Partners 2013
Aberdeen Asset Management PLC is a global investment management group, managing assets for both institutional and retail clients from 31 offices in 23 countries around the world. Our goal is to deliver strong investment performance and exceptional client servicing across diverse asset classes in which we believe we have a sustainable competitive advantage.
We operate independently which allows us to focus solely on the needs of our clients. As at December 31st, 2012, we had C$312.9 billion of assets under management, with clients accessing our investment expertise in equities, fixed income, property and alternative solutions.
In Canada, subsidiaries of Aberdeen Asset Management PLC currently manage over C$10.8 billion in assets as at December 31st, 2012, across six provinces. The largest segments of our client base represent pension plans and sub-advisory relationships with some of the largest financial institutions in Canada. We also manage assets for universities, foundations and insurance companies.
AllianceBernstein is a research-driven asset management firm that is global in scope and client-centered in its mission.
We believe research excellence is the key to better outcomes, so we’ve built research capabilities with exceptional breadth, depth and focus on innovation, on the buy-side and the sell-side.
Our asset-management client base spans the globe and has diverse needs; we’ve developed a broad array of global and local investment services that spans geographies, asset classes, styles and objectives for risk and return: from customized and packaged multiasset-class solutions to style-pure growth and value equity portfolios, blend equity strategies to fixed-income portfolios, and index services to alternative investments. We provide diversified investment management services worldwide to institutional, high-net-worth and retail investors.
AllianceBernstein also provides independent investment research, trading and brokerage-related services to institutional clients through Sanford C. Bernstein.
Since launching in June 2009, BMO ETFs has emerged as one of the leading ETF providers in Canada. BMO ETFs is a diversified family of ETFs and includes a broad range of domestic and global investment solutions covering a full array of asset classes, sectors and regions. With more than 100 years of combined experience in managing institutional indexing and retail ETF strategies, BMO ETF's 100% Canadian team of ETF experts scours the global marketplace for opportunities to strategically design and build an innovative family of ETFs. BMO ETFs are managed and administered by BMO Asset Management Inc., an investment fund manager and portfolio manager and a separate legal entity from Bank of Montreal.
About BMO Financial Group
Established in 1817 as Bank of Montreal, BMO Financial Group is a highly-diversified North American financial services organization. With total assets of $538 billion as at January 31, 2012, and more than 47,000 employees, BMO Financial Group provides a broad range of retail banking, wealth management and investment banking products and solutions.
BNP Paribas Investment Partners is the dedicated autonomous asset management business of the BNP Paribas Group. BNP Paribas Investment Partners offers the full range of investment management services to both institutional and retail clients around the world. Central to the way we work is the concept of partnership – both in terms of how we behave as a family of companies and how we work with our clients. Over 800 investment professionals work across our network of some 60 investment centres, each specializing in a particular asset class or type of product. Overall, BNP Paribas Investment Partners focuses on four key areas of strength:
  • Emerging markets, where our large on-the-ground presence translates into strong equity and debt capabilities;
  • Core strategies, such as our very capable US and European equity teams, and our global credit team;
  • Alternatives, including high-quality teams in infrastructure, direct real estate, commodities and funds of hedge funds; and
  • Solutions, where our Financial Engineering team and our LDI and risk specialists work closely with our clients, using our full range of capabilities as building blocks, to create fully-customized approaches to meeting each client’s needs.
CIBC Mellon provides asset servicing solutions, including custody, multicurrency accounting, fund administration, unitholder recordkeeping, pension services and securities lending services, for institutions and corporations. We have over 1,100 people dedicated to supporting more than 1,200 client relationships with Canadian banks, pension funds, investment funds, corporations, governments, insurance companies, foreign insurance trusts, foundations and global financial institutions whose clients invest in Canada. As at December 31, 2012, CIBC Mellon held more than CAD$1.2 trillion of assets under administration on behalf of our clients. CIBC Mellon is headquartered in Toronto, with offices across Canada in Vancouver, Calgary, London, Montreal and Halifax. Founded in 1996, CIBC Mellon is 50-50 jointly owned by Canadian Imperial Bank of Commerce (CIBC) and The Bank of New York Mellon Corporation (BNY Mellon), the world’s largest custodian. CIBC Mellon is part of the BNY Mellon network, which as at December 31, 2012 had USD$26.7 trillion in assets under custody and administration, USD$1.4 trillion in assets under management and global payments processed averaging USD$1.5 trillion per day.
For more information – including CIBC Mellon’s latest knowledge leadership on issues relevant to institutional investors active in Canada – visit or follow us on Twitter @CIBCMellon.

