CI Institutional Asset Management | Signature Global Asset Management | Marret Asset Management Inc.
CI Institutional Asset Management (CIIAM) is a division of CI Investments Inc., one of Canada’s largest and most respected money managers with over $143.7 billion in assets under management (as at December 31, 2017). CIIAM manages $16.7 billion in institutional assets (as at December 31, 2017), and offers a full suite of investment management solutions for institutional clients, including leading financial intermediaries, pension funds, First Nations, endowments, foundations and corporations.
CIIAM operates as a multi-boutique firm, providing clients with access to a range of portfolio management teams offering balanced, direct global real estate, fixed income, as well as domestic and global equity capabilities. Institutional clients have access to institutional mutual fund strategies, pooled fund strategies and segregated account management.
CIIAM has a dedicated team of 20 institutional investment professionals focused on sales, superior client servicing and ensuring effective portfolio management.
Signature Global Asset Management manages core equity, balanced and income-oriented funds, and is CI Investments’ largest in-house portfolio management group. The team of over 50 investment professionals, led by Chief Investment Officer Eric Bushell, manages over $50 billion.
The Signature investment philosophy is designed to deliver the best possible risk-adjusted returns in today’s complex environment and is based on these key elements:
– The globalization of the world economy has resulted in increased complexity, requiring specialized knowledge.
Signature has dedicated global equity sector specialists and fixed-income asset class specialists, supported by global strategists. Signature has developed its global capabilities over the past decade to take advantage of investment opportunities not available in the Canadian market.
– The increased interconnectivity of the global economy demands collaboration.
Signature has recognized that the various segments of the global financial markets (interest rates, credit, foreign exchange, equities, commodities and real estate) are increasingly interconnected, and it’s essential for portfolio managers to understand these connections and their implications for the economy, industries and companies.
Signature equity and income specialists collaborate regularly to develop a comprehensive view of the markets and individual securities.
Marret Asset Management Inc. is a leading fixed income manager dedicated to providing excellence in corporate credit strategies. With programs in investment grade credit, short term cash alternatives, high yield and opportunistic distressed, their focus is on achieving superior investment results with a strong emphasis on risk management. The firm was founded in 2001 by Barry Allan, who since the mid 1980’s, has led investment teams in global fixed income and credit.
In an increasingly complex and uncertain environment, you need innovative investment solutions. Founded on the principle of independent thought, research and entrepreneurship, we believe there is no other investment management business that has BNY Mellon Investment Management’s breadth and depth of product offerings. We are dedicated to providing world-class customer service to our clients.
At BNY Mellon Investment Management, our goal is to build and manage investment strategies that address the ever changing needs of our clients. It starts with our multiple, autonomous investment firms — world-class investment boutiques representing a broad spectrum of distinctive asset management styles.
Drawing on this comprehensive range of investment capabilities, we collaborate with you to deliver our expertise, including tailored solutions that are designed to match your requirements. We manage $1.8 trillion in assets for institutional and individual investors. We are the trusted asset manager of choice for investors globally. Our clients include some of the world’s largest pension funds and institutions, governments and local authorities, treasuries and family offices. We are a leading provider of sub-advisory services and have strong partnerships with financial institutions throughout major global markets.
Whether you need a global multi asset class strategy, an active currency risk management, a global credit solution, a U.S. large cap equity strategy or an index provider, our independent investment firms can provide asset management services that are responsive to your needs.
Securities in Canada are offered through BNY Mellon Asset Management Canada Ltd. (AM Canada), registered as a Portfolio Manager and Exempt Market Dealer in all provinces and territories of Canada and as an Investment Fund Manager and Commodity Trading Manager in Ontario. AM Canada is an indirect wholly-owned subsidiary of The Bank of New York Mellon Corporation. AM Canada and the BNY Mellon Investment Boutiques are affiliates.
Centurion Asset Management is a $1.5B alternative asset management firm, based in Toronto and incorporated in 2006. The firm manages three funds: the Centurion Financial Trust, a North American broad based private lending fund; the Centurion Real Estate Opportunities Trust, a multi-residential commercial mortgage fund; and the Centurion Apartment Real Estate Investment Trust, a private REIT which owns apartment buildings and student residences.
J. Zechner Associates Inc. was founded in 1993. The firm was founded by John Zechner. The firm is 100% employee owned by five partners all of whom are active in the management of the firm.
We presently manage over $2.0 billion in assets for pension, foundation, endowment, corporate and high net worth clients. The institutional mix of clients is broad ranging from multi-employer, Union, corporate and public entities.
Our firm’s area of expertise is asset management focusing on core and customized Fixed Income, Balanced, and Equity mandates. J. Zechner Associates Inc. has built a reputation in the consulting and asset management community as an excellent boutique money manager with a solid reputation, highly skilled team and distinctive investment style.
At Matthews Asia, we believe in the long-term growth of the region, concentrating our efforts and expertise within Asia since our founding in 1991. As an independent, privately owned firm, we are among the largest dedicated Asia investment specialists. For more than 25 years, we have applied our high conviction, bottom-up, fundamental investment philosophy, with a focus on long-term investment performance, investing through a variety of market environments.
Today, we offer a select range of strategies that provide exposure to the equity and bond markets of one of the world’s fastest-growing regions. Together, we partner with our clients to craft investment solutions best suited to their unique goals and tolerances, investing in the future of Asia.
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 December 31, 2017, the firm has $709 billion of assets under management including $291 billion in institutional assets, $122 billion in retail assets, and $296 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.
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 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 $2.47 trillion as of December 31, 2016. AUM reflects approximately $30.62 billion (as of December 31, 2016) with respect to which State Street Global Markets, LLC (SSGM) serves as marketing agent; SSGM 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 15 billion in assets. 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 5.1 trillion (in global assets) with over USD 900B in ETF assets and has offices in the United States, Canada, Europe, Australia and Asia. The firm offers more than 380 funds, including ETFs, to its more than 20 million investors worldwide.