Managers of U.S. Assets Directory

ADDENDA CAPITAL INC.

Contact: Michel Jalbert, Executive Vice-president, Business Development & Client Partnerships

Address: 800 Rene-Levesque Blvd. W., Ste. 2750, Montreal, ,

Phone: 514-287-7373

Fax: 514-287-7200

Ownership Structure: Principals: , Public: , Third Party:

Total Us Assets Managed: 73.9

Total Pension Assets: 9886.5

Other Assets Managed: Bonds, Canadian Equity, EAFE Equity, Global Equity, Commercial Mortgages, Absolute Return Bonds, LDI, Preferred Shares, Balanced & Customized Mandates


AllianceBernstein L.P

Contact: Wendy Brodkin, Managing Director, CA, CFA, ICD.D

Address: Brookfield Place, 161 Bay St.- 27th floor, Toronto, ,

Phone: 416-572-2534

Fax: 212-756-4405

Ownership Structure: Principals: , Public: , Third Party:

Total Us Assets Managed: 1306.3

Total Pension Assets: 165692.2

Other Assets Managed: Global Global ex-US EAFE Emerging Markets Regional Single Country Regional


Barings

Contact: Michael Annis, Managing Director

Address: Brookfield Place, 161 Bay St., 27th Floor, Toronto, ,

Phone: 416-572-2400

Fax:

Ownership Structure: Principals: , Public: , Third Party:

Total Us Assets Managed: 972.59

Total Pension Assets: 52367.95

Other Assets Managed: Global High Yield, Global Private Credit, Investment Grade Fixed Income, Emerging Markets, Equities, Real Estate, Alternatives, and Multi Asset.


Beutel, Goodman & Company Ltd.

Contact: Tim Hylton, Senior Vice-president, Institutional Client Service

Address: 20 Eglinton Ave. W., Ste. 2000, Toronto, ,

Phone: 416-485-1010

Fax: 416-485-1799

Ownership Structure: Principals: , Public: , Third Party:

Total Us Assets Managed: 2345.7

Total Pension Assets: 26258.9

Other Assets Managed: International (EAFE) Equity, Global Equity, Canadian Equity, Canadian Fixed Income, Money Market, Dividend-Focused, Balanced


BMO GLOBAL ASSET MANAGEMENT

Contact: Ross Kappele, Head of Distribution & Client Management

Address: 100 King St. W., Floor 43, Toronto, ,

Phone: 416-359-5217

Fax:

Ownership Structure: Principals: , Public: , Third Party:

Total Us Assets Managed: 2379.1

Total Pension Assets: 21197.7

Other Assets Managed: Equities: Canadian, Emerging & Frontier Markets, EAFE, Asia Region, ESG, SDG, Fixed Income: Canadian, US, Global (investment grade & high yield), Emerging Markets; Multi-Asset, Real Estate, Private Equity, Liability Driven Investment


BNY Mellon Asset Management Canada Ltd.

Contact: Michael Parsons, Vice-president, Sales & Marketing

Address: 200 Wellington St. W., Ste. 305., Toronto, ,

Phone: 416-840-8019

Fax: 416-840-8004

Ownership Structure: Principals: , Public: , Third Party:

Total Us Assets Managed: 133.4

Total Pension Assets: 16920

Other Assets Managed: Global Equity,EAFE, EM, Regional EM, GTAA, Hedge Funds, Currency, Global Bonds,Private Equity, Private Debt


BRANDES INVESTMENT PARTNERS

Contact: Tim Newburn, Director, Institutional Group

Address: 33 Yonge St., Ste 300, Toronto, ,

Phone: 403-217-1331

Fax: 416-306-5750

Email: tim.newburn@brandes.com

Website:

Ownership Structure: Principals: , Public: , Third Party:

Total Us Assets Managed: 0

Total Pension Assets: 14204

Other Assets Managed: Global Equity, Global SMid Cap Equity, Global Small Cap Equity, Global Opportunities (All Cap) Equity, Emerging Markets Equity, Emerging Markets Value Equity, International Equity, International SMid Cap Equity, International Small Cap Equity, US Equity, US Mid Cap Equity, US Small Cap Equity, Japan Equity, Asia ex-Japan Equity, European Equity, Global Balanced, Core Plus Fixed Income, Corporate Focus Fixed Income, Enhanced Income


Burgundy Asset Management Ltd.

