Canada Life is a leading insurance, wealth management and benefits provider focused on improving the financial, physical and mental well-being of Canadians. For more than 170 years, individuals, families and business owners across Canada have trusted us to provide sound guidance and deliver on the promises we’ve made.
On January 1, 2020, Great-West Life, London Life and Canada Life became one company – Canada Life, and today, we proudly serve more than 12 million customer relationships from coast to coast to coast.
Pictet Asset Management is an independent asset manager, investing for our clients across a range of equity, fixed income, alternative and multi-asset products. Our North American presence was established in Montreal in 1974 and we have been managing assets for Canadian institutional clients for over 30 years. Pictet Asset Management Inc (Montreal) is part of the Pictet Group, an investment-led services group founded in Geneva in 1805. Our aim is to be the investment partner of choice to our clients.
We believe in responsible capitalism. We are convinced that ESG considerations can help us make better long-term investment decisions for our clients. We integrate material ESG criteria in all our investment processes and active ownership activities with a view to enhance returns and/ or mitigate risks. We also include ESG in our risk management and reporting tools in order to maintain high standards of transparency and accountability.
Clear Skies Investment Management Inc. invests in companies with purpose-driven business models that support the UN Sustainable Development Goals. We are an impact investment firm committed to creating value for our investors and stakeholders. Our teams screen and assess investments using an impact radar created in-house to reflect our clients’ values, as well as to ensure that capital reaches the companies at the forefront of creating a sustainable economic system that enables positive impact on the environment and society.
Lazard serves investors around the world with a broad range of global investment solutions and investment management services. We have built the business over decades with an emphasis on strategies that benefit from intensive research and active management. The result is a strong pattern of long-term performance, global perspective and deep insight into local markets.
On-the-ground, global fundamental research is the foundation of our investment approach. Our investment professionals collaborate on detailed fundamental analysis integrating knowledge across regions, sectors and asset classes to arrive at unique insights.
We empower our investment teams to make independent investment decisions, and we support them with global research capabilities and a strong operations infrastructure. This model allows our teams to focus on what we do best: invest your capital.
Risk management is integral to our portfolio construction. Our independent global risk management team provide objective monitoring of all our portfolios to ensure our investment teams understand the balance of risk and return and our investment strategies deliver their expected pattern of performance.
ESG considerations, including a company’s governance policies and board structure, environmental practices, and labor policies, can affect a security’s valuation and financial performance. Therefore, our investment professionals integrate ESG analysis into their research and decision-making processes.
ATBIM is a wholly owned subsidiary of ATB Financial and was incorporated in August 2002. In 2018 we launched a new brand, ATB Wealth, which includes our Investment Management and Private Banking lines of business. ATB Wealth manages approximately $25 billion on behalf of Albertans.
Guardian Capital LP is the manager and portfolio manager of the Guardian Capital Funds and Guardian Capital ETFs, with capabilities that span a range of asset classes, geographic regions and specialty mandates. Additionally, Guardian Capital LP manages portfolios for institutional clients such as defined benefit and defined contribution pension plans, insurance companies, foundations, endowments and investment funds. Guardian Capital LP is a wholly owned subsidiary of Guardian Capital Group Limited and the successor to its original investment management business, which was founded in 1962.
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 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.
PIMCO is a global leader in active fixed income. With our launch in 1971 in Newport Beach, California, PIMCO introduced investors to a total return approach to fixed income investing. In the 50 years since, we have worked relentlessly to help millions of investors pursue their objectives – regardless of shifting market conditions. As active investors, our goal is not just to find opportunities, but to create them. To this end, we remain firmly committed to the pursuit of our mission: delivering superior investment returns, solutions and service to our clients.
Founded in 1979, Middlefield is a specialist and independent equity income manager headquartered in Toronto, Canada. At Middlefield, we actively manage portfolios to identify high quality, global companies generating significant and stable levels of cash flow. Our award-winning funds are designed to be “investments that work for you” by distributing consistent and high levels of income through various market cycles. Middlefield’s funds span a number of market sectors including real estate, healthcare, innovation, sustainability, infrastructure and energy. Investors can access these strategies in a variety of product types including ETFs, Mutual Funds, Closed-End Funds, Split-Share Funds and Flow-through LPs. To learn more, visit www.middlefield.com