Marketplace Access: Asset Manager

Waratah Capital Advisors is a Toronto-based asset manager that specializes in alternative strategies. Waratah manages over $2 billion in assets from high-net-worth individuals, family offices, foundations, Canadian bank platforms, and pension funds. With a team of 44 experienced professionals, Waratah combines intensive research-driven stock selection with a disciplined and robust risk management program. Founders and employees collectively represent over $120 million of the firm’s assets under management.

Value Partners Investments is one of the fastest growing investment firms in Canada. We are a Winnipeg-based company that was founded in 2005. We manage over $3 billion in assets for clients through mutual funds and discretionary investment and wealth management services. We are dedicated to ensuring the wealth of Canadians is invested wisely and in ways that support the achievement of their financial goals.

Connor, Clark & Lunn Financial Group Ltd. provides a broad range of traditional and alternative investment products and services to individuals, advisors and institutional investors.

With roots dating back to 1982, the firm has grown to become one of Canada’s largest privately owned asset management firms. Our affiliate teams collectively manage over $104 billion in assets from offices located across Canada and in New York, Chicago and London.

We recognize that long-term client satisfaction and business success depends on our ability to attract, motivate and retain investment talent. We are organized as a multi-boutique in the belief that smaller tightly focused operating units are the most effective means of attracting high quality individuals and establishing a suitable long-term alignment of interests.

We bring significant scale and expertise to the delivery of non-investment management functions through the centralization of all operational and distribution functions, allowing our talented investment managers to focus on what they do best.

Manulife Investment Management is the global wealth and asset management segment of Manulife Financial Corporation. We draw on more than a century of financial stewardship and the full resources of our parent company to serve individuals, institutions, and retirement plan members worldwide.

Headquartered in Toronto, our leading capabilities in public and private markets are strengthened by an investment footprint that spans 17 countries and territories. We complement these capabilities by providing access to a network of unaffiliated asset managers from around the world. We’re committed to investing responsibly across our businesses. We develop innovative global frameworks for sustainable investing, collaboratively engage with companies in our securities portfolios, and maintain a high standard of stewardship where we own and operate assets, and we believe in supporting financial well-being through our workplace retirement plans. Today, plan sponsors around the world rely on our retirement plan administration and investment expertise to help their employees plan for, save for, and live a better retirement.

Federated Investors and Hermes Investment Management have rebranded as Federated Hermes on January 31, 2020, strengthening the companies’ position as a leader in active, responsible investing. Together we are a US$575billion global asset manager focused on delivering world-class responsible investing and engagement services to our clients.

Each firm has a history of putting clients first and delivering sustainable, long-term performance and we believe the combination of our businesses will enable us to deliver a fuller range of investment solutions and drive both performance and positive outcomes for our clients.

Since 2018, when Federated acquired a majority interest in Hermes, our businesses have worked closely together and this change in our name reflects our commitment to offering a broad range of investment strategies and solutions to our clients globally – all predicated on the belief that responsible investing is the best way to deliver sustainable returns for our clients.

Hermes has been at the forefront of corporate governance and responsible investing, and we helped draft the Principles for Responsible Investment (PRI) as one of its founding signatories. Hermes is also a leading stewardship provider with a focus on achieving positive change. Our dedicated EOS team of engagement and voting specialists enables pension funds and other longer-term institutional investors to achieve their fiduciary responsibilities and be more active owners of companies.

Our public markets proficiency includes high active share equities, specialist credit and multi asset while our private markets expertise includes real estate, infrastructure, private equity and private debt.

For more information, visit www.federatedhermes.com

National Bank Investments Inc. (NBI) is an investment fund management firm committed to manufacturing and distributing mutual funds, exchange-traded funds, investment solutions and services designed to help Canadian investors pursue their financial goals. National Bank Investments Inc. is a wholly owned subsidiary of National Bank of Canada.
As a key partner in the investment industry, our strength lies in designing managed solutions that provide optimal risk-adjusted returns over the long term, for all investor profiles.

Being a reputable top-tier asset manager, our open architecture structure allows us to select first-rate investment talent from top global management firms..

Our culture is focused on continuous improvement and on showcasing our employees’ talent.

Invesco is committed to environmental, social and governance (ESG) investing. We serve our clients in this space as a trusted partner both on specific ESG product strategies as well as part of our commitment to deliver a superior investment experience.

We are committed to adopting and implementing ESG principles in a manner consistent with our fiduciary responsibilities to our clients. We have strengthened our position in this regard in several ways, including through industry advocacy, leadership and innovation. While our first SRI product was launched over 30 years ago, we became a signatory of the UN-backed Principles for Responsible Investment in 2013 and have since achieved an A+ in Governance and Strategy for four consecutive years. This rating demonstrates our extensive efforts in terms of ESG integration, active ownership, investor collaboration and transparency. We are also disclosers to the Carbon Disclosure Project (CDP) and supporters of the Task Force for Climate-related Financial Disclosure (TCFD).