Contact: Sylvie Méthot, Vice-president, Head of Canadian Institutional Group

Address: 181 Bay St., Ste.. 4510, Bay Wellington Tower, Toronto, ,

Phone: 416-869-6468

Fax: 416-869-1700

Ownership Structure: Principals: , Public: , Third Party:

Total Us Assets Managed: 4063.1

Total Pension Assets: 9262.2

Other Assets Managed: Global Equities, EAFE Equities, European Equities, Asian Equities, Canadian Equities, Emerging Market Equities, High Yield, Fixed Income, Money Market


Capital Group Canada

Contact: Brian Ziedenberg, Vice-president, National Accounts & Institutional

Address: Brookfield Place, 181 Bay St., Ste. 3730, Toronto, ,

Phone: 416-815-2172

Fax:

Ownership Structure: Principals: , Public: , Third Party:

Total Us Assets Managed: 12.81

Total Pension Assets: 1048.9

Other Assets Managed: Canadian Focused Equity, Global Equity, International Equity, Global Balanced, Emerging Markets Total Opportunities, Canadian Core Plus Fixed Income, All Country World Equity, Emerging Markets Equity, World Dividend Growers, International All Countries Equity, Emerging Markets Debt, Global Aggregate Fixed Income, Global High Income Opportunities, Capital Income Builder, World Bond Fund


CI Institutional Asset Management (CIIAM)

Contact: Akilan Karuna, Vice-president, Institutional Sales & Marketing, CIIAM

Address: 2 Queen St. E., 19th Floor, Toronto, ,

Phone: 416-681-7775

Fax: 416-681-8849

Email: akaruna@ci.com

Website:

Ownership Structure: Principals: , Public: , Third Party:

Total Us Assets Managed: 921.42

Total Pension Assets: 4651.15

Other Assets Managed: Canadian Equity, US Equity, Canadian Bond, Corporate Bond, High Yield Bond, Short-term Bond, Money Market, Global Equity, Global Balanced, Global Real Estate, Global Bond, Emerging Markets Equity, Target Date Portfolios, Target Risk Portfolios


CIBC Asset Management Inc.

Contact: Doug MacDonald, CFA, Managing Director & Global Head of Distribution

Address: 18 York St., Ste. 1400, Toronto, ,

Phone: 416-780-5739

Fax: 416-364-3286

Ownership Structure: Principals: , Public: , Third Party:

Total Us Assets Managed: 1047.6

Total Pension Assets: 25939.7

Other Assets Managed: Money Market, Canadian Fixed Income, Liability Driven Investments (LDI), Private Debt, Canadian Equity, EAFE Equity, Currency Overlay, Asset Mix Overlay, Global Tactical Asset Allocation, Balanced, Multi-Asset Absolute Return Strategy, Asian Equities, Commodities, Global Equity Growth


Clarion Partners, LLC

Contact: Hugh Macdonnell, Head of Client Capital Mgmt / MD

Address: 230 Park Ave., New York, ,

Phone: 212-883-2500

Fax:

Ownership Structure: Principals: , Public: , Third Party:

Total Us Assets Managed: 2587000000

Total Pension Assets: 75066000000

Other Assets Managed:


DIMENSIONAL FUND ADVISORS

Contact: Kevin Martino, Vice-president, Canadian Institutional Services

Address: 2 Bloor St.E., Ste. 2820, Toronto, ,

Phone: 519-265-9015

Fax: 519-265-8210

Ownership Structure: Principals: , Public: , Third Party:

Total Us Assets Managed: 1486

Total Pension Assets: 124497

Other Assets Managed: Emerging Markets, ACWI, Global, Pacific Basin, Japanese Equity, Global Fixed Income, US Fixed Income, Balanced, Target Date


EAGLE ASSET MANAGEMENT INC.

Contact: Peter Crivelli, Senior Vice-president, Institutional Sales

Address: 880 Carillon Pkwy., St. Petersburg, ,

Phone: 800-235-3903

Fax: 727-567-8020

Ownership Structure: Principals: , Public: , Third Party:

Total Us Assets Managed: 34.76

Total Pension Assets: 2897.51

Other Assets Managed:


Federated Hermes, Inc.

