ACADIAN ASSET MANAGEMENT LLC
Acadian Asset Management is a global, systematic institutional investment manager. Founded in 1986, Acadian is headquartered in Boston, with affiliates located in London, Singapore, and Sydney. Acadian’s edge is at the convergence of experienced investors and economic insights; data-driven research and innovation; and the computational power and analytical tools enabling us to tackle complex investment challenges for our clients.
Building on the idea that markets are systematically mispriced, we were among the first firms in the world to apply data and technology to the systematic evaluation of global investments. With over 35 years of data-driven insights, we manage equity and credit strategies intended to deliver active returns and alternative strategies designed to deliver absolute, uncorrelated results. Our sustainable investing capabilities provide a platform for both client-specific solutions and a cutting-edge approach to engagement. A rigorous research agenda, sophisticated forecasting and portfolio construction tools, and a culture of collaboration underpin continuous innovation.
CONTACT INFORMATION:
Matthew Carson, CFA
Senior Vice President, Director
617 598 6861
mcarson@acadian-asset.com
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ALLIANCEBERNSTEIN
AllianceBernstein (AB) is one of the largest global investment-management firms in the world, with $646 billion in assets under management as of December 2022. Whether you’re a global institution, financial advisor or high-net-worth individual, we’re committed to being your most valued partner. We foster a diverse, connected, collaborative culture that encourages intellectual curiosity and differentiated insights. We embrace innovation to address increasingly complex investing challenges. And we pursue responsibility at all levels of the firm—from how we work to the solutions we design for clients. At AB, we’re fully invested in delivering better outcomes.
Diverse Needs…Diverse Solutions
We work closely with clients to define and achieve their financial goals. As markets and needs evolve, we provide global perspective, independent research and investment discipline. Every client, everywhere, can benefit from access to our firm’s full resources. Today, our investment strategies span all markets and asset classes—creating a diverse and strategic balance of global services.
• Fixed Income: We bring together innovative research and forward-looking perspective across our suite of global, regional, multi-sector and single- sector fixed-income services to solve our clients’ most complex and unique investment challenges.
• Equities: Driven by distinctive research insights, we provide a comprehensive suite of equity strategies across geographies, capitalization ranges and investment styles—each focused on achieving outcomes that matter to our clients.
• Multi-Asset: We design and deliver a full range of integrated, dynamic multi-asset solutions tailored to the needs of each client, helping keep them ahead of the evolving investment landscape.
• Alternatives: Bringing together independent agility and institutional strength, we provide nontraditional investments and strategies to help diversify portfolios with new sources of risk and return.
LEARN MORE:
Website: Alliancebernstein.com
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AVIVA INVESTORS
Aviva Investors is a global asset manager with over £223 bn of AUM* managed in real asset, fixed income, equity, multi-asset and alternative investments in 14 countries*. Our clients can benefit not only from our significant local knowledge and experience, but also from the extensive global investment resources at our disposal. Responsibility is incorporated at all levels of our organization: understanding the factors, risks and opportunities in ESG helps us to be better investors and delivering the investment results our clients expect.
The value of an investment is subject to increases and decreases. Investors may not recover the amount originally invested. * Data as at 31 December 2022.
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BNY MELLON INVESTMENT MANAGEMENT
BNY Mellon Investment Management is a leading investment manager, with $1.9 trillion* in assets under management as of June 30, 2023. Through an investor-first approach, the firm brings to clients the best of both worlds: specialist expertise from eight specialist investment managers offering solutions across every major asset class, backed by the strength, stability, and global presence of BNY Mellon.
Investment services in Canada are offered through BNY Mellon Asset Management Canada Ltd. (BNYM AM Canada),registered as a Portfolio Manager and Exempt Market Dealer in all provinces and territories of Canada and as a Commodity Trading Manager in Ontario. BNYM AM Canada is an indirect wholly-owned subsidiary of The Bank of New York Mellon Corporation. This information has been provided by BNYM AM Canada for use with institutional investors only and may not be redistributed without authorization.
BNY Mellon Investment Management is a division of BNY Mellon, which has $46.9 trillion in assets under custody and/or administration as of Jun 30, 2023. BNY Mellon can act as a single point of contact for clients looking to create, trade, hold, manage, service, distribute or restructure investments. BNY Mellon is the corporate brand of The Bank of New York Mellon Corporation (NYSE: BK).
*This includes Wealth Management.
Unless otherwise indicated, all financial data is shown in USD.
LEARN MORE:
Website: www.bnymellon.com
Twitter: @BNYMellon
LinkedIn: Franklin Templeton
For the latest company news: www.bnymellon.com/newsroom
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FIDELITY INVESTMENTS
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.
Philosophy and Approach
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.
Research Excellence
Our global research capabilities and portfolio construction expertise allows us to combine investment insights and our unique perspectives into actionable solutions to meet the needs of our clients.
Proprietary Insights & Unrivalled Access
• Exclusive access to in-house research, unavailable to others.
• Unparalleled access to company management, central bankers and policymakers around the world.
