MANULIFE INVESTMENT MANAGEMENT


Manulife Investment Management is the global wealth and asset management segment of Manulife Financial Corporation. We draw on more than a century of financial stewardship to partner with clients across our institutional, retail, and retirement businesses globally. Our specialist approach to money management includes the highly differentiated strategies of our fixed-income, specialized equity, multi-asset solutions, and private markets teams—along with access to specialized, unaffiliated asset managers from around the world through our multimanager model.

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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 30 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 86-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 $390 billion in assets under management (as of 3/31/2023) 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 $2.9 trillion and managed 133 transition events in 2022 through its Customized Portfolio Solutions team*. Headquartered in Seattle, Washington, Russell Investments has offices in 17 cities around the world, including in Toronto, New York, London, Tokyo and Shanghai.

Figures represented in CAD. *As of 12/31/2022

LEARN MORE:
Website: www.russellinvestments.com/ca/institutional
LinkedIn: @Russell Investments Canada

CONTACT INFORMATION:
Chris Wright, Director, institutional sales
1-416-640-2482
cwright@russellinvestments.com

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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, with a significant minority stake held by funds managed by Reverence Capital Partners. 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 2023. All rights reserved.

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 40 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

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