Contact: David Gregoire, CFA, CFP, Vice-president

Address: 1001 Liberty Ave., Pittsburgh, ,

Phone: 416-527-1150

Fax: 412-288-1093

Ownership Structure: Principals: , Public: , Third Party:

Total Us Assets Managed: 0

Total Pension Assets: 4128.14

Other Assets Managed: Federated Hermes has honed its disciplined investment process to deliver style-consistent investment products, including 135 domestic and international equity, fixed-income and money market funds, as well as a variety of separately managed accounts. Federated Hermes diversified product line is distributed through approximately 11,000 financial intermediaries and institutions who assist investors in meeting their unique objectives. Federated Hermes manages products across approximately 55 asset class categories including Emerging Markets, EAFE, Multi-Asset, Balanced, Equity Income, International, Global, Real Estate, Private Equity, Infrastructure and Other Alternative Mandates.


Fidelity Canada Institutional™

Contact: Michael Barnett, Executive Vice-president, Institutional

Address: 483 Bay St., Toronto, ,

Phone: 416-217-7773

Fax: 416-307-5511

Ownership Structure: Principals: , Public: , Third Party:

Total Us Assets Managed: 427.32

Total Pension Assets: 24776.07

Other Assets Managed: Canadian Equities, US Equities, EAFE Equities, Global Equities, Emerging Markets Equities, Single Country/Regional Mandates, Canadian Fixed Income, US Fixed Income, Global Fixed Income, Emerging Market Fixed Income, Canadian Money Market, US Money Market, Canadian Balanced, Global Balanced, Real Estate, Market Neutral Mandates, Institutional Lifecycle


FIERA CAPITAL CORPORATION

Contact: Frederick Chenel, Senior Vice-president, Head of Consultant Relations and Business Development, Institutional Markets

Address: 1501 McGill College Ave., Montreal, ,

Phone: 514-954-3300

Fax: 514-954-3325

Ownership Structure: Principals: , Public: , Third Party:

Total Us Assets Managed: 2886.05

Total Pension Assets: 35714.69

Other Assets Managed: EAFE, Global, Emerging Markets, Frontier, Canadian Equity, Canadian Fixed Income, US Fixed Income, Absolute Return Strategies, Infrastructure, Real Estate, Agriculture, Alternative Credit


FOYSTON, GORDON & PAYNE INC.

Contact: Kimberley Woolverton, Executive Vice-president, Head of Distribution

Address: 1 Adelaide St. E., Ste. 2600, Toronto, ,

Phone: 416-848-1936

Fax:

Email: kwoolverton@foyston.com

Website:

Ownership Structure: Principals: , Public: , Third Party:

Total Us Assets Managed: 497

Total Pension Assets: 3865

Other Assets Managed: EAFE, Emerging Markets, Global Equities, Canadian Equities, Canadian Fixed Income, Canadian Preferred Shares.


Franklin Templeton

Contact: Bill Tsotsos, Head of Institutional - Canada

Address: 200 King St. W., Ste. 1400, Toronto, ,

Phone: 416-957-6000

Fax:

Ownership Structure: Principals: , Public: , Third Party:

Total Us Assets Managed: 78.1

Total Pension Assets: 10100

Other Assets Managed: Balanced Mandates, Canadian Equity, Canadian Fixed Income, Emerging Market Equity, Emerging Market Debt, Global Fixed Income, Global Equity, Global Real Estate, Hedge Funds, International Equity, Retirement Target Date Portfolios, Alternatives, Local Asset Management, Private Credit, Private Equity, Actively Managed ETFs, Smart Beta ETFS, Passive ETFs


GLC Asset Management Group Ltd.

Contact: Craig Christie, Vice-president, Institutional Investment Solutions, Group Customer, Canada Life

Address: 100 Osborne St. N., Winnipeg, ,

Phone: 204-946-7988

Fax: 204-946-8818

Ownership Structure: Principals: , Public: , Third Party:

Total Us Assets Managed: 1208.9

Total Pension Assets: 14677.8

Other Assets Managed: Through Great-West Lifeco affiliated investment managers (GLC Asset Management Group, Putnam Investments, GWL Realty Advisors, Setanta Asset Management, Portfolio Solutions Group): Canadian/US/Global/International Equity, Canadian/US Dividend, Canadian/US/Fixed Income Index, Short-term Bond, Government Bond, Core Bond, Corporate Bond, Long-term Bond, Ultra Long-term Bond, Real Return Bond, Mortgages, Balanced & Asset Allocation Funds, Real Estate, Global Infrastructure, Socially Responsible Mandates


GUARDIAN CAPITAL LP

Contact: Robin Lacey, Head of Institutional Asset Management

Address: 199 Bay St., Commerce Court W., Ste. 3100, Toronto, ,

Phone: 416-947-4082

Fax: 416-364-9634

Ownership Structure: Principals: , Public: , Third Party:

Total Us Assets Managed: 0

Total Pension Assets: 5594.73

Other Assets Managed: EAFE, Emerging Markets, Global Equity, Fixed Income


HEXAVEST INC.

