Partners 2019

 

Partners

 

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.
Assets under management total approximately C$25bn.

 

As an industry pioneer, State Street Global Advisors created the first US listed ETF in 1993. Since then, each new member of the SPDR ETF family has been built to reflect our intimate knowledge of the ETF market. We believe ETFs are about finding simple solutions to help meet investors’ needs. Out ETFs seek to provide a transparent way to access specific markets. Assets under management were CAD $3.485 trillion as of December 31, 2017 with respect to which State Street Global Advisors Fund Distributors (“SSGA FD”; US Fund Distributor) serves as the marketing agent; SSGA FD and State Street Global Advisors are affiliated.

 

 

BMO Global Asset Management (BMO GAM) is a multi-asset management business with offices in 14 countries focused on meeting the needs of investors across five continents. As a wholly-owned subsidiary of BMO Financial Group, BMO GAM enjoys the solid backing of a world class financial institution with a strong financial position.

In 2014 BMO acquired F&C Asset Management plc enhancing BMO GAM’s investment platform capabilities, and providing attractive opportunities to service wealth markets all around the world. BMO GAM is able to leverage ideas cross-border and bring more comprehensive solutions to our clients in Canada and around the globe.

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. We manage over C$327.5 billion1 in assets for institutional, retail and high net worth investors across a range of products from mutual funds and ETFs, through to tailored segregated portfolios. Furthermore, we manage over 150 strategies globally, including the world’s first collective investment vehicle launched in 1868.

1 December 31, 2018

 

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 over 30 countries across six continents. We began offering investment management services in 1964 and have been serving US clients since 1972. We had $646 billion in assets under management as of September 30, 2018.
To learn about our full range of investment capabilities, visit:
institutional.bnpparibas-am.com.

 

TD Asset Management (TDAM) offers investment solutions to corporations, pension funds, endowments, foundations and high net worth individuals, and we manage retail mutual fund assets on behalf of almost 2 million investors. With offices in Toronto, Montreal and New York, TDAM together with our affiliate, Epoch Investment Partners, Inc. oversees more than $353.6 billion1 of investments for our clients and is the largest manager of pension fund assets in Canada.2
TDAM has been in business for more than three decades, and over that time the investment landscape, investor needs and our range of offerings have all evolved. What has remained consistent is our focus on quality, our comprehensive risk management discipline and our commitment to applying the new thinking necessary to address our clients’ challenges.
We offer solutions to help meet a wide range of client needs and have a long track record of helping our clients meet their investment goals. Our broad selection of strategies and solutions includes fundamental, quantitative and passive portfolio management, as well as customizable services such as currency overlay and hedging, bond overlay, cash equitization, asset mix rebalancing and liability driven investment solutions.
Liability-driven investing
We have a history of applying new thinking to Liability-driven investing (LDI). From our approach to our solutions—such as our low volatility, bond overlay, private debt, inflation-linked, and multi-asset strategies—we continue to innovate to help our clients succeed.
We view LDI as a framework for making investment decisions. When taking an LDI approach, clients make a fundamental shift from focusing on market based benchmarks to actively managing relative to their liabilities, which means it is a dynamic and often evolving process. Recognizing each Canadian pension plan has different demographics and a unique liability risk profile, TDAM created these portfolios to act as building blocks in the construction of a liability hedging portfolio aligned with a plan’s future obligations.
We use our actuarial insights and experience, robust analytics tools and disciplined, outcome-focused portfolio construction techniques to design a strategy tailored to each client, and we apply our consistent, disciplined and repeatable portfolio management processes to the on-going daily management of our LDI client mandates.
1
Assets under management (AUM) as at October 31, 2017 forTDAssetManagement Inc., TDAM USA Inc. and Epoch Investment Partners, Inc. (Epoch). TD Asset Management operates through TD Asset Management Inc. in Canada and through TDAM USA Inc. in the United States. Epoch is an affiliate of TD Asset Management. All entities listed are affiliates and are wholly-owned subsidiaries of The Toronto-Dominion Bank.
2
The Top 40 Money Managers (as of June 30, 2017), Benefits Canada, November 2017.