Nuveen Investments provides high-quality investment services designed to help secure the long-term goals of institutional and individual investors as well as the consultants and financial advisors who serve them. Nuveen Investments markets a wide range of specialized investment solutions which provide investors access to capabilities of its high-quality boutique investment affiliates—Nuveen Asset Management, LLC, Symphony Asset Management LLC, NWQ Investment Management Company, LLC, Santa Barbara Asset Management, LLC, Tradewinds Global Investors, LLC, Winslow Capital Management, LLC and Gresham Investment Management LLC, all of which are registered investment advisers and subsidiaries of Nuveen Investments, Inc. In total, Nuveen Investments managed approximately $219 billion as of December 31, 2012. For more information, please visit the Nuveen Investments website at

Nuveen Asset Management, a premier investment boutique and affiliate of Nuveen Investments, offers clients an approach to investing that emphasizes quality and ingenuity. Our solutions span multiple asset classes, from traditional and specialized equity to taxable and municipal fixed income, in a broad range of investment solutions including mutual funds, closed-end funds, separately managed accounts, and institutional managed accounts. Our heritage demonstrates quality and innovation that stand the test of time.

Presima is a wholly-owned subsidiary of nabInvest, the direct asset management arm of National Australia Bank (NAB Group). NAB Group is one the world's largest financial institutions.
Presima is a boutique investment manager exclusively focused on global listed real estate, with a track record dating back to 1999. Our investment professionals are centrally-located in Montreal, Canada. We leverage our extensive investment universe and fundamental 'on-the-ground' research to construct Concentrated and Yield-oriented portfolios composed of superior securities (assets, management,earnings, etc.) at attractive prices.
Schroder Investment Management is a global asset management company with more than 200 years of experience in world financial markets. We manage approximately $291 billion globally as of December 31, 2011 in assets for clients around the world, including: public and private pension funds, endowments and foundations, major financial institutions (such as banks and insurance companies), intermediaries and advisors, high net worth individuals and retail investors. Schroders maintains one of the largest networks of offices of any dedicated asset management company, with more than 350 investment portfolio managers and analysts in 33 offices in 26 countries. As a research driven firm, we are committed to independence: more than 75 percent of the research used in our investment processes is produced in house. These capabilities and resources support a comprehensive range of products and services, covering all major investing regions and the entire range of asset classes and strategies. The company is a purely focused asset management business offering clients tremendous breadth in locally managed products, delivered through a fully integrated global distribution platform.
Sigma comprises of a team of 12 investment professionals and mathematicians who work with a small number of large investors helping them realize ALL the benefits of alternative investments, (return, risk, credit, liquidity, cash efficiency, control and knowledge) through a bespoke managed account platform that is customized by Sigma for each investor.
Sigma has been in business as an alternative investment portfolio manager and risk consultant since 1999 and is located in Toronto.
Sigma’s model permits the investor to contract out the management of risk and return to international hedge funds while retaining control of the assets and the securities. Sigma’s technology and process provides the investor and Sigma with unparalleled real time knowledge of the hedge fund’s activity and permits an accurate and continuing assessment of their strategy and the impact on the overall investment portfolio.
T. Rowe Price is an independent, global investment management firm with offices in Toronto and Baltimore, as well as in the Americas, Asia, Australia, and Europe. As of 30 September 2012, our 423 investment professionals manage over CAN$565bn. T. Rowe Price opened its Toronto office in 2007, and provides defined benefit investment services to some of Canada's leading corporations and public retirement plans who are located coast to coast.