Contact: Mark-Olivier McNulty, Managing Director

Address: 1250 Rene-Levesque Blvd. W., Ste. 4200, Montreal, ,

Phone: 514-390-3667

Fax: 514-390-1184

Email: mmcnulty@hexavest.com

Website:

Ownership Structure: Principals: , Public: , Third Party:

Total Us Assets Managed: 2515

Total Pension Assets: 5589

Other Assets Managed: Global, ESG Global, All-country, EAFE, Emerging Markets, Canadian, Unconstrained Multi-Asset


Hillsdale Investment Management

Contact: Harry Marmer, Executive Vice-president

Address: 1 First Canadian Place, Ste. 5900 100 King St. W., Toronto, ,

Phone: 416-913-3907

Fax: 416-913-3901

Ownership Structure: Principals: , Public: , Third Party:

Total Us Assets Managed: 418

Total Pension Assets: 1353

Other Assets Managed: Hillsdale manages Canadian, US, and International equity assets across a variety of different equity strategies.


HSBC GLOBAL ASSET MANAGEMENT (CANADA) LIMITED

Contact: Ramy Zakher, Vice-president Institutional Investments

Address: 3rd Floor - 70 York St., Toronto, ,

Ownership Structure: Principals: , Public: , Third Party:

Total Us Assets Managed: 10.08

Total Pension Assets: 83.99

Other Assets Managed: EAFE, Emerging Markets, European, Asia Pacific, Chinese, Indian, BRIC, Canadian


J.P. MORGAN ASSET MANAGEMENT (CANADA) INC.

Contact: Daniel Smith, Executive Director

Address: Suite 4500, TD Bank Tower, 66 Wellington St. W., Toronto, ,

Phone: 416-981-9142

Fax:

Ownership Structure: Principals: , Public: , Third Party:

Total Us Assets Managed: 2705

Total Pension Assets: 18868

Other Assets Managed: EAFE, Global, Emerging Markets, Single Country Regional Mandates, Currency, Alternatives, Real Assets


LAZARD ASSET MANAGEMENT LLC

Contact: Robert Harrison, Director

Address: 130 King St. W., Ste. 1800, Toronto, ,

Phone: 416-945-6627

Fax: 212-830-3288

Ownership Structure: Principals: , Public: , Third Party:

Total Us Assets Managed: 2291.2

Total Pension Assets: 87261.5

Other Assets Managed: International (EAFE & ACW ex-US), Global, Emerging Markets, Single Country, Regional Mandates, Balanced, Global TAA, Alternatives


LINCLUDEN INVESTMENT MANAGEMENT

Contact: Wayne Wilson, Vice-president

Address: 201 City Centre Dr., Ste. 201, Mississauga, ,

Phone: 905-273-3018

Fax:

Ownership Structure: Principals: , Public: , Third Party:

Total Us Assets Managed:

Total Pension Assets:

Other Assets Managed: All Capitalization in Canadian, US, EAFE, Global Equities; Canadian Bonds - Universe, Short Duration, Long Duration, Liability Matching, Real Return


Louisbourg Investments

Contact: Emerson Savage, Institutional Portfolio Manager

Address: 770 Main St., Moncton, ,

Phone: 506-378-4475

Fax:

Ownership Structure: Principals: , Public: , Third Party:

Total Us Assets Managed: 45.87

Total Pension Assets: 435.43

Other Assets Managed: Canadian Equity, EAFE Equity, Canadian Fixed Income, Canadian Preferred Shares


Manulife Investment Management

Contact: Adam Neal, Head of Distribution - Canada

Address: NT5, 200 Bloor St. E., Toronto, ,

Phone: 416-926-3000

Fax:

Email: adam_neal@manulifeam.com

Website:

Ownership Structure: Principals: , Public: , Third Party:

Total Us Assets Managed: 314.88

Total Pension Assets: 102308.53

Other Assets Managed: Asia, Canadian, EAFE, Emerging, European, Global, US Equities; Asia, Canadian, Emerging Market, Global, US Bonds; Asia, Canadian, US Money Markets; Agriculture; Balanced & Asset Allocation; Derivatives; Infrastructure; Liability Driven Investing; Mortgages; Private Equity; Private Placements; Real Estate; REITS; Timberlands.