• Our analysts carry out on-the-ground research—visiting companies and speaking to customers, competitors, suppliers and independent experts to gain conviction.
360° Views on Companies
• We combine insights from equity and credit research to form a 360° view on companies.
Client-Focused Alignment
• A commitment to understanding each client’s business, goals and expectations
• Long-term value creation aligned with our clients’ goals
• A client-service culture focused on accountability, accessibility and transparency
We have the experience to develop the investment solutions that are right for you.
CONTACT INFORMATION:
Catherine Dimitriadis
Vice President, Institutional sales
1-416-217-7657
catherine.dimitriadis@fidelity.ca
David Shedd
Vice President, Institutional sales
1-416-806-0293
david.shedd@fidelity.ca
FRANKLIN TEMPLETON
Franklin Templeton is a global investment management organization serving clients in more than 155 countries. The California-based company has over US$1.4 trillion (over CAN$1.8 trillion) in assets under management as of September 30, 2023.
LEARN MORE:
Website: franklintempleton.ca
Twitter: @FTI_Global
LinkedIn: Franklin Templeton
Facebook: Franklin Templeton
Read the Beyond Bulls & Bears blog.
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SLC MANAGEMENT
SLC Management is a global institutional asset manager of Sun Life that offers institutional investors traditional, alternative and yield-oriented investment solutions across public and private fixed income markets, as well as global real estate equity and debt and infrastructure equity. We offer these fixed income and real assets solutions through five specialty managers: SLC Fixed Income, BGO, Crescent Capital Group, InfraRed Capital Partners, and Advisors Asset Management (AAM).
As of June 30, 2023, SLC Management has assets under management of C$361 billion and AAM represents an additional approximately C$50 billion in assets under administration.
LEARN MORE:
Website: slcmanagement.com
LinkedIn: Franklin Templeton
CONTACT INFORMATION:
Catherine Jackman, CFA
Managing director, business development
SLC Management
1 York Street, Suite 1100, Toronto, ON Canada M5J 0B6
437-997-5539
catherine.jackman@slcmanagement.com
Véronique Lauzière, FCIA, FSA, CFA
Managing director, business development
1155 Metcalfe St, Montreal, QC, Canada H3B 2V6
438-342-1226
veronique.lauziere@slcmanagement.com
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STATE STREET GLOBAL ADVISORS
For four decades, State Street Global Advisors has served the world’s governments, institutions and financial advisors. With a rigorous, risk-aware approach built on research, analysis and market-tested experience, we build from a breadth of index and active strategies to create cost-effective solutions. And, as pioneers in index, ETF, and ESG investing, we are always inventing new ways to invest. As a result, we have become the world’s fourth-largest asset manager* with US $3.8 trillion† under our care.
*Pensions & Investments Research Center, as of 12/31/22.
†This figure is presented as of June 30, 2023 and includes approximately $63 billion USD of assets with respect to SPDR products for which State Street Global Advisors Funds Distributors, LLC (SSGA FD) acts solely as the marketing agent. SSGA FD and State Street Global Advisors are affiliated. Please note all AUM is unaudited.
LEARN MORE:
Website: SPDR Exchange Traded Funds (ETFs) | SSGA
Twitter: @StateStreetETFs
LinkedIn: State Street SPDR ETFs
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TRANS-CANADA CAPITAL INC.
Trans-Canada Capital (TCC) is an asset management firm specializing in innovative investment strategies for institutional investors. Since 2009, the team has successfully managed the pension assets of Air Canada, one of the largest corporate pension plans in the country. Over the years, we have earned an enviable reputation by generating superior returns through strategies focusing on alpha generation in a rigorous risk-controlled framework. With C$27 billion in assets under management*, more than 100 investment professionals based in Montreal and Toronto, and a complete range of alternative solutions, TCC is well positioned to meet the needs of investors seeking steady returns.
One team, no silos
Our team approach means that all investment choices are made by a team of investment professionals with strong, diverse and complementary backgrounds. We are focused on constantly introducing new investment ideas and exploring promising opportunities.
Product Offering
• Fixed Income: Sophisticated strategies to generate added-value, control undesired risks and further diversify active bets
• Equities: Diversified sources of alpha within equity strategies, including long only, and long/short equity funds
• Alternative: Easy and immediate access to a diversified private markets portfolio
• Absolute Return: Internally and externally managed funds, investing in a wide range of financial instruments
CONTACT INFORMATION:
Jean-François Milette
jfmilette@transcanadacapital.com
514-397-7370
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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.
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Academic Sponsor Profile
RUSSEL INVESTMENTS
Russell Investments Canada Limited provides Canadian pension plans, endowments and foundations with capital market insights, manager research, portfolio construction and implementation services. With over 30 years’ experience in Canada, we understand the pressures Canadian institutional investors face and can provide customized solutions for transition management, overlay services and currency management as well as investment outsourcing (OCIO).
Globally, we've worked with many of the world’s leading institutions providing everything from complete investment and implementation services to specific solutions that work alongside your own in-house capabilities.
