NID 2018 - PARTNERS

Partners

 

 

 

 

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.

 

 

 

 

TD Asset Management (TDAM) offers investment solutions to corporations, pension funds, endowments, foundations and high net worth individuals, and we manage retail mutual fund assets on behalf of almost 2 million investors. With offices in Toronto, Montreal and New York, TDAM together with our affiliate, Epoch Investment Partners, Inc. oversees more than $353.6 billion1 of investments for our clients and is the largest manager of pension fund assets in Canada.2
TDAM has been in business for more than three decades, and over that time the investment landscape, investor needs and our range of offerings have all evolved. What has remained consistent is our focus on quality, our comprehensive risk management discipline and our commitment to applying the new thinking necessary to address our clients’ challenges.
We offer solutions to help meet a wide range of client needs and have a long track record of helping our clients meet their investment goals. Our broad selection of strategies and solutions includes fundamental, quantitative and passive portfolio management, as well as customizable services such as currency overlay and hedging, bond overlay, cash equitization, asset mix rebalancing and liability driven investment solutions.
Liability-driven investing
We have a history of applying new thinking to Liability-driven investing (LDI). From our approach to our solutions—such as our low volatility, bond overlay, private debt, inflation-linked, and multi-asset strategies—we continue to innovate to help our clients succeed.
We view LDI as a framework for making investment decisions. When taking an LDI approach, clients make a fundamental shift from focusing on market based benchmarks to actively managing relative to their liabilities, which means it is a dynamic and often evolving process. Recognizing each Canadian pension plan has different demographics and a unique liability risk profile, TDAM created these portfolios to act as building blocks in the construction of a liability hedging portfolio aligned with a plan’s future obligations.
We use our actuarial insights and experience, robust analytics tools and disciplined, outcome-focused portfolio construction techniques to design a strategy tailored to each client, and we apply our consistent, disciplined and repeatable portfolio management processes to the on-going daily management of our LDI client mandates.
1
Assets under management (AUM) as at October 31, 2017 forTDAssetManagement Inc., TDAM USA Inc. and Epoch Investment Partners, Inc. (Epoch). TD Asset Management operates through TD Asset Management Inc. in Canada and through TDAM USA Inc. in the United States. Epoch is an affiliate of TD Asset Management. All entities listed are affiliates and are wholly-owned subsidiaries of The Toronto-Dominion Bank.
2
The Top 40 Money Managers (as of June 30, 2017), Benefits Canada, November 2017.

 

 

 

 

NIAGARA
2018

speaking faculty:

Michael Augustine

CHARLES J. BRUCE

Leo de Bever

Mark Fuller

BRETT HOUSE

HUGH INNES

Sheryl King

Dennis Lockhart

F.L. (Ted) Morton

LAURA NASHMAN

KIM SHANNON

DOUG STEINER

Craig Wright

Heather Cooke

Marlene Puffer


Partners 2018 Niagara

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