Aberdeen Asset Management PLC is a global investment management group headquartered in Aberdeen, Scotland and was founded through a management buy-out in 1983.
With more than 30 years of investing expertise, Aberdeen has grown to be among the largest independent asset managers worldwide.
Aberdeen’s global investment teams use a fundamental, bottom-up approach to managing assets for third party institutions and private investors from 39 offices in 26 countries.
With over C$501.5 billion in assets under management (as of December 31, 2016) and capabilities in fixed income, equities, multi-asset, currency and property, Aberdeen’s goal is to deliver strong performance across a diverse range of asset classes.





AB strives every day to anticipate what’s next, with our collective insights driving innovation and better outcomes. A diverse group of clients, including institutions ranging from pension plans to sovereign wealth funds, has entrusted us with managing almost $480 billion in assets (as of 11/30/2016) across the globe. This gives us a better understanding of what really matters to investors. We harness our collective research insight to design, tailor and apply innovative strategies to specific objectives and time horizons—across all markets and asset classes. Our goal is to help our clients stay ahead of tomorrow.





Baillie Gifford manages C$14.6* billion for Canadian clients. The firm has been in business for over 100 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 20 years and provide a variety of international, emerging markets and global equity portfolios for public and corporate pension plans in Canada, as well as other institutional investors.
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. Investment management is our only business which enables us to have a clear focus on our clients’ needs and avoid conflicts of interest.
Our structure combines the best of experience and international comparison. We believe that our analysis of individual business has added the most value for 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.
105 professional investors travel the world in search of new stock ideas but have the added advantage of a common home base in Edinburgh where they can compare opportunities face to face with colleagues and deepen their analysis to mutual benefit. It is a well-tried and tested system which we believe will stand us in good stead as we embark on our second century of investment management for leading institutional clients.

* As of March 31, 2017





Barclays is a transatlantic consumer, corporate and investment bank offering products and services across personal, corporate and investment banking, credit cards and wealth management, with a strong presence in our two home markets of the UK and the US.
With over 325 years of history and expertise in banking, Barclays operates in over 40 countries and employs approximately 130,000 people. Barclays moves, lends, invests and protects money for customers and clients worldwide.
For further information about Barclays, please visit our website




Since their launch in June 2009, BMO Global Asset Management has emerged as one of the leading ETF providers in Canada. BMO ETFs is a diversified family of ETFs and includes a broad range of domestic and global investment solutions covering a full array of asset classes, sectors and regions. With more than 100 years of combined experience in managing institutional indexing and retail ETF strategies, BMO Global Asset Management’s 100% Canadian team of ETF experts scours the global marketplace for opportunities to strategically design and build an innovative family of ETFs. BMO ETFs are managed and administered by BMO Asset Management Inc., an investment fund manager and portfolio manager and a separate legal entity from Bank of Montreal.

About BMO Financial Group
Established in 1817, BMO Financial Group is a highly diversified financial services provider based in North America. With total assets of approximately $672 billion as of January 31, 2015, and more than 46,000 employees, BMO provides a broad range of retail banking, wealth management and investment banking products and services to more than 12 million customers and conducts business through three operating groups: Personal and Commercial Banking, Wealth Management and BMO Capital Markets.





BNP Paribas Asset Management is the autonomous asset management business of BNP Paribas group and offers the full range of asset management services to institutional and retail clients around the world. Our investment teams are focused on fixed income, equities, multi-asset and quantitative solutions and private debt and real assets. They are located in 23 countries across six continents. We began offering investment management services in 1964 and have been serving US clients since 1972. We had $590 billion in assets under management as of December 31, 2016.

To learn about our full range of investment capabilities, visit:





CIBC Asset Management (CIBC AM) is one of the largest asset managers in Canada with approximately $126 billion in assets under management (as at March 31, 2017). With a 40-year history of active management, we maintain a strong tradition of disciplined investment processes to prudently manage risk and develop innovative solutions across a spectrum of asset classes. At CIBC AM, we believe investment research guided by a rigorous and consistent process will yield better results for our clients. Our commitment to best-in-class research is demonstrated by large research teams with multiple sector and regionally focused analysts who are dedicated exclusively to industry research and security-specific idea generation. As the asset management subsidiary of CIBC, CIBC AM combines the flexibility and focus of a boutique firm, with the robustness and resources of CIBC, one of the strongest of major banks in North America.