Building on an 86-year legacy of continuous innovation to deliver exceptional value to clients, Russell Investments works every day to improve the financial security of its clients. The firm has $390 billion in assets under management (as of 3/31/2023) for clients in 30 countries. As a consultant to some of the world’s largest pools of capital, Russell Investments has $1.3 trillion in assets under advice, assets traded around $2.9 trillion and managed 133 transition events in 2022 through its Customized Portfolio Solutions team*. Headquartered in Seattle, Washington, Russell Investments has offices in 17 cities around the world, including in Toronto, New York, London, Tokyo and Shanghai.
Figures represented in CAD. *As of 12/31/2022
LEARN MORE:
Website: www.russellinvestments.com/ca/institutional
LinkedIn: @Russell Investments Canada
CONTACT INFORMATION:
Chris Wright, Director, institutional sales
1-416-640-2482
cwright@russellinvestments.com
Russell Investments is the operating name of a group of companies under common management, including Russell Investments Canada Limited.
Russell Investments is the operating name of a group of companies under common management, including Russell Investments Canada Limited. Russell Investments' ownership is composed of a majority stake held by funds managed by TA Associates, with a significant minority stake held by funds managed by Reverence Capital Partners. Certain of Russell Investments' employees and Hamilton Lane Advisors, LLC also hold minority, non-controlling, ownership stakes.
Frank Russell Company is the owner of the Russell trademarks contained in this material and all trademark rights related to the Russell trademarks, which the members of the Russell Investments group of companies are permitted to use under license from Frank Russell Company. The members of the Russell Investments group of companies are not affiliated in any manner with Frank Russell Company or any entity operating under the “FTSE RUSSELL” brand.
Copyright © Russell Investments Canada Limited 2023. All rights reserved.
Golf Sponsor Profile
WILLIAM BLAIR
Eighty-Eighty Years as an Independent Investment Manager
William Blair is committed to building enduring relationships with our clients. As a fiduciary of institutional clients, we work closely with private and public pension funds, endowments, foundations, sovereign wealth funds, as well as other financial institutions. We are 100% active-employee-owned with broad-based ownership. Our experienced, investment teams are solely focused on active management and employ disciplined, analytical fundamental research processes across a wide range of strategies. William Blair is headquartered in Chicago with offices around the world providing expertise and solutions to meet our global clients’ evolving needs.
Intrinsic Strengths
In our view, the firm’s partnership structure, collegial and “client first” culture are critical factors to our success. These characteristics assist in attracting and retaining our seasoned investment professionals. With long-tenured portfolio managers and research analysts, our portfolios have been managed by some of the most stable investment teams in the world providing for consistent application and repeatable investment processes.
Diverse Thought Drives Strong Outcomes
• Diverse leadership teams: Investment Management led by women for over 20 years
• Received 100% score on the Human Rights Campaign’s Corporate Equity Index1 for the second consecutive year
LEARN MORE:
U.S. Active Never Rests microsite: https://active.williamblair.com/
Twitter: @WilliamBlairIM LinkedIn: William Blair Investment Management YouTube: @WilliamBlairInvMgmt
CONTACT INFORMATION:
Jason Stefanelli, Director, Head of Canada
617-784-5662
jstefanelli@williamblair.com
1 Human Rights Campaign’s Corporate Equality Index is the national benchmarking survey and report measuring company polices and practices related to LGBTQ workplace equality.
Keynote Sponsor Profile
LINCLUDEN INVESTMENT MANAGEMENT
Lincluden Investment Management has provided discretionary investment management since 1982. We employ traditional, value-based investment principles across a range of equity, fixed income, real estate and balanced portfolios. Lincluden clients have benefited from over 40 years of solid risk-adjusted performance. Through superior security selection, effective risk management, diligent research and a rigorous portfolio management process, we strive to maintain this high level of performance for our clients each and every day. Lincluden manages assets for a variety of institutions including pension funds, unions, foundations, endowments, First Nations and long-term health and disability funds.
At Lincluden our only business is managing client assets offering clients the investment focus of a highly experienced entrepreneurial team of investment professionals along with the personal service and attention to client goals that only a boutique can offer.
As value investors, we believe that financial markets are efficient in the long run but can be inefficient in the short and medium term. The investment process that we employ focuses on identifying mispriced securities to create diversified client portfolios that will outperform over time. Our goal is to identify securities that trade at a discount to our appraisal of their intrinsic or true economic value. This approach acts as a buffer from further price declines and offers the potential for greater capital appreciation.
We invest with a long-term focus, we perform our own research and we follow a strict price discipline when purchasing and selling securities. Performing our own research gives us the conviction to construct focused portfolios of our best ideas.
Lincluden’s clients have benefited from:
• A focus on preserving clients’ capital.
• A culture of integrity.
• The firm’s long-standing tradition of ensuring that client portfolios are entrusted to an investment management team with a demonstrated performance track record, experience in a range of market environments and a commitment to the firm’s investment disciplines.
VALUE DRIVEN, CLIENT FOCUSED