| Aberdeen Asset Management PLC is a global investment management group, managing assets for both institutional and retail clients from 33 offices in 25 countries around the world. Our goal is to deliver strong investment performance and exceptional client servicing across diverse asset classes in which we believe we have a sustainable competitive advantage.
We operate independently which allows us to focus solely on the needs of our clients. As at March 31, 2015, we had over CA$621.6 billion of assets under management, with clients accessing our investment expertise in equities, fixed income, property and alternative solutions.
In Canada, subsidiaries of Aberdeen Asset Management PLC currently manage over CA$16 billion in assets as at March 31, 2015. The largest segments of our client base represent pension plans and sub-advisory relationships with some of the largest financial institutions in Canada. We also manage assets for universities, foundations and insurance companies.
Source: Aberdeen Asset Management PLC, March 31, 2015
Aberdeen Asset Management (“AAM”) is the marketing name in Canada for Aberdeen Asset Management Inc., Aberdeen Fund Distributors, LLC, Aberdeen Asset Management Asia Ltd and Aberdeen Asset Management Canada Limited. Aberdeen Asset Management Inc. is registered as a Portfolio Manager in the Canadian provinces of Ontario, Nova Scotia and New Brunswick, and as an Investment Fund Manager in the Canadian provinces of Ontario, Quebec, and Newfoundland and Labrador. Aberdeen Asset Management Asia Limited and Aberdeen Asset Management Canada Limited are registered as Portfolio Managers in Ontario. Aberdeen Fund Distributors, LLC operates as an Exempt Market Dealer in all provinces and territories of Canada. Aberdeen Fund Distributors, LLC and Aberdeen Asset Management Canada Limited are wholly owned subsidiaries of Aberdeen Asset Management Inc. Both Aberdeen Asset Management Inc. and Aberdeen Asset Management Asia Ltd. are wholly owned by Aberdeen Asset Management PLC.
| Baillie Gifford Overseas Ltd.
Baillie Gifford manages C$9.5* 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 a variety of non-pension plans.
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 and as investment management is our only business we have no conflicts of interest, which gives an extra clear focus to our clients’ needs.
Our structure combines the best of experience and international comparison. We believe that our analysis of individual business has added the most value for our 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.
97 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 December 31, 2013
| BNP Paribas Investment Partners is the dedicated, autonomous asset management business of BNP Paribas Group and offers the full range of asset management services to both institutional and retail clients around the world. A client-centric organization, BNP Paribas Investment Partners is structured around three client segments: institutional, intermediary distributors, and clients in emerging markets. We have some 700 investment professionals globally, each specializing in a particular asset class or product type. Our institutional business line provides global and regional multi-asset, equity and fixed income solutions to institutional investors. Fischer Francis Trees & Watts (FFTW) is a wholly-owned subsidiary of BNP Paribas Investment Partners and is dedicated to managing global fixed income strategies.
As of December 31, 2014, BNP Paribas Investment Partners had over CAD 699 billion of assets under management and advisory, of which CAD 468 billion was for institutional clients including: pension funds; central banks; sovereign wealth funds and supranational organizations; insurance companies; corporates; and, endowments and foundations.
Critical to how we manage our relationships with our clients – and their assets – is our thorough analysis and understanding of local markets. We have investment professionals dedicated to institutional clients based in all the major European countries as well as Asia Pacific, Latin America and North America. We seek to develop true partnerships with our clients, and promote a culture dedicated to achieving investment excellence.
| Bonnefield is Canada’s only national farmland investment management and property management company. Our goal is to protect the sustainability of farmland for farming while increasing its long-term value. We work with Canadian farm operators to help them diversity their assets and grow without debt while promoting good farming practices and wise business choices. We provide individuals and institutions with the means to invest in and hold farmland for long-term capital appreciation and income. Bonnefield is headquartered in Ottawa, Canada with offices in Toronto.
| Russell Investments (Russell) ) is a global asset manager and one of a few firms that offers actively managed multi-asset portfolios and services that include advice, investments, and implementation. Working with institutional investors, financial advisors and individuals, Russell's core capabilities extend across capital market insights, manager research, portfolio construction, portfolio implementation, and indexes.
