BAILLIE GIFFORD

Baillie Gifford manages C$17.2 billion for over 60 Canadian clients. The firm has been in business for over 110 years and is one of the leading privately-owned investment management firms in the UK.

  We have been managing money for Canadian clients for over 30 years and provide a variety of international, emerging markets and global equity portfolios for public and corporate pension plans in Canada, as well as a variety of non-pension sponsors.

  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 businesses 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.

Our 177 investors scour the world in search of new stock ideas. We spend much more time with academics and entrepreneurs than we do looking at traditional sources of investment research. We believe our approach will stand us in good stead as we embark on our second century of investment management for leading institutional clients.

*As of June 2023

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CANADA LIFE

Canada Life is a leading insurance, wealth management and benefits provider focused on improving the financial, physical and mental well-being of Canadians. For more than 170 years, individuals, families and business owners across Canada have trusted us to provide sound guidance and deliver on the promises we’ve made.

LEARN MORE:
Facebook: Canada Life Co
Twitter: @canadalifeco
Instagram: @canadalifeco
YouTube: @canadalifeca
LinkedIn: @Canada Life

La Canada Vie est un chef de file du secteur de l’assurance, de la gestion de patrimoine et des avantages sociaux qui vise à améliorer le bien-être financier, physique et mental des Canadiens. Depuis plus de 170 ans, les particuliers, les familles et les propriétaires d’entreprise de partout au pays savent qu’ils peuvent compter sur nous pour leur fournir des conseils avisés et pour tenir nos engagements.

LEARN MORE:
Facebook: Canada Vie
Twitter: @Canada_Vie
Instagram: @canadalifeco
YouTube: @canadavie7541
LinkedIn: @Canada Vie

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CAPITAL INTERNATIONAL ASSET MANAGEMENT (CANADA), INC., part of Capital Group

Capital International Asset Management (Canada), Inc. is the Canadian arm of the Capital Group Companies Inc. (Capital Group), which formed in 1931 in Los Angeles, California. Still a privately held company, Capital Group is today one of the world’s largest investment managers with over $2 trillion in assets globally and offices worldwide. Capital Group offers clients investment solutions in equities, fixed income, and multi-asset class portfolios. Capital Group believes that deep fundamental research and a long-term view of investments creates success. Their unique portfolio construction approach combines high conviction investment ideas from the diverse perspectives of multiple managers to create a single well-diversified portfolio. Capital Group believes this approach creates consistent performance and reduces dependency upon any single person.

LEARN MORE:
Website: www.capitalgroup.com/institutions/ca/en/
LinkedIn: @Capital Group

CONTACT INFORMATION:
Kevin Martino
Vice-president
Capital International Asset Management (Canada), Inc
Kevin.Martino@capgroup.com
1-416-815-2128

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MFS INVESTMENT MANAGEMENT

MFS Investment Management serves investors across the globe through offices in nine major financial centres – Boston, Hong Kong, London, Mexico City, São Paulo, Singapore, Sydney, Tokyo and Toronto. What sets MFS apart from other managers is that we have aligned our active investment approach and how we serve clients with a sole purpose: to create long-term value responsibly. Through that sense of responsibility and the strength of our investment platform, we strive to protect our investors' assets and our clients' reputations.

Our powerful investment approach combines collective expertise, thoughtful risk management and long-term discipline to uncover investment opportunities that drive sustainable value for investors. We call this Active Intelligence®, and we support it with our distinct culture of shared values and collaboration. That means bringing together teams of diverse thinkers to actively debate ideas, assess material risks and uncover what we believe are the best investment opportunities in the market. MFS offers an array of institutional strategies and vehicles including separate accounts and pooled funds. Our client base includes defined benefit and defined contribution/capital accumulation plans, endowments and foundations and sub-advisory relationships.

MFS' experienced defined contribution specialists understand the challenges posed by shifts in the capital markets and regulatory changes. We are committed to helping clients meet these challenges by providing long term focused investment strategies, flexible investment vehicles and perspectives on the retirement and financial markets.

LEARN MORE:
Website: www.mfs.com/en-ca/institutions-and-consultants.html"

CONTACT INFORMATION:
Christine Girvan
Senior Managing Director, Head of Canadian Distribution
cgirvan@mfs.com

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T. ROWE PRICE

T. Rowe Price is an asset management firm focused on delivering global investment management excellence that investors can rely on—now, and over the long term.

We provide an array of separate account management and related services for institutions and accredited investors.

Our intellectual rigor helps us seek the best ideas for our clients, our integrity ensures that we always put their interests first, and our stability lets us stay focused on their goals as we pursue better investment outcomes.

The principle on which Thomas Rowe Price, Jr., founded the firm in 1937—that his company’s success should follow from the success it achieves for its clients—continues to guide us today. Our disciplined investment approach is rooted in proprietary research carried out by experienced professionals around the globe. To this approach, we bring a deep understanding of client needs and a long-term view that balances risk and reward. And we nurture a culture that encourages collaboration and diverse thinking.

Facts about T. Rowe Price as of June 30, 2023:
• CAD $1,853.9 billion1 in assets under management (over 50% institutional)
• Headquartered in Baltimore, MD U.S. with 25 offices in 16 countries across four continents
• Serves clients in over 52 countries
• 7,900+ associates worldwide
• Offers a full range of equity and fixed income strategies across various market capitalizations, sectors, styles, and regions
• Management Committee members average 14 years’ tenure
• Investment portfolio managers average 17 years’ tenure
• Publicly traded, independent organization with substantial associate ownership (NASDAQ-GS: TROW)
• Solid balance sheet with no long-term debt

¹Firmwide AUM includes assets managed by T. Rowe Price Associates, Inc. and its investment advisory affiliates. Assets under management are calculated in U.S. dollars and converted to Canadian dollars using an exchange rate determined by an independent third party.

IMPORTANT INFORMATION
Intended for Accredited Investors only. The value of an investment and any income from it can go down as well as up. Investors may get back less than the amount invested. Issued in Canada by T. Rowe Price (Canada), Inc. T. Rowe Price (Canada), Inc.'s investment management services are only available to Accredited Investors as defined under National Instrument 45-106. T. Rowe Price (Canada), Inc. enters into written delegation agreements with affiliates to provide investment management services.
202309-3110339

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