Partners

 

Aberdeen Asset Management is one of the largest asset managers in the world, with C$594.9 billion in assets under management as of December 31, 2015. We are based in 25 countries with 37 offices, over 750 investment professionals and around 2,800 staff overall. As an asset manager, without the distractions of other financial services activities, we are able to concentrate all our resources on our core business. We believe this is key to our performance. Assets are only managed for third parties, not our own balance sheet, which helps reduce conflicts of interest. We dislike unnecessary obscurity and complexity so our investment processes strive to be simple and clear. We seek investments that display those qualities, too. Finally, we focus on taking a long-term view of our investments.

 

AGF is an independent firm, we strive to help investors succeed by delivering excellence in investment management and providing an exceptional client experience. AGF has investment operations and client service teams on the ground in North America, Europe and Asia. This strong regional presence provides our clients with timely knowledge, insight and understanding of global markets.
Being an independent firm has allowed us to make strategic acquisitions that improve our client service, enable us to offer new innovative products and enhance our research capabilities.
Our suite of diverse investment solutions extends globally to a wide range of clients, including pension plans, corporate plans, sovereign wealth funds and endowments and foundations.

 

Baillie Gifford manages C$12.2 billion for Canadian clients. The firm has been in business for over 100 years and is one of the leading privately owned investment management firms in the UK.
Baillie Gifford has been managing money for Canadian clients for over 20 years providing international, emerging markets and global equity portfolios for public and corporate pension plans in Canada, as well as a variety of non-pension plans.
The success of the firm has been largely built on the simple foundations of good performance, good service and low staff turnover. Independent ownership allows us to focus on the key areas of investment performance and proactive client service. Our partnership structure fosters stability and loyalty in our people and as investment management is our only business we have no conflicts of interest, which gives an extra clear focus to our clients’ needs.
Our structure combines the best of experience and international comparison. We believe that our analysis of individual business has added the most value for our clients. Not only has it helped us to produce steady returns from stock selection – we feel this to be a more reliable source of return because it is based on hundreds of separate decisions – but it has also alerted us to forthcoming wider macroeconomic challenges.
96 professional investors travel the world in search of new stock ideas but have the added advantage of a common home base in Edinburgh where they can compare opportunities face to face with colleagues and deepen their analysis to mutual benefit. It is a well-tried and tested system which we believe will stand us in good stead as we embark on our second century of investment management for leading institutional clients.

* As of March 30, 2016

 

BMO Global Asset Management is a multi-asset investment firm focused on meeting the needs of investors, both locally and globally. Our clients have easy access to a global platform of investment solutions that span

  • a full range of asset classes

  • diverse geographies, and

  • the full risk-reward spectrum

Our diversified investment platform characterized by distinct skills and investment expertise allows us to develop customizable turn-key solutions for our clients based on their needs and risk preferences.

 

BNP Paribas Investment Partners is the autonomous asset management business of BNP Paribas group and offers the full range of asset management services to institutional and retail clients around the world, either directly or through specialized investment partner firms. Our investment teams are located in 23 countries across six continents. Fischer Francis Trees & Watts (FFTW) is a wholly owned subsidiary of BNP Paribas Investment Partners and for over 40 years has focused on managing active fixed income strategies for institutional investors globally. FFTW also provides select equities doing business as BNP Paribas Investment Partners. BNP Paribas Investment Partners had $593 billion in assets under management as of March 31, 2016. To learn about our full range of investment capabilities, visit: www.institutional.bnpparibas-ip.com.

 

Bonnefield is Canada’s largest farmland investment manager and property management firm, and is currently completing a second closing of its fourth farmland investment partnership. With offices in Toronto and Ottawa and operations across Canada, we are dedicated to preserving “farmland for farming” and promoting sustainable farming practices. We form long-term partnerships through farmland sale-leaseback transactions with progressive farmers across Canada. Our portfolios are comprised of high-quality, diversified holdings located across British Columbia, Alberta, Saskatchewan, Manitoba, Ontario, New Brunswick and Nova Scotia. Bonnefield is a signatory to the United Nations-supported Principles for Responsible Investing.

 

With approximately US$784 billion† in assets under management and offices in 20 countries, Invesco is a leading independent global investment management company.
Invesco provides a comprehensive array of investment solutions for institutional investors across Canada and around the world. Our specialized investment teams deliver diversified strategies to meet our clients’ unique needs and financial objectives. Invesco’s investment capabilities range from equities and fixed income to alternatives, including real estate, private equity, multi-asset and risk parity.
With close to 20 years of experience serving the pension market in Canada and an in-depth knowledge of regulatory and market environments, we understand what it takes to help plan sponsors meet their fiduciary obligations. Engaging clients and consultants as partners, we tailor solutions to their unique needs to seek a sound financial future for the individuals and institutions we serve.
Invesco Ltd. is listed on the New York Stock Exchange (NYSE) under the symbol IVZ.
www.institutional.invesco.ca

As at April 30, 2016.

