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.
LEARN MORE:
Website: institutional.fidelity.ca
LinkedIn: @Fidelity Canada Institutional
CONTACT INFORMATION:
Vincent Yu, director of institutional client management
vincent.yu@fidelity.ca
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 January 31, 2024.
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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.
LEARN MORE:
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.
LEARN MORE:
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