Manulife Investment Management

Contact: Adam Neal, Head of Distribution - Canada

Address: NT5, 200 Bloor St. E., Toronto, ,

Phone: 416-926-3000

Fax:

Ownership Structure: Principals: , Public: , Third Party:

Total Us Assets Managed: 314.88

Total Pension Assets: 102308.53

Other Assets Managed: Asia, Canadian, EAFE, Emerging, European, Global, US Equities; Asia, Canadian, Emerging Market, Global, US Bonds; Asia, Canadian, US Money Markets; Agriculture; Balanced & Asset Allocation; Derivatives; Infrastructure; Liability Driven Investing; Mortgages; Private Equity; Private Placements; Real Estate; REITS; Timberlands.


Mawer Investment Management Ltd.

Contact: Rob Campbell, Institutional Portfolio Manager

Address: Bay Adelaide Centre, West Tower, Ste 830, 333 Bay St, Toronto, ,

Phone: 416-865-5297

Fax:

Ownership Structure: Principals: , Public: , Third Party:

Total Us Assets Managed: 3682.7

Total Pension Assets: 11976.5

Other Assets Managed: EAFE, Global Equity Mandates, Emerging Markets, Canadian Equity Mandates, Canadian Fixed Income, Global Fixed Income, Balanced Mandates, Global Balanced Mandates


MFS Investment Management Canada Limited

Contact: Christine Girvan, Senior Managing Director, Head of Canadian Distribution

Address: 77 King St. W., 35th Floor, Toronto, ,

Phone: 416-361-7273

Fax: 416-862-0167

Ownership Structure: Principals: , Public: , Third Party:

Total Us Assets Managed: 1251.3

Total Pension Assets: 119787.2

Other Assets Managed: Balanced, Target Date, Target Risk, EAFE, Emerging Markets, Canadian & other regional equity, Canadian & Global Fixed Income


MONTRUSCO BOLTON INVESTMENTS INC.

Contact: Richard Guay, Senior Vice-president

Address: 1501 McGill College Ave., Ste. 1200, Montreal, ,

Phone: 514-842-6464

Fax: 514-282-2550

Email: guayr@montrusco.com

Website:

Ownership Structure: Principals: , Public: , Third Party:

Total Us Assets Managed: 2.2

Total Pension Assets: 1318.2

Other Assets Managed: Global Equities, Canadian Equities, Canadian Fixed Income, Absolute Return Strategies (Private Equity, Private Debt, Hedge Funds), Balanced Mandates, Money Market


NEUBERGER BERMAN INVESTMENT ADVISERS LLC

Contact: Clay Khan, Relationship Manager, Managing Director

Address: 100 King St. W., Ste. 5850, Toronto, ,

Phone: 416-883-6903

Fax:

Email: clay.khan@nb.com

Website:

Ownership Structure: Principals: , Public: , Third Party:

Total Us Assets Managed: 8219

Total Pension Assets: 12018

Other Assets Managed: Hedge Funds (U.S., Global Equity L/S, Global Credit L/S, Multi-Manager), EAFE, Emerging Markets, Chinese Equities, EMD, Private Equity (Primaries, Secondaries, Co-Investment, Private Debt, Specialty Strategies), Global Equity, Commodities, Liquid Alternatives, Asian Equities, Global Investment Grade, Opportunistic Fixed Income, Global High Yield, Municipals, GTAA, Risk Parity, Simple Risk Premia, Multi-Asset Income


Northern Trust Asset Management

Contact: David Lester, Senior Vice-president

Address: 1910-145 King St. W., Toronto, ,

Phone: 416-775-2215

Fax: 416-366-2033

Email: dl101@ntrs.com

Website:

Ownership Structure: Principals: , Public: , Third Party:

Total Us Assets Managed: 1395.1

Total Pension Assets: 6291.9

Other Assets Managed: Canadian and US Equity, Canadian and US Core and Core Plus Fixed Income, US High Yield, Emerging Markets Equities and Debt, Global Listed Infrastructure, Global Real Estate Equities, Canadian Direct Real Estate, Private Equity, Hedge Funds, Cash Management.


