• Fixed Income: Sophisticated strategies to generate added-value, control undesired risks and further diversify active exposure
• Equities: Diversified sources of alpha within equity strategies, including long only, and long/short equity funds
• Alternative: Easy and immediate access to a diversified private markets portfolio
• Absolute Return: Internally and externally managed funds, investing in a wide range of financial instruments
* inclusive of leverage
LEARN MORE:
Website: https://transcanadacapital.com
LinkedIn: transcanadacapital
CONTACT INFORMATION:
Jean-François Milette, Global Head, Client Solutions
jfmilette@transcanadacapital.com
WILLIAM BLAIR
Nearly Ninety Years as an Independent Investment Manager
William Blair is committed to building enduring relationships with our clients. As a fiduciary of institutional clients, we work closely with private and public pension funds, endowments, foundations, sovereign wealth funds, as well as other financial institutions. We are 100% active‐employee‐owned with broad‐based ownership. Our experienced, investment teams are solely focused on active management and employ disciplined, analytical fundamental research processes across a wide range of strategies. William Blair is headquartered in Chicago with offices around the world providing expertise and solutions to meet our global clients’ evolving needs.
Intrinsic Strengths
In our view, the firm’s partnership structure, collegial and “client first” culture are critical factors to our success. These characteristics assist in attracting and retaining our seasoned investment professionals. With long‐tenured portfolio managers and research analysts, our portfolios have been managed by stable investment teams providing for consistent application and repeatable investment processes.
Fulfilling Our Commitment to Clients, Communities, and Colleagues
Across all aspects of our firm, we are uplifting and inspiring best practices in philanthropy, employee engagement, governance, and the environment reflective of our values and our commitment to stewardship and sustainability.
LEARN MORE:
Website: U.S. Active Never Rests microsite: https://active.williamblair.com/
Twitter (X): @williamblairim
LinkedIn: william‐blair‐investment‐management
YouTube: WilliamBlairInvMgmt
CONTACT INFORMATION:
Jason Stefanelli, director, head of Canada
jstefanelli@williamblair.com
617.235.7565
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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 over 35 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 88-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 $442.5 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 $1.4 trillion in assets under advice, assets traded around $3.0 trillion and managed 98 transition events in 2023 through its Customized Portfolio Solutions team.2 Headquartered in Seattle, Washington, Russell Investments has offices in 16 cities around the world, including in Toronto, New York, London, Tokyo and Shanghai.
Figures represented in CAD. 1. As of 09/30/2024 2. As of 12/31/2023
LEARN MORE:
Website: www.russellinvestments.com
CONTACT INFORMATION:
Email: saleshealthsolutions@shoppersdrugmart.ca
LinkedIn: @health solutions by shoppers
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LINCLUDEN INVESTMENT MANAGEMENT
Lincluden Investment Management has provided discretionary investment management since 1982. We employ traditional, value-based investment principles across a range of equity, fixed income, real estate and balanced portfolios. Lincluden clients have benefited from over 42 years of solid risk-adjusted performance. Through superior security selection, effective risk management, diligent research and a rigorous portfolio management process, we strive to maintain this high level of performance for our clients each and every day. Lincluden manages assets for a variety of institutions including pension funds, unions, foundations, endowments, First Nations and long-term health and disability funds.
At Lincluden our only business is managing client assets offering clients the investment focus of a highly experienced entrepreneurial team of investment professionals along with the personal service and attention to client goals that only a boutique can offer.
As value investors, we believe that financial markets are efficient in the long run but can be inefficient in the short and medium term. The investment process that we employ focuses on identifying mispriced securities to create diversified client portfolios that will outperform over time. Our goal is to identify securities that trade at a discount to our appraisal of their intrinsic or true economic value. This approach acts as a buffer from further price declines and offers the potential for greater capital appreciation.
We invest with a long-term focus, we perform our own research and we follow a strict price discipline when purchasing and selling securities. Performing our own research gives us the conviction to construct focused portfolios of our best ideas.
Lincluden’s clients have benefited from:
· A focus on preserving clients’ capital.
· A culture of integrity.
· The firm’s long-standing tradition of ensuring that client portfolios are entrusted to an investment management team with a demonstrated performance track record, experience in a range of market environments and a commitment to the firm’s investment disciplines.
VALUE DRIVEN, CLIENT FOCUSED