 

As CMI’s underwriting arm, CLI is an Ontario-based private mortgage lender. We fund mortgages on residential properties located in major urban centers across Canada. CLI's goal is to provide fast & efficient service to the mortgage brokerage community for private mortgages. CLI offers flexible and fast financing, despite credit or income challenges, provided that there is strong real estate security.

With over $250M of successful placements in the last few years, with an ever-increasing upwards trajectory, CLI has become one of the leaders in the private mortgage lending sector. We have established many strong regional relationships with lawyers, appraisers, and real estate agents to ensure that our operations run smoothly and effectively. As we continue to expand across Canada, we are increasing the variety and scale of our loans and syndications.

We source, analyze and underwrite all investment opportunities presented to us. After careful analysis, only those matching our lending profile in terms of loan size, location, and yield are packaged and then presented to our investors. We then facilitate the closing via our experienced external law firms and continue to manage the investment after closing at no cost to our investor.

 

 

The First Trust companies are a well-respected global enterprise with a history in the U.S. market since 1991 and in Canada since 1996. First Trust Advisors L.P., the portfolio advisor for the First Trust AlphaDEX™ ETFs, has over US$125 billion at the end of January in assets under supervision or management. First Trust is the umbrella name used for the various businesses conducted in both Canada and the U.S.
FT Portfolios Canada Co. is headquartered in Toronto with sales and service capabilities across Canada. FT Portfolios Canada Co. is a privately owned company and an affiliate of First Trust Portfolios L.P. (FTP), a U.S. registered broker-dealer, and First Trust Advisors L.P. (FTA), a U.S. registered investment advisor, both of which are located in Wheaton, Illinois, a suburb of Chicago.
FT Portfolios Canada Co. is registered with the Ontario Securities Commission as a mutual fund dealer and investment fund manager. FTA is registered with the Ontario Securities Commission as a portfolio manager and provides investment advisory services to our Canadian investment funds.

 

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 169 billion AuM as of March 31st, 2018.

 

 

Russell Investments Canada Limited provides Canadian pension plans, endowments and foundations with capital market insights, manager research, portfolio construction and implementation services. With over 30 years’ experience in this market, we understand the pressures institutional investors face and can provide customized solutions for transition management, overlay services, commission and currency management as well as investment outsourcing and investment management. We've worked with many of the world’s leading institutions and can tailor a solution specific to your needs, complimenting your own in-house capabilities.
Russell Investments, originally established in 1936, 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. Today, the Russell Investments group of companies has more than CAD$356.7 billion in assets under management (as of December 31,2018) and serves clients in more than 31 countries.

 

The mandate of the CIFP Retirement Institute is the advancement of the retirement planning profession through the development of the body of knowledge in retirement planning. This is accomplished by providing educational programs that support the Registered Retirement Consultant® (“RRC®”)/Conseiller en Retraite® and Conseillère en Retraite® (“CR®”), certification marks and designations, subsequent continuing education courses and administering a Code of Conduct and Practice Standards.
The Institute also promotes the use of retirement services by Canadians through public awareness, research and literacy programs.
Learn more at www.retirementinstitute.ca

Bonnefield is Canada's leading farmland investment manager. For more than 10 years, Bonnefield has offered progressive Canadian farmers an alternative to traditional debt or equity financing through farmland sale-lease-back agreements, which allow farm operators to strengthen their balance sheets, improve cash flow, expand their land base, and plan for generational transfer.
Bonnefield’s investment model provides investors with non-correlated, low-volatility, equity-like returns while preserving farmland for farming. At year end 2018 Bonnefield had $735 million in assets under management ("AUM"), more than any other Canadian farmland manager. The three investment partnerships currently managed by Bonnefield have farmland portfolios that comprise nearly 120,000 acres, leased to over 100 farm families across Canada. Bonnefield has received an “A” rating from the United Nations supported Principles for Responsible Investing (UN-PRI) since becoming a signatory to the organization in 2014. Bonnefield and its partnerships are 100% Canadian owned. www.bonnefield.com

 

 

 


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