June 14, 2017 | Hyatt Regency Toronto, Toronto, ON
BMO Global Asset Management
BMO Global Asset Management is a multi-asset investment firm with offices in more than 25 cities in 14 countries, delivering service excellence to clients across five continents. We are focused on meeting the needs of investors, both locally and globally. Our clients have easy access to a global platform of investment solutions that span
a full range of asset classes,
diverse geographies, and
the full risk-reward spectrum
Our diversified investment platform characterized by distinct skills and investment expertise allows us to develop customizable turn-key solutions for our clients based on their needs and risk preferences.
CI Institutional Asset Management (CIIAM) is a division of CI Investments Inc., one of Canada’s largest money managers, with approximately $123 billion in assets under management (for CI Investments). CIIAM has over $14 billion in assets, and services pensions, foundations, endowments and other institutional investors. CIIAM offers a diverse multi-manager, multi-asset institutional line-up of investment solutions.
CIIAM operates as a multi-boutique firm, providing clients with access to a range of CI Investments’ in-house and leading third party portfolio managers offering multi-asset, equity, fixed income and alternate strategies as well as a family of target-date and target risk funds and segregated account management.
Firm profile: iShares® is a global leader in exchange-traded funds (ETFs), with more than a decade of expertise and commitment to individual and institutional investors of all sizes. With over 700 funds globally across multiple asset classes and strategies and more than $1.4 trillion in assets under management as of March 31, 2017, iShares helps clients around the world build the core of their portfolios, meet specific investment goals and implement market views. iShares funds are powered by the expert portfolio and risk management of BlackRock, trusted to manage more money than any other investment firm1.
MFS is an active, global investment manager with capabilities spanning all major asset classes, serving institutional investors and consultants for over 40 years. We employ a disciplined, consistent approach across our global investment platform guided by three core principles: integrated research (fundamental, quantitative and credit analysis), global collaboration and active risk management. With investment and industry professionals located in nine global financial centers, MFS is committed to its role as a valued partner for clients and consultants worldwide. We assist clients with their financial goals by providing long-term focused investment strategies, flexible investment vehicles and perspectives on the financial markets.
PGIM Fixed Income is a global asset manager offering active solutions across all fixed income markets. The company has offices in Newark, New Jersey, London, Tokyo and Singapore. As of March 31, 2017, the firm has $654 billion of assets under management including $258 billion in institutional assets, $110 billion in retail assets, and $286 billion in proprietary assets. More than 500 institutional asset owners have entrusted PGIM Fixed Income with their assets.
RPIA is a global fixed income manager specializing in corporate bonds and active interest rate management with over $4 billion in assets under management for Institutions and Private Clients. We work closely with Institutional clients who are replacing traditional bond strategies with actively managed alternative fixed income mandates than can generate alpha in the fixed income space, rather than relying on beta or passive benchmark returns. The firm was founded in 2009 by a group of partners from RBC Capital Markets including the two former Global Heads of Fixed Income and the former CEO, each with over 30 years of international debt market experience and risk management expertise. Based in Toronto, RPIA now has 47 employees including 19 investment professionals. The firm is independent and privately owned by employees who are significant investors in the funds alongside our clients.
Scotia Institutional Asset Management provides progressive and innovative investment solutions to meet the challenges facing institutional clients, including pension funds, non-profits, foundations and corporations. As institutional money managers, we offer specific and relevant solutions in traditional and alternative strategies to generate investment success.
Scotia Institutional Asset Management and its predecessor companies have managed financial assets in Canada since 1877. Scotia Institutional Asset Management is a division of 1832 Asset Management L.P., the registered investment entity for Scotiabank’s Canadian wealth management platform, and wholly owned by Scotiabank. 1832 Asset Management L.P. is a manager of mutual funds and investment solutions for institutional clients, private clients and mutual funds programs, with $123 billion in assets under management.
For nearly four decades, 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, geographies and asset classes, and allow us to deliver thoughtful insights and innovative solutions.
State Street Global Advisors is the investment management arm of State Street Corporation.
*Assets under management were CAD $3.42 trillion as of March 31, 2017. AUM reflects approx. CAD $44.45 billion (as of March 31, 2017) with respect to which State Street Global Advisors Funds Distributors, LLC (SSGA FD) serves as marketing agent; SSGA FD and State Street Global Advisors are affiliated.
Vanguard Investments Canada Inc. is a wholly owned indirect subsidiary of The Vanguard Group, Inc. and manages more than CAD 11 billion in assets (as of May 1, 2017). The Vanguard Group, Inc. is one of the world’s largest investment management companies and a leading provider of company-sponsored retirement plan services. Vanguard manages USD 4.2 trillion in global assets (as of May 1, 2017) with over USD 700B in ETF assets. Vanguard has offices in the United States, Canada, Europe, Australia and Asia. The firm offers more than 360 funds, including ETFs, to its more than 20 million investors worldwide.
Vanguard operates under a unique operating structure. Unlike firms that are publicly held or owned by a small group of individuals, The Vanguard Group, Inc. is owned by Vanguard’s U.S.-domiciled funds and ETFs. Those funds, in turn, are owned by Vanguard clients. This unique mutual structure aligns Vanguard interests with those of its investors and drives the culture, philosophy, and policies throughout the Vanguard organization worldwide. As a result, Canadian investors benefit from Vanguard’s stability and experience, low-cost investing, and client focus. For more information, please visit vanguardcanada.ca.