The firm offers a full range of investment strategies across multiple asset classes, capitalizations, sectors, styles, and regions. Each of our strategies reflects our belief that in-depth, fundamental research and vigilant risk management can lead to consistently strong, long-term performance. For more information, please visit

The T. Rowe Price group of companies includes T. Rowe Price Associates, Inc., T. Rowe Price International, Inc., T. Rowe Price Global Investment Services Limited, T. Rowe Price (Canada), Inc., and T. Rowe Price Global Asset Management Limited.

Strategic Partner 2013
Founded in 1987, Integra Capital Management Corporation is a Canadian asset management firm that partners with leading, world-class investment managers from Canada and around the world to provide institutional investors with both traditional and innovative strategies to meet their evolving needs. Through its wholly owned subsidiary Integra Capital Limited (“Integra”), we provide Canadian institutional investors with exclusive access to a broad range of specialist strategies through a number of multi-manager and single manager pooled and segregated funds. Through another subsidiary, Implemented Risk Management (IRM), we provide Canadian institutional investors with both a long term strategy and a wide range of pooled fund options to improve plan funded status. Integra is registered as a Portfolio Manager in every Province and as a Commodity Trading Manager with the Ontario Securities Commission. In the Provinces of Newfoundland and Ontario, Integra Capital Limited is also registered as an Exempt Market Dealer.
Service Partners 2013
Causeway Capital Management LLC, established in 2001 and based in Los Angeles, California, provides investment management services to corporations, pension plans, public retirement plans, Taft-Hartley pension plans, endowments and foundations, mutual funds, charities, private trusts, wrap fee programs, and other institutions. The firm, wholly-owned by its employees, manages approximately $20 billion in total assets as of April 30, 2013. Causeway has a 17-person investment staff including five fundamental analysts and eight portfolio managers; two quantitative analysts and two quantitative portfolio managers. Causeway manages five main equity strategies: non-U.S. developed, global developed, emerging markets, global/international opportunities (developed and emerging) and global absolute return. Causeway's value equity strategies use team-based, value-driven investment disciplines that combine in-depth research and analysis, active portfolio construction, and proprietary risk management. Causeway’s emerging market strategy is managed entirely by our quantitative research group. More information on Causeway's strategies and the firm's investment philosophy and team is available online at
Columbia Management's story began over 100 years ago. Today, we have grown into one of the nation’s largest dedicated investment advisers, managing the assets of some of the country’s most prominent corporations, unions, endowments, and foundations. We offer a broad choice of traditional and alternative portfolios managed by a group of dedicated investment professionals who share a passion for investing and a commitment to delivering a consistent investment experience. Our approach to institutional asset management is distinguished by a singular approach focus on our client and consultant relationships. We take the time to understand our clients' objectives and work closely with each client to identify solutions to match each organization’s needs.
Russell Investments (Russell) is a global financial services company that serves institutional investors, financial advisors and individual investors.
Russell’s core capabilities extend across capital markets insights, manager research, portfolio construction, portfolio implementation and indexes. Integrating these competencies, Russell provides an extensive range of solutions and services including multi-asset solutions, implementation services, strategic advice, and global performance benchmarks that can be customized to meet the unique needs of institutional investors.
Russell has four decades of experience researching and selecting investment managers, and meets annually with more than 2,200 managers around the world. It is trusted by many well-known worldwide institutions for investment advice and has $2 trillion in assets under advisement. Russell brings a comprehensive range of implementation services including exposure management and trading services to institutional investors, which are designed to help them maximize their assets. The Russell Indexes calculate over 80,000 benchmarks daily covering 98% of the investable global market and more than 10,000 securities.
Russell is headquartered in Seattle, Washington, USA and has more than 20 offices worldwide including, in Canada, a principal office in Toronto and subsidiary offices in Vancouver and Montreal. Russell has approximately $162.2 billion in assets under management‡ and works with more than 2,400 institutional clients investors globally.
For more information about how Russell helps to improve financial security for people, visit or follow us @Russell_News.