PGIM Inc.

Contact: Joey Castillo, Vice-president, PGIM Marketing

Address: 655 Broad St., Newark, ,

Phone: 973-367-7450

Fax:

Email: joey.castillo@pgim.com

Website:

Ownership Structure: Principals: , Public: , Third Party:

Total Us Assets Managed: 2674.5

Total Pension Assets: 457920.8

Other Assets Managed: US and Global Multi-Sector and Single Sector Fixed Income (Corporates, High Yield Bonds, Bank Loans, Emerging Markets Debt, Structured Product), LDI, and Long/Short Fixed Income.


PH&N Institutional (RBC GAM Inc.)

Contact: John Skeans, Vice-president

Address: 200 Burrard St. - 20th Floor, Vancouver, ,

Phone: 604-408-6000

Fax: 604-685-5712

Email: jskeans@phn.com

Website:

Ownership Structure: Principals: , Public: , Third Party:

Total Us Assets Managed: 2457.2

Total Pension Assets: 74320.4

Other Assets Managed: Fixed Income (Canadian, Core Plus, US, Global, EM), High Yield, Equities (Canadian, US, Global, EAFE, EM), Derivative/Currency Overlays and Alternatives.


PH&N Institutional (RBC GAM Inc.)

Contact: John Skeans, Vice-president

Address: 200 Burrard St. - 20th Floor, Vancouver, ,

Phone: 604-408-6000

Fax: 604-685-5712

Ownership Structure: Principals: , Public: , Third Party:

Total Us Assets Managed: 2457.2

Total Pension Assets: 74320.4

Other Assets Managed: Fixed Income (Canadian, Core Plus, US, Global, EM), High Yield, Equities (Canadian, US, Global, EAFE, EM), Derivative/Currency Overlays and Alternatives.


PIMCO CANADA CORP.

Contact: Patrice Denis, Executive Vice-president

Address: 199 Bay St., Ste. 2050, Commerce Court Station, Toronto, ,

Phone: 514-231-5277

Fax: 416-368-3576

Ownership Structure: Principals: , Public: , Third Party:

Total Us Assets Managed: 4629

Total Pension Assets: 13504

Other Assets Managed: Global Bonds, Emerging Markets Bonds, High Yield Bonds, Investment Grade Corporate Bonds, Inflation-linked Bonds, Single Country/Regional Bonds, Absolute Return, Synthetic Real Estate, Synthetic Commodities, Tactical Asset Allocation, Tail Risk Hedging Strategies, Global Equity, etc


Presima Inc.

Contact: Robin Marcoux, Director, Client Service and Business Development

Address: 1000 Jean-Paul-Riopelle Place, Ste. E-400, Montreal, ,

Phone: 514-673-1303

Fax: 514-673-1378

Email: rmarcoux@presima.com

Website:

Ownership Structure: Principals: , Public: , Third Party:

Total Us Assets Managed: 249.5

Total Pension Assets: 1641.6

Other Assets Managed: Presima manages global REIT portfolios exclusively.


RUSSELL INVESTMENTS CANADA

Contact: Andrew Kitchen, Managing Director, Canada Institutional

Address: 100 King St. W., Ste. 4510, Toronto, ,

Phone: 866-737-2228

Fax: 416-362-4494

Ownership Structure: Principals: , Public: , Third Party:

Total Us Assets Managed: 136.2

Total Pension Assets:

Other Assets Managed: Canadian Fixed Income, Canadian Equity,Global Fixed Income, High Yield, Overseas Equity, Global Equity, Emerging Markets Equity, Money Market, Balanced Portfolios, Equity Portfolios


STATE STREET GLOBAL ADVISORS, LTD.