ETF Global® (ETFG®) is a leading, independent provider of data, research, investment decision support applications, proprietary risk analytics and educational offerings for Exchange-Traded-Products. The ETFG research platform, which is driven by the ETFG Multi-Factor, Quantitative Model (ETFG Quant), supports the overall investment process with a variety of strategies and applications to pursue return, manage risk, utilize investment analysis and generate investment ideas.





With over US$834 billion† in assets under management and offices in 20 countries, Invesco is a leading independent global investment management company.
Invesco provides a comprehensive array of investment solutions for institutional investors across Canada and around the world. Our specialized investment teams deliver diversified strategies to meet our clients’ unique needs and financial objectives. Invesco’s investment capabilities range from equities and fixed income to alternatives, including real estate, private equity, multi-asset and risk parity.
With close to 20 years of experience serving the pension market in Canada and an in-depth knowledge of regulatory and market environments, we understand what it takes to help plan sponsors meet their fiduciary obligations. Engaging clients and consultants as partners, we tailor solutions to their unique needs to seek a sound financial future for the individuals and institutions we serve.
Invesco Ltd. is listed on the New York Stock Exchange (NYSE) under the symbol IVZ.

† As at March 31, 2017.





Founded in 1998, Lyxor Asset Management has implemented customized investment solutions based upon risk management and research. Headquartered in Paris, our firm is a wholly-owned subsidiary of Société Générale, one of Europe’s largest financial services organizations. The firm together with its subsidiaries employs approximately 600 people worldwide and manages more than USD 120 billion AuM as of February 28, 2017.





Majedie Asset Management, established in 2002, is an independent, award-winning investment boutique that actively manages equities for institutional investors, wealth managers and endowments across a range of UK and Global strategies. Majedie was founded by a team from Mercury Asset Management with a clear aim: simply to make money for clients.
We are proud of our long term track record – but remain as hungry to perform today as we were on day one. We are a genuine team with deep, specialist expertise in fund management, dealing, client service and administration. Importantly, Majedie equity is widespread throughout the business; we view ourselves as in partnership with our clients and here to stay. Similarly, our fund managers all have their own money invested in Majedie funds, further aligning our interests with those of our clients.
We view our capacity as scarce; we believe investment performance can rapidly suffer from diseconomies of scale if assets under management grow too large. We are determined to maintain this size advantage for our clients and have therefore limited the available capacity in each of our funds. Client service really matters to us: we are proud to have been named a ‘Greenwich Quality Leader’ in UK institutional investment management service quality. Greenwich Associates notes that Majedie has ‘made client service a top organizational priority and used their best-in-class service capabilities to help clients address their strategic issues’.
Assets under management total approximately C$23bn.





MSCI ESG Research products and services are provided by MSCI ESG Research LLC, and are designed to provide in-depth research, ratings and analysis of environmental, social and governance-related business practices to companies worldwide. ESG ratings, data and analysis from MSCI ESG Research LLC are also used in the construction of the MSCI ESG Indexes. MSCI ESG Research LLC is a Registered Investment Adviser under the Investment Advisers Act of 1940 and a subsidiary of MSCI Inc.


For more than 40 years, MSCI’s research-based indexes and analytics have helped the world’s leading investors build and manage better portfolios. Clients rely on our offerings for deeper insights into the drivers of performance and risk in their portfolios, broad asset class coverage and innovative research.
Our line of products and services includes indexes, analytical models, data, real estate benchmarks and ESG research.
MSCI serves 97 of the top 100 largest money managers, according to the most recent P&I ranking.
For more information, visit us at





The Mint is a commercial federal Crown Corporation producing circulation, numismatic and bullion coins for the domestic and international markets. Since 1908, the Royal Canadian Mint has earned a world-renowned reputation for quality, excellence and security. The Mint operates full-service gold and silver refineries with a range of services from refining to assaying and secure storage. The Royal Canadian Mint established the Canadian Gold and Silver Reserves program in order to provide an exchange-traded investment vehicle that tracks the price of gold (TSX:MNT) or silver (TSX:MNS) and makes investing directly in physical gold or silver available to institutional and retail investors. ETRs are listed on the TSX.