Russell Investments Canada Limited was established in Toronto in 1985. It is a wholly-owned subsidiary of Frank Russell Company, which was established in 1936. Russell has more than CAD 315.7 billion in assets under management (as of December 31, 2014) and works with over 2,500 institutional clients, independent distribution partners and individual investors globally.
Russell began providing consulting services in 1969 and launched its investment management business in 1980 leveraging its research of outside managers to create an investment process for a broader range of institutional investors. As a consultant to some of the largest pools of capital in the world, Russell has CAD 2.8 trillion in assets under advisement (as of December 31, 2014). It has more than four decades of experience researching and selecting investment managers and over the previous twelve months (as of December 31, 2014) had 3542 evaluation sessions with managers around the world to evaluate products. Over 2014 Russell managed 733 transition events representing over CAD 917.7 billion through its Implementation Services business. Russell is headquartered in Seattle, Washington, USA, and has offices around the world.
Nothing in this publication is intended to constitute legal, tax securities or investment advice, nor an opinion regarding the appropriateness of any investment, nor a solicitation of any type. This information is made available on an "as is" basis. Russell Investments Canada Limited does not make any warranty or representation regarding the information.
Russell Investments Canada Limited is a wholly owned subsidiary of Frank Russell Company and was established in 1985. Russell Investments Canada Limited and its affiliates, including Frank Russell Company, are collectively known as "Russell Investments".
Russell Investments and its logo are trade names and registered trademarks of Frank Russell Company, a Washington USA corporation, which operates through subsidiaries worldwide and is part of the London Stock Exchange Group. They are used under a license by Russell Investments Canada Limited.
Copyright © Russell Investments Canada Limited 2015. All rights reserved. This material is proprietary and may not be reproduced, transferred, or distributed in any form without prior written permission from Russell Investments.
|Schroders is a global asset management firm with over 200 years of investment experience. As an active, research-driven manager with a singular focus on investment excellence, Schroders’ success is founded on a dedication to thought leadership, world-class resources and a research capability that sets us apart from the competition. As of March 31, 2015 Schroders managed approximately $474.3 billion globally. Schroders provides a full range of domestic, international and global investment management products: from traditional cash management, to equity and fixed income strategies, as well as a variety of quantitative and active alpha solutions, alternative investments and multi-asset solutions designed to meet the evolving needs of sophisticated investors. Our investment capabilities span global, developed and emerging markets, and are supported by extensive in-house resources that include research teams, analysts, economists and portfolio managers—network of more than 420 professionals throughout 37 offices in 27 countries—one of the largest office networks of any dedicated asset management company.|
|Scotia Institutional Asset Management seeks to provide progressive and innovative solutions to the challenges facing institutional clients, including pension funds, non-profits, foundations and corporations. We believe today’s institutional money managers must offer specific and relevant solutions. Recognizing that our clients’ needs are often unique allows us to employ our traditional and alternative solutions optimally. We operate with the clear goals of generating investment success for our clients, thereby forming deep and valued relationships. The investment teams’ investment capabilities include fixed income, equity, customized de-risking, real assets and liquid alternatives. Scotia Institutional Asset Management is a division of 1832 Asset Management L.P., a wholly owned subsidiary of Scotiabank.|
| Alignvest Investment Management (AIM) brings institutional quality, total portfolio management capabilities to asset owners. AIM’s investment approach is based on core investment principles and draws on best practices developed at leading global institutional investment organizations.
| Aurion Capital Management is one of the industry’s leading institutional investment management firm. Based in Toronto, with over $12 billion in combined asset under management and under fiduciary investment management. The firm was incorporated in 1996 and specializes in Fixed Income, Real Estate, Equities, Currency and Investment Solutions for some of Canada’s largest pension plans and also manages portfolios for sub advisory and private client mandates. Aurion Capital is a wholly owned subsidiary of Scotiabank under the Global Asset Management business.
|InvestorLiterature.com is a subscription service for reviews of institutional investment literature. The reviews cover a wide range of investment topics, published on this website at the rate of 12 a year.|
| Unigestion is an asset manager that seeks to maximise returns through risk management for a limited number of institutional investors and high net worth families.
