BLACKROCK
BlackRock’s purpose is to help more and more people experience financial well-being. As a fiduciary to investors and a leading provider of financial technology, we help millions of people build savings that serve them throughout their lives by making investing easier and more affordable.
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Website: www.blackrock.com
Twitter (X): @BlackRockCA
LinkedIn: blackrock
Facebook: BlackRock
YouTube: blackrock
CONTACT INFORMATION:
Tracey Grant, head of institutional client business, Canada
Tracey.grant@blackrock.com
FIDELITY CANADA
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.
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.
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Website: institutional.fidelity.ca
LinkedIn: @Fidelity Canada Institutional
CONTACT INFORMATION:
Stephanie Mariamo, VP, Institutional Business Development
stephanie.mariamo@fidelity.ca
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FRANKLIN TEMPLETON
Franklin Templeton is a global investment organization with a mission to deliver better client outcomes through investment expertise, wealth management, and technology solutions. Its network of independent investment teams offers specialized expertise across the investment landscape, backed by Franklin Templeton’s global resources and infrastructure. With a 75-year history, today the company serves clients in over 165 countries, managing over US$1.6 trillion in assets as of June 30, 2024.
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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.
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Website: www.mfs.com
CONTACT INFORMATION:
Christine Girvan, Senior Managing Director, Head of Canadian Distribution
cgirvan@mfs.com
SUN LIFE GLOBAL INVESTMENTS
In 2010 Sun Life Global Investments was purpose built to combine the strength of Sun Life with some of the best asset managers in the world. Since then, we’ve become a trusted wealth management firm for so many Canadians—managing over $39 billion across a diverse selection of retail mutual funds, pension funds and other institutional funds, including $12 billion in our flagship Sun Life Granite Target Date Funds (as of June 30, 2024). As part of the Sun Life group of companies we have access to a depth of resources, giving us (and ultimately our clients) unique advantages. We are driven by our goal to help plan sponsors deliver the best possible retirement for their members. And our unique advantages help us continually enhance our funds and develop new and innovative solutions to achieve this goal—to and through retirement.
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Website: https://www.slgiinstitutional.com/en/
CONTACT INFORMATION:
Anne Meloche, Head of Institutional Business
anne.meloche@sunlife.com
514.866.6287
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T.ROWE PRICE
At T. Rowe Price, we identify and actively invest in opportunities to help people thrive in an evolving world. As a premier global asset management organization, we’re deeply focused on our clients’ investment objectives, working closely with them to help achieve their long-term financial goals. We take an active approach to investing, offering our dynamic perspective and meaningful partnership so our clients can feel more confident. With more than 85 years of experience, we provide a broad range of investment solutions across equity, fixed income, and multi-asset capabilities for clients around the world—from individuals to advisors to institutions to retirement plan sponsors.
Championing an active, independent approach to investing
We’re independent thinkers, united behind an active and rigorous approach. With diverse perspectives, our investment professionals collaborate to identify market risks and opportunities that can give our clients sharper insights and an investment edge. But we do more than just analyze the numbers. We go beyond the numbers, leveraging best-in-class global research capabilities to uncover opportunities for investors that others might overlook.
Pursuing performance with principle
We’re committed to our clients’ success. That’s why we maintain a long-term view as we aim to deliver consistently strong performance for investors in up and down markets. Deep experience—through many market cycles—keeps us focused on what’s most important as markets shift. And we work together with our clients, providing a full range of solutions and vehicles to meet diverse needs and delivering the kind of dynamic perspectives investors need to stay ahead of change. This approach goes beyond investing. In every aspect of our business, clients can expect us to rely on principles that have stood the test of time.
Driving deliberate innovation
To meet the evolving needs of our clients, we create investment and retirement solutions in a way that’s forward-thinking and purposeful. For us, it’s not about being first. It’s about looking for ways to better serve clients. With embedded experts around the world, we’re constantly analyzing trends, studying client needs, and evaluating emerging opportunities so we can advance our capabilities and services in ways that drive the most value for our clients.
Building meaningful partnerships
We listen to understand our clients—and to learn. This helps us create deep partnerships. By understanding clients’ needs and delivering timely, actionable insights and solutions, we help them navigate change and achieve better outcomes. We see partnership as a two-way street, a place where clients’ goals meet T. Rowe Price expertise. From each insight to every investment, our singular focus is on our clients and their success.
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Website: troweprice.com/en/ca
LinkedIn: T. Rowe Price Canada
CONTACT INFORMATION:
Jonathan Flegg, vice president, institutional
Jonathan.Flegg@troweprice.com
Zaheed Jiwani, vice president, institutional
Zaheed.Jiwani@troweprice.com
BAILLIE GIFFORD
Baillie Gifford manages C$16.9 billion for over 60 Canadian clients. The firm has been in business for more than 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 March 2024
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.
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Website: www.capitalgroup.com
LinkedIn: Capital-group
CONTACT:
Kevin Martino, vice-president, Capital International Asset Management (Canada), Inc.
Kevin.Martino@capgroup.com
1-416-815-2128
CIBC ASSET MANAGEMENT
CIBC Asset Management (CIBC AM) is the asset management subsidiary of CIBC. Dedicated to being the leader in client relationships, CIBC AM provides a range of high-quality investment management services and solutions to retail and institutional investors. Offerings include a comprehensive platform of mutual funds, strategic managed portfolio solutions, discretionary investment management services for high-net-worth individuals and institutions. CIBC AM is one of Canada's largest asset management firms, with over $232 billion in assets under administration as of June 30th, 2024.
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Website: www.cibc.com/en/asset-management/institutional
LinkedIn: cibc-asset-management
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DESJARDINS
The Desjardins difference: Our thoughtful approach
Desjardins was founded over 120 years ago as a cooperative financial group to enrich the lives of people and communities. This founding principle remains true to who we are today and what you can expect from us. We’re constantly growing and currently have more than 58,000 employees across Canada with more than 10,000 located outside Quebec.
We believe physical health and financial wellness go hand in hand, so we’re committed to helping your employees aspire towards overall wellness and financial empowerment.
Recognizing the rapidly changing retirement landscape and plan members’ ever-evolving needs, we’ve redefined retirement savings. We want to provide thoughtful Group Retirement Savings (GRS) solutions that put people first. Our investment platform is built for people and by people, with funds that are proactively researched, vetted and curated to drive maximum engagement, and responsible investment (RI) solutions that connect plan sponsors and plan members to the values that matter to them. With an experienced, attentive team who leverages our knowledge and good governance to handle your business with care, we offer you the best possible insights for the best possible outcomes.
Our modern take on savings is an experience-focused one that encourages healthy financial habits and peace of mind. By helping plan members prepare for life’s surprises and reach their short- to long-term savings goals, we’re setting them on track to retirement readiness.
At Desjardins, we take great care to support each member of your organization, so that we can make all the difference to your collective success.
*As of March 2024
LEARN MORE:
Website: desjardinslifeinsurance.com/yourbestinterests
Facebook: Desjardins Group
Twitter: @DesjardinsGroup
LinkedIn: Desjardins
Instagram: @desjardinscoop
Website: www.desjardinslifeinsurance.com
CONTACT INFORMATION:
Nadia Darwish, vice-president, business development & client relationships, Group Retirement Savings
Tel: 416-926-2700 ext : 5595019
Fax: 416-926-2667
Home Office Address:
95 St-Clair Avenue West, 8th floor
Toronto, Ontario
M4V 1N7
Nadia.Darwish@dfs.ca