Managers of U.S. Assets Directory

AB

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: 1275.8

Total Pension Assets: 143436.5

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


Aberdeen Standard Investments

Contact: Christopher Wright, Head of Business Development, Canada

Address: 161 Bay St., 44th Floor, TD Canada Trust Tower, Toronto, ,

Phone: 416-777-5570

Fax: 866-290-9322

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

Total Us Assets Managed: 213.48

Total Pension Assets: 118421.83

Other Assets Managed: We have a very well diversified business with a great number of strategies in both traditional and alternative asset classes.


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: 61.2

Total Pension Assets: 9158.2

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


Apollo Global Management, LLC

Contact: Jeffrey Alt, Head of Yield Sales

Address: 9 W. 57th St., New York, ,

Phone: 212-822-0577

Fax:

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

Total Us Assets Managed: 3712

Total Pension Assets: 76744

Other Assets Managed:


Artisan Partners Limited Partnership

Contact: Gary Wing, Managing Director

Address: 875E. Wisconsin Ave., Ste. 800, Milwaukee, ,

Phone: 416-820-2169

Fax: 414-390-8324

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

Total Us Assets Managed: 147

Total Pension Assets: 8493

Other Assets Managed: Developing World, Emerging Markets, Global Discovery, Global Equity, Global Opportunities, Global Value, High Income, Non-U.S. Growth, Non-U.S. Small-Mid Growth, Non-U.S. Value, Thematic, U.S. Mid-Cap Growth, U.S. Small-Cap Growth, Value Equity


Barings

Contact: Michael Annis, Head of Sales and Business Development - Canada

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

Phone: 416-572-2400

Fax:

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

Total Us Assets Managed: 618.86

Total Pension Assets: 56552

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: 2544.2

Total Pension Assets: 24985.4

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: 2703.6

Total Pension Assets: 23360.5

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: 120.4

Total Pension Assets: 15727

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


BRANDES INVESTMENT PARTNERS

Contact: Tim Newburn, Director, Institutional Group

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

Phone: 403-217-1331

Fax: 416-306-5750

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

Total Us Assets Managed: 5

Total Pension Assets: 14186

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


Brandywine Global Investment Management (Canada), ULC

Contact: Andrew Forsyth, Managing Director

Address: 100-295 Robinson St, Oakville, ,

Phone: 416-807-1800

Fax:

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

Total Us Assets Managed: 0

Total Pension Assets: 661.58

Other Assets Managed: Global Fixed Income, Global Multi-Asset Class, Global Equity, Global Unconstrained


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: 1327.4

Total Pension Assets: 9407.3

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: C. Jeff Cook, Senior Vice-president, Relationship Manager

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

Phone: 844-421-6636

Fax:

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

Total Us Assets Managed: 12.87

Total Pension Assets: 996.27

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, Absolute Income Grower, Emerging Markets Debt, Global Aggregate Fixed Income, Global High Income Opportunities


CI Institutional Asset Management

Contact: Tom Johnston, President, CI Institutional Asset Management

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

Phone: 416-681-7084

Fax: 416-681-8849

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

Total Us Assets Managed: 840.2

Total Pension Assets: 4151.3

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: 397.4

Total Pension Assets: 29412.7

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

Contact: Hugh Macdonnell, Managing Director, Client Capital Management

Address: 230 Park Ave., New York, ,

Phone: 212-883-2500

Fax:

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

Total Us Assets Managed:

Total Pension Assets:

Other Assets Managed:


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:

Total Pension Assets:

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: 1411

Total Pension Assets: 59970

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: 28.65

Total Pension Assets: 2602.21

Other Assets Managed:


Federated Investors, 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: 146.3

Total Pension Assets: 3435.4

Other Assets Managed: Federated has honed its disciplined investment process over a half-century to deliver style-consistent investment products, including 130 domestic and international equity, fixed-income and money market funds, as well as a variety of separately managed accounts. Federated's diversified product line is distributed through approximately 9,500 financial intermediaries and institutions who assist investors in meeting their unique objectives. Federated manages products across approximately 51 asset class categories including Emerging Markets, EAFE, Multi-sector, Balanced, Equity Income and International Mandates. Note: During the past year, Federated has acquired Hermes Investment Management.


