DESJARDINS
Established in 1998, Desjardins Global Asset Management (DGAM) is one of Canada's largest asset managers with in-house expertise in equity, fixed income and real assets (infrastructure, real estate) across a variety of investment vehicles. DGAM manages over CAN$99 billion* in institutional assets on behalf of insurance companies, pension funds, endowment funds, non-profit organizations and corporations across Canada. With offices in Montreal, Quebec City and Toronto, our team of over 80 investment professionals is guided by three main pillars: ethics and integrity, responsible investment and collaboration. Combining innovation, accessibility and discipline, we design solutions tailored to our clients’ unique needs. We infuse our cooperative values into our investment process to ensure we are helping our partners and clients’ assets grow in a sustainable and responsible manner.
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ALLIANCE BERNSTEIN
More information coming soon
FIDELITY CANADA INSTITUTIONAL
FIDELITY CANADA INSTITUTIONAL
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.
Philosophy and Approach
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.
Research Excellence
Our global research capabilities and portfolio construction expertise allows us to combine investment insights and our unique perspectives into actionable solutions to meet the needs of our clients.
Proprietary Insights & Unrivalled Access
• Exclusive access to in-house research, unavailable to others.
• Unparalleled access to company management, central bankers and policymakers around the world.
• Our analysts carry out on-the-ground research—visiting companies and speaking to customers, competitors, suppliers and independent experts to gain conviction.
360° Views on Companies
• We combine insights from equity and credit research to form a 360° view on companies.
Client-Focused Alignment
• A commitment to understanding each client’s business, goals and expectations
• Long-term value creation aligned with our clients’ goals
• A client-service culture focused on accountability, accessibility and transparency
We have the experience to develop the investment solutions that are right for you.
CONTACT
Catherine Dimitriadis, Vice President, Institutional sales
Catherine.dimitriadis@fidelity.ca
1-416-217-7657
David Shedd, Vice President, Institutional sales
Philippe.potvin@fidelity.ca
1-416-806-0293
NICOLA INSTITUTIONAL
Nicola Institutional is a division of Nicola Wealth Management Ltd. (Nicola) an independent investment manager looking to build forward-thinking portfolios that go beyond the conventional 60% stocks, 40% bonds approach. Nicola Institutional serves the needs of charities, foundations, indigenous communities, and family offices. With nearly 20 years of experience in asset management, Nicola provides institutional investors with a more diversified pension-style approach that is built upon a foundation of public assets and extends to include access to hard asset real estate, private debt, private equity, mortgages, and infrastructure investments. Nicola employs in-house knowledge, resources, and expertise, utilizing an investment philosophy that helps mitigate volatility while offering historically consistent and stable returns
LEARN MORE:
Website: www.nicolawealth.com
YouTube: @nicolawealth
Twitter: @nicolawealth
Instagram: @nicolawealth
LinkedIn: Nicola Institutional Realty Advisors (NIRA)