 

Majedie Asset Management, established in 2002, is an independent, award-winning investment boutique that actively manages equities for institutional investors, wealth managers and endowments across a range of UK and Global strategies. Majedie was founded by a team from Mercury Asset Management with a clear aim: simply to make money for clients.
We are proud of our long term track record – but remain as hungry to perform today as we were on day one. We are a genuine team with deep, specialist expertise in fund management, dealing, client service and administration. Importantly, Majedie equity is widespread throughout the business; we view ourselves as in partnership with our clients and here to stay. Similarly, our fund managers all have their own money invested in Majedie funds, further aligning our interests with those of our clients.
We view our capacity as scarce; we believe investment performance can rapidly suffer from diseconomies of scale if assets under management grow too large. We are determined to maintain this size advantage for our clients and have therefore limited the available capacity in each of our funds. Client service really matters to us: we are proud to have been named a ‘Greenwich Quality Leader’ in UK institutional investment management service quality. Greenwich Associates notes that Majedie has ‘made client service a top organizational priority and used their best-in-class service capabilities to help clients address their strategic issues’.
Assets under management total approximately C$23bn.

 

Russell Investments is a global asset manager and one of only a few firms that offers actively managed multi-asset portfolios and services which include advice, investments and implementation. Working with institutional investors, Russell Investments’ capabilities extend across capital market insights, manager research, portfolio construction and portfolio implementation including customized solutions for transition management, overlay services, commission management and currency management as well as investment outsourcing (OCIO).
Russell Investments has more than CAD$335 billion in assets under management (as of 12/31/2015). As a consultant to some of the largest pools of capital in the world, Russell Investments has CAD$2.9 trillion in assets under advisement (as of 6/30/2015). The firm has four decades of experience researching and selecting investment managers and meets annually with more than 2,200 managers around the world. Russell Investments also traded more than CAD$2.8 trillion in 2015 through its implementation services business.
Headquartered in Seattle, Washington, Russell Investments is wholly owned by London Stock Exchange Group (LSEG) and operates globally. Russell Investments Canada Limited was established in Toronto in 1985. It is a wholly-owned subsidiary of Frank Russell Company, which was established in 1936.
Russell Investments Canada Limited and its affiliates, including Frank Russell Company, are collectively known as “Russell Investments”. Russell Investments and its logo are trade names and registered trademarks of Frank Russell Company, a Washington USA corporation, which operates through subsidiaries worldwide and is part of the London Stock Exchange Group. They are used under a license by Russell Investment Canada Limited.

 

Standard Life Investments is a leading global asset manager offering a wide range of investment solutions backed by our distinctive Focus on Change investment philosophy, disciplined risk management and shared commitment to a culture of investment excellence. Our investment capabilities span equities, bonds, real estate, private equity, multi-asset and absolute return strategies. As of December 31, 2015, we manage $518.4 billion on behalf of clients worldwide.

 

Offered by State Street Global Advisors (SSGA), SPDR ETFs are a comprehensive fund family of over 160 ETFs, providing investors with the flexibility to match virtually any market situation or investment need. Created in 1993, The SPDR S&P 500 (SPY) launched an entire industry, which now offers over 5000 ETFs across every conceivable asset class.
State Street Global Advisors has been committed to helping financial professionals and those who rely on them achieve their investment objectives. We partner with institutions and financial professionals to help them reach their goals through a rigorous, research-driven process spanning both active and index disciplines. We take pride in working closely with our clients to develop precise investment strategies, including our pioneering family of SPDR® ETFs. With trillions* in assets under management, our scale and global footprint provide unrivaled access to markets and asset classes, and allow us to deliver expert insights and investment solutions.
State Street Global Advisors is the investment management arm of State Street Corporation.

 

*Assets under management were $2.97 trillion CAD as of March 31, 2016.

 

Vanguard Investments Canada Inc. is a wholly owned indirect subsidiary of The Vanguard Group, Inc. and manages over CAD$7 billion in assets. The Vanguard Group, Inc. is one of the world's largest investment management companies and a leading provider of company-sponsored retirement plan services. Vanguard has offered Target Retirement Funds in the U.S. since 2003 and is the largest manager of U.S. target-date fund assets in the industry, managing nearly USD$358 billion of target-date assets and experienced more than USD$56 billion cash flow into its target date mutual funds and collective trusts in 2015. Vanguard has offices in the United States, Canada, Europe, Australia and Asia. The firm offers more than 315 funds, including ETFs, to its more than 20 million investors worldwide.