SEI’s Institutional Group is one of the first and largest global providers of outsourced chief investment officer (OCIO) services. The company delivers integrated nonprofit, healthcare and retirement solutions to more than 480 institutional clients with $115 billion of asset under management. SEI’s solutions are customized to help clients meet financial objectives, reduce business risk and fulfill their due diligence requirements through implemented strategies for the management of defined benefit plans, defined contribution plans, endowments, foundations and board-designated funds.
Marketplace Access: Fund Company
Fidelity Investments Canada
Fidelity Investments Canada ULC is one of Canada’s top investment management firms managing a total of $135 billion in mutual fund, ETF and institutional assets. This includes $34 billion in assets for institutional clients including public and corporate defined benefit pension and defined contributions plans, sub-advised programs, endowments, foundations and other corporate assets on behalf of clients across Canada as at May 31, 2019.
Fidelity Investments Canada ULC provides Canadian investors a full range of domestic, international and global equity and income-oriented mutual funds, as well as asset allocation, managed solutions, ETFs, sustainable investment funds and a high net worth program. Fidelity Funds are available through a number of advice-based distribution channels including financial planners, investment dealers, banks, and insurance companies.
Gestion FERIQUE
Founded on October 12, 1999, FÉRIQUE Fund Management (www.ferique.com) is the manager of the FÉRIQUE Funds, launched in 1974 by the Ordre des ingénieurs du Québec. It is the only non- profit mutual fund company in Canada whose sole purpose is to serve the interests of engineers, engineering graduates and their families. The firm offers 10 mutual funds and 5 portfolios diversified across all asset classes. The management of the Funds is entrusted to renowned investment firms, handpicked by FÉRIQUE Fund Management based on their asset class expertise. FÉRIQUE Funds have more than $2.8 billion in assets under management and close to 22,000 unitholders as of March 31, 2019.
Federated Hermes
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.
National Bank Investments Inc. (NBI) is a leading investment fund manager dedicated to providing an innovative range of investment solutions and services that empowers both retail and institutional investors to achieve their financial goals. We specialize in helping advisors build resilient portfolios for their investors through a full range of investment solutions: mutual funds and exchange-traded funds, asset allocation solutions, managed portfolios, private investments, sustainable investments, and a high-net-worth program. Our open architecture structure enables us to collaborate with leading global portfolio management firms, selecting only the best investment talent to support our clients’ needs.
At NBI, innovation and leadership are at the heart of everything we do, driving us to deliver strong investment outcomes to investors and advisors. We combine human expertise and technology to deliver optimal investment strategies while continuously enhancing our open architecture structure. We leverage our influential leadership to mobilize our partners, clients, the financial community and regulators, accelerating the transition toward more sustainable finance.
New Market Funds
New Market Funds (NMF) is a multi-fund manager that takes an integrated investment approach to deliver market competitive financial performance with community benefit. Utilizing a thematic approach, consistently applying a rigorous investment process and working from the team’s and stakeholders’ experience are all core components of NMF’s purposeful performance. The NMF Rental Housing Fund I LP provides non-profit partners with equity capital for a critical community need, affordable rental housing. NMF also manages New Commons Development I LP (NCD LP), Community Forward Fund (CFF) and the Canadian Co-operative Investment Fund (CCIF).
NCD is an innovative and disciplined non-profit development company that reduces privatization of community owned assets, revitalizes existing stock and creates new affordable housing and related community assets. CFF provides financing opportunities to non-profits, charities and social enterprises across Canada; the Fund is sector agnostic and aims to promote lasting community benefit in Canadian communities. CCIF invests in and lends to co-operative enterprises across Canada that are creating positive impact in their communities.
Invesco
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).
CIBC Wood Gundy
A premier provider of wealth management services, CIBC Wood Gundy has a distinguished heritage of helping investors achieve their goals.
Desjardins Group
Desjardins Group is the largest integrated cooperative financial group in Canada. Our mission is to contribute to improving the economic and social well-being of people and communities within the compatible limits of its field of activity.
Forerunners in terms of responsible investing (RI), Desjardins offers a range of investment products made up of securities selected based on specific environmental, social and governance criteria.
CIBC Private Wealth Management
CIBC is a Canadian financial institution offering banking, investing, wealth management and international banking services. CIBC Asset Management’s (CAM) investment process incorporates the view that Environmental, Social and Governance (ESG) issues are risk factors that can affect investment performance and that analysis of these factors is part of delivering superior risk-adjusted returns. They subscribe to and use ESG data from Sustainalytics and manage a number of equity and fixed income portfolios with specific RI mandates.