At Deloitte, our Purpose is to make an impact that matters for our clients, our people, and society. This is the lens for which our global strategy is set. It unites Deloitte professionals across geographies, businesses, and skills. It makes us better at what we do and how we do it. It enables us to deliver on our promises to stakeholders, while creating the lasting impact we seek.
Harnessing the talent of 460,000+ people located across more than 150 countries and territories, our size and scale puts us in a unique position to help change the world for the better—by bringing together the services we provide, the societal investments we make, and the collaborations we advance through our ecosystems.
RPIA is a specialized fixed income manager with expertise in actively managing corporate bond portfolios to add value for investors. Based in Toronto, RPIA has over 120 employees, including investment and risk management professionals who are responsible for managing our credit strategies. Over 15 years since our founding, we manage approximately $18 billion for a broad investor base of institutions, private clients, and investment advisors. RPIA is independent and privately owned, and principals and employees both have over $250 million invested alongside our clients.
Sarona Asset Management specializes in investing in private companies in emerging markets. Our team focuses on small and mid-market companies that serve the rising middle class, investing directly and through local funds and intermediaries. We are committed to achieving strong financial returns for our investors, and this commitment is embodied in all of our investment strategies. We seek to create deep and lasting impact wherever we invest. We believe that applying social and environmental values to each investment decision builds a better world for current and future generations.
Morcado Trust presents Morcado™ — a first-to-market, fintech mortgage investment platform that allows Canadians to select and invest directly in rigorously vetted, high-yield, qualified syndicated residential mortgages and build a diversified portfolio aimed at medium to long-term investment horizons.
Committed to helping more Canadians sustain their homeownership dreams through fair market rates and terms while increasing access to housing for those underserved by conventional financial institutions — Morcado provides a forum where responsible investors can participate in this fundamental social good.
Morcado Trust is built on the success of its parent company, True North Mortgage, and backed by the same team dedicated to stringent compliance, streamlined operations, and an exceptional client investment experience.
T. Rowe Price offers Canadian clients investment strategies across a wide range of global and regional equity and fixed income asset classes. Our active management approach is based on rigorous fundamental research, drawing insights from a deeply resourced, centralized research platform with analysts located in key global markets. Our portfolios are managed with a long-term view, focusing attention on qualitative and quantitative risk factors, and integrating ESG factors from our proprietary modelling of over 15,000 companies. Our collaborative culture enables independent thinking and diversified perspectives, which helps our professionals to identify unique and attractive investment opportunities for our clients.
Alquity is an asset management business with some of the highest rated ESG/Impact credentials in the industry for their EM, Asia, India and Global Impact Equity Funds. Further, they uniquely connect investors to their investments and social progress in order to deliver better financial outcomes for all. Our investments target attractive returns across the globe, through portfolios that play long-term themes via transparent companies, with effective management who are aligned with shareholders.
Alquity funds are therefore responsible by construction, targeting consistent out-performance whilst contributing to long-term growth. This philosophy resonates across the broader business; we encourage fund manager engagement and are happy to share our analysis.
Further, at the corporate level we reinforce that social progress should drive financial success by donating a proportion of our management fees to development projects in the regions in which we invest and have created over 70,000 jobs to date for those who otherwise would be left in poverty. In this way, our business aligns the values of investors, employees, holdings and communities.
We believe these shared values are key to achieving enduring financial success.
Sun Life is a leading international financial services organization providing asset management, wealth, insurance and health solutions to individual and institutional Clients. Sun Life has operations in a number of markets worldwide, including Canada, the United States, the United Kingdom, Ireland, Hong Kong, the Philippines, Japan, Indonesia, India, China, Australia, Singapore, Vietnam, Malaysia and Bermuda. As of December 31, 2023, Sun Life had total assets under management of $1.40 trillion. For more information, please visit www.sunlife.com.
Founded on the principle of Investing in the Everyday, Avenue Living has built a $7 billion portfolio of properties across several asset classes that are essential to the daily lives of North Americans. They implement an active management, customer-focused approach, measuring success by customer satisfaction, sustainable practices, and responsible investments. In addition to over 15,000 multi-family units located in Canada and the United States, Avenue Living and its related entities own over 86,000 acres of productive farmland and more than 6,000,000 square feet of self-storage space.
Serving professionals for over 40 years, FDP sets itself apart with its wealth management approach based on a deep understanding of our clients’ reality. This financial intelligence translates into hyper-personalized service that maximizes the impact of our expertise in their personal, professional and business lives. Agility, performance and innovation distinguish our actions.
Our services offer:
- Wealth management and private management.
- Complete range of investment solutions.
- Comprehensive approach to financial planning using strategies tailored to each stage of life.
- Network of highly specialized experts to meet the most diverse and sophisticated needs.
CMA Impact Inc., part of the Canadian Medical Association Group of Companies.