We believe that risk management is the driver of long-term performance for our clients. Risk management lies at the heart of all our investment strategies. With over half of our assets managed through segregated mandates, we have a proven ability to understand our clients’ objectives and design strategies tailored to their needs.
We align our interests with those of our clients by investing our capital in the strategies that we manage for them, thereby developing partnerships with them.
We are privately-owned with a majority of the equity controlled by our senior management and focus solely on asset management. Both these attributes enable us to take a long-term perspective and stay true to our convictions for the long-term benefit of clients. Established more than 40 years ago, we currently have USD 16.7 billion of assets under management. On average, the executives on our senior management team have been with the company for 17 years. We take staff retention seriously and encourage our employees to develop stable and long term partnerships with our clients.
With 184 employees from 20 nationalities, Unigestion is headquartered in Geneva and has offices in major financial centres around the world: Zurich, London, Paris, New York, Montreal, Toronto and Singapore. Data as at 31.12.2014 (estimated data for assets under management)
| Columbia Threadneedle Investments is a leading global asset management group that provides a broad range of actively managed investment strategies and solutions for individual, institutional and corporate clients around the world. We manage assets across developed and emerging market equities, fixed income, asset allocation solutions and alternatives.
Our priority is the investment success of our clients. We aim to deliver the investment outcomes our clients expect through an investment approach that is team-based, performance driven and risk aware. Our culture is dynamic and interactive and by sharing our insights across asset classes and geographies we generate richer perspectives on global, regional and local investment landscapes. The ability to exchange and debate investment ideas in a genuinely collaborative environment enriches our teams’ investment processes, and results in better informed investment decisions for our clients.
|Pavilion Advisory Group provides tailored advice, strategies and solutions for clients in every aspect of the investing process. With offices in Chicago, Indianapolis, Montreal, Toronto and Winnipeg, Pavilion Advisory Group offers advisory services and implemented or discretionary solutions to corporate and public plan sponsors (DB and DC), not-for-profit healthcare systems, higher education endowments, and private and public foundations. It advises on approximately $625 billion of institutional assets. Additionally, through a network of Private Wealth Counsellors across Canada, Pavilion Investment House, a division of Pavilion Advisory Group Ltd., provides comprehensive and customized wealth management solutions to high-net-worth individuals and family offices. Pavilion Advisory Group is a registered trademark of Pavilion Financial Corporation, used under license by Pavilion Advisory Group Inc. in the U.S. and Pavilion Advisory Group Ltd. in Canada.|
| The Canadian Gold Reserves and Canadian Silver Reserves Exchange Traded Receipt (ETR) Programs were established by the Royal Canadian Mint to provide a secure, efficient and convenient exchange traded investment directly in either physical gold or silver bullion. The Mint is a commercial federal Crown corporation founded in 1908 producing circulation, numismatic and bullion coins for the domestic and international markets. The Mint also operates full-service gold and silver refineries with a range of services from refining to assaying and secure storage. Gold and Silver ETRs are TSX listed in both CAD and USD under the ticker symbols MNT/MNT.U and MNS/MNS.U respectively. ETRs are eligible for all Canadian registered plan accounts. All bullion is held in custody at the secure facilities of the Royal Canadian Mint. Backed by the AAA credit rating of the Canadian government, each ETR constitutes a direct unconditional obligation of the Mint, an agent of Her Majesty in right of Canada. For more information on ETRs please visit our website at: www.reserves.mint.ca.
|TSX Private Markets is a dealer-to-dealer platform that facilitates capital raising and secondary trading in the Canadian exempt market. We offer our dealer clients the ability to distribute their private placement and prospectus exempt offerings through our network of approved Exempt Market Dealers and IIROC-Member Dealers. We also offer an anonymous voice-brokered secondary market for private company securities and unlisted public company securities, such as securities subject to a 4-month hold period. Our TSX Private Markets offering is complemented by an informational website: www.tsxprivatemarkets.com.|