CIBC Mellon is a Canadian company exclusively focused on the investment servicing needs of Canadian institutional investors and international institutional investors into Canada. As at December 29, 2023, CIBC Mellon had more than C$2.6 trillion of assets under administration on behalf of banks, pension funds, investment funds, corporations, governments, insurance companies, foreign insurance trusts, foundations and global financial institutions whose clients invest in Canada.
MFS Investment Management serves investors all 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.
Cortland Credit is a leading Canadian asset manager focused on short-term private debt. We provide financing solutions to established companies across Canada, the US and Western Europe looking to scale and develop their business.
Our expertise and collective experience in the field allow us to leverage deep origination networks and operate across the spectrum of borrowers, evaluating opportunities on a case-by-case basis. Our conservative underwriting is underpinned by strong collateral support and detailed oversight of our borrower’s operations, giving assurance to ourselves and our investors of the protection of their capital. At Cortland, we focus on senior-secured, floating rate loans that are generally less than 1 year in term, as we believe this asset class offers the best risk-adjusted returns available in private debt markets. The strategy attracts most of its AUM from Canadian institutions that use this strategy for diversification, yield enhancement and duration mitigation.
Since 1971, Canadian Urban Limited has earned a reputation as one of Canada’s most trusted real estate investment and asset management firms. With offices in Markham, Ontario and Edmonton, Alberta, Canadian Urban’s portfolio consists of prime income-producing properties located from British Columbia to Nova Scotia. Our specialization in exemplary small to mid-size properties is recognized by Morgan Stanley’s *MSCI Property Index, which ranks Canadian Urban 1st in income returns from 2000-2021 inclusive.
Our performance reflects Canadian Urban’s ability to identify, acquire and manage ‘Core’ and ‘Core-Plus’ commercial real estate with strong income and appreciation potential. With our proprietary ‘Return To Core’ program and deep analytical capability, we can quickly deploy new investment capital towards Canadian real estate opportunities which reflect our clients’ investment mandate. Institutional governance standards – including an independent fiduciary Board and external financial audits – protect our clients’ investments, which are further enhanced by our commitment to meaningful ESG (Environmental, Social, & Governance) goals within each of our business units.
Recent economic and geopolitical uncertainties continue to challenge the investment community’s ability to generate Alpha, while preserving the value of their underlying assets. Given the need for enhanced portfolio rebalancing and inflation hedging, Canadian Urban recently opened our ‘CU7’ Real Estate Fund to new investors. CU7 is founded upon a commercial real estate portfolio we’ve managed since 2011. Under our stewardship, this portfolio has generated a total return of 14.9% IRR, including a 4.9% cash yield. Canadian Urban invites qualified investors to participate in this stable, income-producing Fund.
*Morgan Stanley’s MSCI Canadian Property Index ranks Canadian Urban 1st overall for Income Returns & 5th overall in Total Returns, from 2000-2021 inclusive.
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
Proprietary Insights & Unrivalled Access
360° Views on Companies
Client-Focused Alignment
We have the experience to develop the investment solutions that are right for you.
