Franklin Templeton is a global investment management organization serving clients in over 165 countries. Everything Franklin Templeton does has a single focus: to deliver better client outcomes through investment management expertise, wealth management and technology solutions. The company is made up of diverse and independent specialist investment managers that are entrepreneurial and practice true specialization. Through its specialist investment managers, the company brings extensive capabilities in equity, fixed income, multi-asset solutions and alternatives. The Investment teams are backed by global resources for analytics, sustainable investing capabilities, and risk management. With offices in more than 30 countries and approximately 1,300 investment professionals, the California-based company has 75 years of investment experience and over US$1.5 trillion (over CAN$1.9 trillion) in assets under management as of December 31, 2021. Franklin Templeton aims to offer the best of both worlds: global strength and boutique specialization. For more information, please visit franklintempleton.ca and connect with Franklin Templeton on Twitter, Facebook and LinkedIn, and read the Beyond Bulls & Bears blog.
Tikehau Capital is a global alternative asset management Group with €44.4 billion of assets under management
(at 31 March 2024).
Tikehau Capital has developed a wide range of expertise across four asset classes (private debt, real assets, private equity and capital markets strategies) as well as multi-asset and special opportunities strategies. Tikehau Capital is a founder-led team with a differentiated business model, a strong balance sheet, proprietary global deal flow and a track record of backing high quality companies and executives. Deeply rooted in the real economy, Tikehau Capital provides bespoke and innovative alternative financing solutions to companies it invests in and seeks to create long-term value for its investors, while generating positive impacts on society. Leveraging its strong equity base (€3.2 billion of shareholders’ equity at 31 December 2023), the Group invests its own capital alongside its investor clients within each of its strategies. Controlled by its managers alongside leading institutional partners, Tikehau Capital is guided by a strong entrepreneurial spirit and DNA, shared by its 778 employees (at 31 March 2024) across its 16 offices in Europe, Middle East, Asia and North America.
Amundi, the leading European asset manager, ranking among the top 10 global players¹, offers its 100 clients a complete range of savings and investment solutions in active and passive management, in traditional or real assets. This offering is enhanced with IT tools and services to cover the entire savings value chain. A subsidiary of the Crédit Agricole group and listed on the stock exchange, Amundi currently manages more than CAD 2.84 trillion of assets². With its six international investment hubs³, financial and extra-financial research capabilities and long-standing commitment to responsible investment, Amundi is a key player in the asset management landscape. Amundi clients benefit from the expertise and advice of 5,500 employees in 35 countries.”
[1] Source: IPE “Top 500 Asset Managers” published in June 2024, based on assets under management as at 31/12/2023.
[2] Amundi data as at 31/03/2024.
[3] Boston, Dublin, London, Milan, Paris and Tokyo.
BMO Asset Management is a multi-asset management business in Canada with over $158 billion on behalf of an array of Canadian clients. As a wholly owned subsidiary of BMO Financial Group, BMO AM enjoys the solid backing of a world class financial institution with a strong financial position. The business has a long and successful track record of managing portfolios at various levels, across a wide variety of asset classes and for unique client needs. BMO AM specializes in finding institutional quality solutions for: Foundations, Endowments, Indigenous trusts, Religious orders, Not for profits, Insurance companies, and Pension plans. Dedicated in its commitment to being a responsible investor, the business has a long heritage in responsible investing and is a long-standing member of the United Nations Principles for Responsible Investing (UNPRI).
The business has a long and successful track record of managing portfolios at various levels, across a wide variety of asset classes and for unique client needs. BMO AM specializes in finding institutional quality solutions for: Foundations, Endowments, Aboriginal trusts, Religious orders, Not for profits, Insurance companies, and Pension plans. Dedicated in its commitment to being a responsible investor, the business has a long heritage in responsible investing and is a long-standing member of the United Nations Principles for Responsible Investing (UNPRI).
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 June 30, 2024, CIBC Mellon had more than C$2.8 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. www.cibcmellon.com
The Quarry is a global multi-manager platform investing in alpha-oriented, relative value/market neutral strategies across multiple asset classes. The Quarry partners with portfolio managers who invest in absolute return strategies with distinct, uncorrelated sources of alpha. Through its open architecture partnership model, The Quarry allocates the majority of risk capital to external portfolio managers via separately managed accounts. The Firm’s robust, modern infrastructure provides centralized, real-time performance and risk management, in addition to unique investment structures that aim to provide asymmetric upside to investors.
The Quarry Flagship Fund was launched on September 15, 2022, by Chief Investment Officer, Peter Bremberg. Senior leadership brings experience from Millennium, Boothbay, Taconic and Goldman Sachs. The Quarry is headquartered in New York.
