At Franklin Templeton, we believe that success requires more than just expertise – it demands powerful partnerships. As a forward-thinking asset manager, we build dynamic relationships with our clients, understand their unique goals, and navigate the complexities of the market together. Our team leverages cutting-edge strategies and deep industry insights to unlock opportunities for growth. With Franklin Templeton by their side, investors don’t prepare for the future – they shape it.
Strategic acquisitions have built an industry leading range of capabilities across traditional and alternative asset classes. From stocks to bonds, ETFs, and across private equity, private debt, real estate, hedge funds and venture, we offer clients a singular access point to cutting edge strategies. We go beyond investing in single asset classes, and are able to create bespoke, outcome-oriented solutions for clients in each and every one of our segments. With more than 1,500 investment professionals, and offices in major financial markets around the world, we have over 75 years of investment experience and US$1.54 trillion in assets under management as of 30 April, 2025.
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.
Aviva Investors is a leading global asset manager that combines the breadth of our multi-asset, private and public market capabilities to deliver solutions that are designed to last. We operate across 9 countries with over USD $309* bn of AUM.
With an approach rooted in the principles of collaboration and commitment, we are experts in connecting the right investment capabilities with individual client needs. We use the full scope of our capabilities to design solutions that last – solutions that start with you.
The value of an investment is subject to increases and decreases. Investors may not recover the amount originally invested. * Data as at 31 March 2025.
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.
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 March 31, 2026, CIBC Mellon had more than C$3.4 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
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
Fiera Capital Corporation is an independent asset management firm with a growing global presence. We deliver customized multi-asset solutions across public and private market asset classes to institutional, financial intermediary and private wealth clients across North America, Europe and key markets in Asia. We strive to be at the forefront of investment-management science and we are passionate about creating sustainable wealth for clients. At Fiera Capital, we recognize that the investment landscape is constantly evolving. Our teams collaborate and seek to draw on the global industry’s most innovative and diverse offerings to craft strategies that meet the needs of every client, anywhere in the world. We have the ambition to extend our reach globally and the determination to provide the best solutions with excellence. As a public company, we seek to adhere to the highest governance and risk management standards and operate with transparency and integrity to create value for our customers and our shareholders over the long term.
Founded in 2015, Equiton is a private equity firm and growing leader in the multi-family residential space. We offer the Canadian institutional marketplace access to investment- grade real estate through our proven, high-performing investment solutions.
We believe that achieving success in private real estate investing requires a multifaceted perspective. Our extensive knowledge of local markets, a fundamentally grounded due diligence and valuation process, and an ongoing commitment to post-acquisition property management are some of the tenets that underpin our approach. Portfolios are constructed with a risk adjusted return profile objective of capital preservation coupled with income and growth potential across markets and economic cycles.
Ninety One is an independent, active global asset manager dedicated to delivering compelling outcomes for its clients, managing more than USD$170 billion in assets (as of 9/30/2024). Established in South Africa in 1991, as Investec Asset Management, Ninety One started with domestic investments in an emerging market. Following three decades of organic growth, in 2020, the firm demerged from Investec Group and became Ninety One. Today, Ninety One offers distinctive active strategies to institutions, advisors and individual investors around the world.
In the Americas, Ninety One offers a full range of investment strategies and solutions spanning equity, fixed income, multi-asset, sustainable and alternatives led by specialist teams that invest across global, emerging and frontier markets.
Ninety One aims to make a positive difference to people and the planet while delivering long-term investment returns. We do so through a robust and comprehensive integration of sustainability analysis and research into our investment processes.
For more information visit
Website
LinkedIn
Founded in 1989, Orbis is a specialized global investment firm with C$84 billion in assets under management as at 28 Feb 2026. 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 4.1% 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.
VIDA owns and operates over 2,700 units across 170 buildings in Canada. VIDA’s mission is to revolutionize affordable communities
by reimagining the way people interact with their housing. It’s about more than buildings—it’s about tapping into people and their potential. By getting people actively involved in sustaining the community they want to live in, VIDA creates jobs, keeps costs low, preserves affordability and helps people get ahead. VIDA is a Certified B Corp
Founded in Geneva in 1805, Pictet is a globally recognized independent leader in wealth and asset management, with a network of 31 offices worldwide, including a proud presence in Canada since 1974. Managing over USD 940 billion* in assets, Pictet provides a distinctive range of innovative investment solutions, focusing on areas where we create the most value for our clients. Our expertise spans thematic and specialist equities, emerging markets, European private assets, and hedge funds, offering tailored strategies designed to meet the diverse and evolving needs of investors.
With more than two centuries of experience, Pictet seamlessly blends forward-looking innovation with deep global market expertise to help clients navigate complexity and achieve their financial goals. Anchored by a commitment to excellence, independence, and a long-term perspective, Pictet is dedicated to building lasting partnerships and delivering sustainable value for clients, while preserving and growing wealth for generations to come.
For more information, please visit am.pictet.
*source Pictet Asset Management as at March 31, 2026
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
We have the experience to develop the investment solutions that are right for you.
PH&N Institutional
PH&N Institutional is among Canada’s most established institutional asset managers, with a long-standing focus on distinctive active management and high-quality service. Founded in 1964, we manage approximately $144 billion in assets (as of December 31, 2024) on behalf of governments, corporations, unions, not-for-profit organizations, family offices and Aboriginal communities throughout Canada. As the institutional business division within RBC Global Asset Management (RBC GAM) in Canada, we deliver solutions that combine PH&N Institutional’s client-centred portfolio and asset mix expertise with RBC GAM’s global investment capabilities in all major asset classes, including domestic and international fixed income and equities, as well as custom, specialty and alternative investment strategies.
Whatever your interest – investment management, comprehensive portfolio solution, or delegated services – please call to discuss the breadth and depth of our abilities.
Learn more:
Website: https://institutional.phn.com/
LinkedIn: https://www.linkedin.com/company/phn-institutional/
Contact information:
John Skeans, CFA
Managing Director & Institutional Portfolio Manager
institutions@phn.com
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.
Criteria
Green Key certified establishments meet a set of high standard environmental requirements. The Green Key criteria and their explanatory notes are available to all interested parties and can be downloaded below. We have developed criteria and explanatory notes for six Green Key categories (hotels and hostels, campsites and holiday parks, small accommodations, conference centres, restaurants, and attractions) covering the same 13 criteria areas.