Contact: Michael W. Brown, Canada Consultant Relations, Vice-president

Address: 30 Adelaide St.E., Ste. 800, Toronto, ,

Phone: 647-775-5778

Fax: 647-775-7264

Ownership Structure: Principals: , Public: , Third Party:

Total Us Assets Managed: 4665

Total Pension Assets: 22149.6

Other Assets Managed: We have a history of innovation in developing a broad array of strategies across the risk-reward spectrum, from passive and enhanced index strategies, to active equity alternative investment strategies. Our offerings are summarized below: Equity- $1.99 Trillion Fixed Income, Cash & Currency- $793* Billion Multi-Asset- $158 Billion Alternatives- $176** Billion *Cash includes both floating- and constant-net-asset-value portfolios held in commingled structures or separate accounts. **Alternatives Includes real estate investment trusts, currency and commodities, including gold-backed ETFs for which State Street Global Advisors only serves as marketing agent. As of December 31, 2019 Source: State Street Global Advisors


SUN LIFE GLOBAL INVESTMENTS

Contact: Anne Meloche, Head of Institutional Business

Address: 1 York St., Toronto, ,

Phone: 514-866-6287

Fax:

Ownership Structure: Principals: , Public: , Third Party:

Total Us Assets Managed: 799

Total Pension Assets: 16963

Other Assets Managed: Canadian Equity, U.S. Equity, International Equity, Global Equity, Emerging Markets Equity, Asian Equity, Energy Equity, Canadian Fixed Income, Canadian Money Market, Global Fixed Income, U.S. Fixed Income, Diversified Income, Asset Allocation, Canadian Balanced, Global Balanced, Real Asset (Infrastructure, Global REIT, Global Natural Resources)


T. Rowe Price

Contact: Bruce E. Winch, Head of Canada

Address: 77 King St. W.., Ste. 4240 TD North Tower, Toronto, ,

Phone: 416-360-7214

Fax:

Ownership Structure: Principals: , Public: , Third Party:

Total Us Assets Managed: 1924.5

Total Pension Assets: 924178

Other Assets Managed: Global Equity, International Equity, US Equity, Emerging Markets Equity and Global Fixed Income


TD Asset Management Inc.

Contact: Mark Cestnik, Managing Director

Address: 161 Bay St., 34th Floor, TORONTO, ,

Phone: 416-983-7088

Fax: 416-944-6158

Ownership Structure: Principals: , Public: , Third Party:

Total Us Assets Managed: 7317.4

Total Pension Assets: 128571.2

Other Assets Managed: Canadian & US Money Market; Canadian Bonds; High Yield Bonds; Canadian Equities, International Equities - EAFE; Global Equities - MSCI World/ACWI, Emerging Market Equities; Bond and Currency Overlay, Mortgage, Real Estate, and Infrastructure Funds


Van Berkom and Associates

Contact: Simon Lussier, Partner, Vice-president and CCO

Address: 1130 Sherbrooke St. W., Ste. 1005, Montreal, ,

Phone: 514-798-3188

Fax: 514-985-2430

Ownership Structure: Principals: , Public: , Third Party:

Total Us Assets Managed: 2888.9

Total Pension Assets: 5521.5

Other Assets Managed: North-American Small Cap Equities; Asian Small Cap Equities; Canadian Small Cap Equities; US small & mid cap equities


Vontobel Asset Management, Inc.

Contact: Victor Schraner, Director, Institutional Clients, North America

Address: 1540 Broadway, 38th Floor, New York, ,

Phone: 212-804-9361

Fax: 646-224-5796

Ownership Structure: Principals: , Public: , Third Party:

Total Us Assets Managed: 0

Total Pension Assets: 760

Other Assets Managed: International Equity; Emerging Markets Equity; Global Equity; European Equity; Asia Pacific Equity


Wellington Management Company LLP

Contact: Alan J. Matijas, Director, Canada

Address: Exchange Tower 130 King St. W.,18th Floor, Toronto, ,

Phone: 416-847-1350

Fax:

Ownership Structure: Principals: , Public: , Third Party:

Total Us Assets Managed: 2280

Total Pension Assets: 222608

Other Assets Managed: Broad Range of Equity, Fixed Income, Currency, Specialty, Alternative, Asset Allocation & Multi-strategy Investment that includes Global EAFE, Emerging Markets, Single Country & Regional Mandates


William Blair

Contact: Jason Stefanelli, Director, Canada

Address: 150 N. Riverside Plaza, Chicago, ,

Phone: 416-895-9448

Fax:

Ownership Structure: Principals: , Public: , Third Party:

Total Us Assets Managed: 521.6

Total Pension Assets: 42047.1

Other Assets Managed: Emerging Markets, China A, Global and International Equities; U.S. Bonds; and GTAA