Russell Investments is a global asset manager and one of only a few firms that offers actively managed multi-asset portfolios and services which include advice, investments and implementation. Working with institutional investors, Russell Investments’ capabilities extend across capital market insights, manager research, portfolio construction and portfolio implementation including customized solutions for transition management, overlay services, commission management and currency management as well as investment outsourcing (OCIO).
Russell Investments has more than CAD$346.1 billion in assets under management (as of 12/31/2016). As a consultant to some of the largest pools of capital in the world, Russell Investments has CAD$3.1 trillion in assets under advisement (as of 6/30/2016). The firm has four decades of experience researching and selecting investment managers and meets annually with more than 3000 managers around the world. Russell Investments also traded more than CAD$2.7 trillion in 2016 through its implementation services business.
Headquartered in Seattle, Washington, Russell Investments operates globally with 21 offices, providing investment services in the world's major financial centers such as London, Paris, Amsterdam, Sydney, Tokyo, Shanghai, Toronto and New York. Russell Investments Canada Limited was established in Toronto in 1985.


Russell Investments is the operating name of a group of companies under common management, including Russell Investments Canada Limited. Copyright © Russell Investments Canada Limited 2017. All rights reserved. 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.





Schroders is a truly global asset management firm with a proud 210-year history and professionals in 37 offices across 27 countries. Schroders provides a full range of actively managed domestic, international and emerging market investment products: from equities to fixed income, and multi-asset- to alternatives. Our firm structure and investment philosophy are focused on strengthening the partnership with our clients over the long-term. Schroders offers innovative solutions by intelligently challenging global market practices in anticipation of what’s ahead. Schroders is also deeply committed to acting responsibly through its ESG initiatives and seeking to make a wider contribution to society.
Schroders has been managing assets for Canadian clients since 1994 with CAD$640.2 billion global assets under management as of September 30, 2016.





Offered by State Street Global Advisors (SSGA), SPDR ETFs are a comprehensive fund family of over 160 ETFs, providing investors with the flexibility to match virtually any market situation or investment need. Created in 1993, The SPDR S&P 500 (SPY) launched an entire industry, which now offers over 5000 ETFs across every conceivable asset class.
State Street Global Advisors has been committed to helping financial professionals and those who rely on them achieve their investment objectives. We partner with institutions and financial professionals to help them reach their goals through a rigorous, research-driven process spanning both active and index disciplines. We take pride in working closely with our clients to develop precise investment strategies, including our pioneering family of SPDR® ETFs. With trillions* in assets under management, our scale and global footprint provide unrivaled access to markets and asset classes, and allow us to deliver expert insights and investment solutions.
State Street Global Advisors is the investment management arm of State Street Corporation.


*Assets under management were $2.97 trillion CAD as of March 31, 2016.





Unigestion is a boutique asset manager with the scale to deliver global tailor-made investment solutions for thoughtful investors. Our core values – integrity, independence, excellence and guidance – are at the heart of everything we do. We are responsible for managing some USD 23bn in client assets across our four areas of expertise: equity, multi asset investing, private equity and alternatives. We believe that risk management is an enduring driver of long-term investment performance, and we therefore apply a risk lens to all our strategies.
Our tradition of research sets us apart. Unigestion’s ongoing research focus, as well as our collaboration with the world of academia, enables us to arrive at new ideas to the benefit of our clients.
With 230 employees from 25 countries, Unigestion has offices in Montreal, Toronto, Geneva, London, Paris, Jersey City, Paris, Singapore and Zurich.















speaking faculty:

Michael Augustine


Leo de Bever


Mark Fuller




Sheryl King

Dennis Lockhart

F.L. (Ted) Morton




Craig Wright

Heather Cooke

Marlene Puffer

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