Man Group is a global investment management firm focused on pursuing outperformance for sophisticated clients via our Systematic, Discretionary and Solutions offerings. Powered by talent and advanced technology, our single and multi-manager investment strategies are underpinned by deep research and span public and private markets, across all major asset classes, with a significant focus on alternatives. Man Group takes a partnership approach to working with clients, establishing deep connections and creating tailored solutions to meet their investment goals and those of the millions of retirees and savers they represent. Headquartered in London, we manage $178.2 billion* and operate across multiple offices globally. Man Group plc is listed on the London Stock Exchange under the ticker EMG.LN and is a constituent of the FTSE 250 Index. * As at 30 June 2024
Founded in 1989, Orbis is a specialized global investment firm with C$53 billion in assets under management as at 31 Mar 2024. Our core skill is bottom-up stock selection using a fundamental, long-term and contrarian investment philosophy, and our primary offering includes four long-only equity strategies: Global (ACWI), International (ACWI ex-US), Emerging Markets, and Japan. Our flagship Global Equity Strategy has outperformed the MSCI ACWI Index by 4.0% p.a. (net of fees) since inception in 1990.
Our firm is structured to reinforce our investment philosophy and build close alignment with our clients. The controlling interest in Orbis is held by a philanthropic foundation established by our founder, which allows the firm to remain privately owned in perpetuity. We view private ownership as critical to ensure we have the freedom to act in the long-term interests of our clients. In addition, we have designed our investment process to emphasize individual decision making and accountability to encourage contrarian thinking. Finally, Orbis’ management and owners invest in the same pools and pay the same fees as our clients. This alignment of interests is reinforced by our unique refundable performance fees through which we refund fees to investors during periods of underperformance.
Learn more at www.orbis.com.
Pictet stands as a distinguished private Swiss financial institution with a global presence, including Canada, with USD 761 BN in total AUM or custody as of 31 March 2024. Our range of investment capabilities is pioneering and differentiated. We don’t do everything, rather we focus on the areas where we can add value for our clients. Pictet’s strategic capabilities are thematics & impact investing, quantitative and AI driven solutions, hedge funds and private assets.
Thematics & Impact Investing – Innovation driven by megatrends
Since the 1990s, our innovative thematic equity strategies have offered investors the opportunity to capitalise on the most powerful trends shaping our world. This approach has evolved into high-impact solutions investing in the transition to a sustainable future.
Quantitative and AI driven solutions
We offer evidence-based and scalable products and solutions by leveraging on the power of data & technology to deliver sustainable investment performance.
Hedge Funds- Uncorrelated and risk-focused
Focus on consistent, uncorrelated returns throughout cycles. Each strategy is managed by a highly focused and well-supported portfolio team. Our single-strategy offering spans market-neutral and directional equities as well as relative-value and event-driven fixed income. We have demonstrated uncommon strength in defensive strategies.
Private Assets
Whether in European Real Estate, Private Equity or Private Debt, our private asset franchise effectively utilizes Pictet’s extensive network of 19 offices across Europe and solid reputation with clients. This allows the investment teams to identify and engage in appealing off-market transactions and referrals. These transactions, and our dedicated local teams, bring substantial value to our European private market strategies.
For more information, visit assetmanagement.pictet
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.
Established in 1998, Desjardins Global Asset Management (DGAM) is one of Canada’s largest asset managers with in-house expertise in equity, fixed income and real assets (infrastructure, real estate) across a variety of investment styles and vehicles.
DGAM manages over CAN$107 billion in institutional assets on behalf of insurance companies, pension funds, endowment funds, non-profit organizations and corporations across Canada.
With offices in Montreal, Quebec City and Toronto, our team of over 90 investment professionals uses a collaborative approach, combining innovation, accessibility and discpline to design solutions tailored to the unique needs of our clients.
*At June 30, 2024
Founded in 1967, Mackenzie Investments is a leading Canadian global asset manager headquartered in Toronto, with additional investment teams in Boston, Dublin, Beijing and Hong Kong. Managing $195.7 billion in assets, we are committed to delivering strong investment performance and offering innovative portfolio solutions to our clients.
Our institutional relationships are built on the experience and unique perspectives gained through more than 40 years working with clients.
We are wholly owned by IGM Financial, one of Canada’s premier financial services companies. Through IGM’s controlling shareholder, Power Corporation, with $3.1 trillion in assets under advisement (AUA), we have access to partners and expertise from across Irish Life, Canada Life, Sagard and Power Sustainable.
A global leader in wealth and institutional financial services, our exclusive focus in Canada is on providing asset servicing and asset management solutions to institutional asset owners, investment managers, foundations and endowments. We combine regional insights with a global breadth of capabilities to support your needs. WHY WE’RE DIFFERENT Northern Trust Canada has been successfully servicing clients for over 35 years – including pension funds, investment managers, insurance companies, government agencies and corporations. Our rich heritage and intricate understanding of the region allows us to provide unique insights and strategic perspectives to our clients. At Northern Trust we have a continuous innovation program to ensure that we are delivering solutions to meet your current and future needs. This includes using the latest advances in analytics, technology solutions and big data. Our goal is to deliver strong and consistent service – allowing our clients to focus on what really matters to them. We have a long-standing presence in Canada and an unmatched staff of client-focused experts, all backed by more than 130 years of service, expertise and integrity.
