Archives: Company Profiles

Holds company profiles and specific data

SLC Management

SLC Management is the institutional asset management business of Sun Life Financial Inc. (“Sun Life”), a large global financial services organization. SLC Management has $303bn* in global assets under management across a continuum of public and private fixed income, real estate and infrastructure.

SLC Management has grown through a combination of organic and acquisitive growth. We offer our platform of solutions through our four affiliated firms:

1. Sun Life Capital Management specializes in investment grade public and private fixed income strategies;

2. Crescent Capital Group specializes in below investment grade public and private fixed income strategies;

3. BentallGreenOak offers global real estate equity and debt investment strategies; and

4. InfraRed Capital Partners is a leader in global infrastructure equity investments.

Our focus is on yield orientated asset classes as we support our clients in meeting their future financial obligations. We have a solutions mindset and work closely with clients and consultants to diagnose and solve their investment challenges through highly customized solutions across our platform.

SLC Management plays an important role in advancing sustainable investing for Sun Life and on behalf of all our clients through its ESG program. SLC Management’s sustainable investment program focuses on deep analysis with a heightened awareness of non-financial risks. The depth of our analysis allows us to effectively identify and manage a wider range of sustainability risks in our investment portfolios, and equally important, to identify and invest in new sustainable investment opportunities to achieve higher returns.

For more information, please visit https://www.slcmanagement.com

*Combined assets of SLC Management affiliates, total AUM includes approximately $12B in cash, other and InfraRed real estate as of December 31, 2020.

Scotia Global Asset Management

Scotia Global Asset Management offers a range of wealth management solutions, including mutual funds, and investment solutions for private clients, institutional clients and managed asset programs. As one of Canada’s largest asset managers, Scotia Global Asset Management strongly believes that the consideration of environmental, social, and governance (ESG) factors in the investment process is a vital component in delivering long-term value to our investors. As dedicated active managers, our investment teams integrate a broad range of ESG factors in our fundamental investment process. Scotia Global Asset Management is a business name used by 1832 Asset Management L.P., a limited partnership, the general partner of which is wholly owned by Scotiabank.

Ninety One

Ninety One is an independent, active global asset manager dedicated to delivering compelling outcomes for its clients, managing more than USD153 billion in assets (as of 9/30/ 2020).

In the Americas, Ninety One offers a full range of investment strategies and solutions spanning equity, fixed income, multi-asset, sustainable and alternatives led by specialist teams that invest across global, emerging and frontier markets. For more than a decade, the firm has been committed to clients in the US, Canada and Latin America, developing trusted partnerships by delivering local expertise with a global platform.

Established in South Africa in 1991, as Investec Asset Management, it started with domestic investments in an emerging market. In 2020, almost three decades of organic growth later, the firm demerged from Investec Group and became Ninety One. Today Ninety One offers distinctive active strategies to institutions, advisors and individual investors around the world.

Shirley Jones Paley

We work with affluent families and their trusted advisers, using a consultative approach to provide tailored wealth management solutions to protect family legacies and allow for an orderly and tax-efficient transition of wealth for future generations

Caroline Lalande, MBA, Fin. Pl.

The Vigilis Group is one of the largest independent group insurance and financial services broker in Quebec. Dedicated to professionals and small and medium sized business owners, we help our clients plan and secure their future in an ethical and responsible way.

Vigilis Financial Solutions – helping you align your actions with your values.

Equality Fund

Why and How We Invest: https://equalityfund.ca/what-we-do/investment/

Focused on the North Star: Our Investment Theory of Change: https://equalityfund.ca/learn/focused-on-the-north-star-our-investment-theory-of-change/

Equality Fund Toolkit for Gender-lens Investing: https://equalityfund.ca/gender-lens-investing-criteria/