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: 365.81

Total Pension Assets: 21228.49

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: 1890.93

Total Pension Assets: 28477.86

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, Senior Vice-president, Institutional Client Services

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

Phone: 416-848-1936

Fax:

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

Total Us Assets Managed: 467

Total Pension Assets: 3923

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


Franklin Templeton

Contact: Matthew Williams, Head of Institutional and Client Service

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

Phone: 416-957-6000

Fax:

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

Total Us Assets Managed: 474

Total Pension Assets: 13149

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

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

Phone: 204-946-7988

Fax: 204-946-8818

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

Total Us Assets Managed: 1054.7

Total Pension Assets: 13384.6

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: 4994.49

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


HEXAVEST INC.

Contact: Robert Brunelle, Senior Vice-president

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

Phone: 514-390-1225

Fax: 514-390-1184

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

Total Us Assets Managed: 2497

Total Pension Assets: 5464.8

Other Assets Managed: 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: 180

Total Pension Assets: 996

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: 8.75

Total Pension Assets: 74.82

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, ,

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

Total Us Assets Managed: 2792

Total Pension Assets: 18056

Other Assets Managed: EAFE, Global, Emerging Markets, Single Country Regional Mandates, Infrastructure


Jacobs Levy Equity Management, Inc.

Contact: David P. Sparacino, CFA, Director, Client Service & Marketing

Address: 100 Campus Dr., P.O. Box 650, Florham Park, ,

Phone: 973-410-9222

Fax: 973-410-9333

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

Total Us Assets Managed: 108.6

Total Pension Assets: 10261.5

Other Assets Managed: None.


Jarislowsky Fraser Global Investment Management

Contact: Peter Godec, Director

Address: 20 Queen St. W., Ste. 3100, Toronto, ,

Phone: 416-363-7417

Fax: 416-363-8079

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

Total Us Assets Managed: 1473

Total Pension Assets: 9884

Other Assets Managed: Canadian, Small Cap, EAFE,& Global Mandates, Emerging Markets, specialized bond mandates


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: 279.7

Total Pension Assets: 94474.3

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


Letko, Brosseau & Associates

Contact: Paul Vaillancourt, CFA, Partner, Director, Investment Services

Address: 1800 McGill College Ave., Ste. 2510, Montreal, ,

Phone: 514-499-1200

Fax: 514-499-0361

Email: info@lba.ca

Website: www.lba.ca

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

Total Us Assets Managed: 1747

Total Pension Assets: 14750

Other Assets Managed: - Balanced - Canadian Equity - Emerging Markets - EAFE Equity - Global Equity


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, Associate Institutional Portfolio Manager

Address: 770 Main St., Moncton, ,

Phone: 506-378-4475

Fax:

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

Total Us Assets Managed: 59.09

Total Pension Assets: 547.8

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


MANULIFE ASSET 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: 264.75

Total Pension Assets: 99831.45

Other Assets Managed: Canadian, US, Global, International, EAFE, EM, Asian, European, Regional and country Equities; Canadian, US, Global, EM Bonds, Global Absolute Return Strategy; LDI/Structured Bonds; Mortgages & Collateralized Debt; Balanced & Asset Allocation; Private Equity & Debt; Real Estate, Agriculture; Timberlands; Infrastructure


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: 3089.9

Total Pension Assets: 10079.4

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: 1043.9

Total Pension Assets: 108306.6

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

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

Total Us Assets Managed: 2.1

Total Pension Assets: 1029.1

Other Assets Managed: Global Equities, Canadian Equities, Canadian Fixed Income, Absolute Return Strategies (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:

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

Total Us Assets Managed: 7421

Total Pension Assets: 9023

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

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

Total Us Assets Managed: 1093.8

Total Pension Assets: 5483.3

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 Fixed Income

Contact: Brad Blalock, Managing Director, North America Client Advisory Group and Global Head of Consultant Relations

Address: 655 Broad St., 10th Floor, Newark, ,

Phone: 973-367-5431

Fax:

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

Total Us Assets Managed: 1921.9

Total Pension Assets: 317379.6

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.


Phillips, Hager & North Investment Management (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: 1946.7

Total Pension Assets: 62839.3

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: 2892

Total Pension Assets: 15063

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


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

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

Total Us Assets Managed: 357.2

Total Pension Assets: 1945

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: 416-640-2482

Fax: 416-362-4494

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

Total Us Assets Managed: 80.1

Total Pension Assets:

Other Assets Managed: Canadian Fixed Income, Canadian Equity, Duration Extended, 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. 500, Toronto, ,

Phone: 647-775-5778

Fax: 647-775-7264

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

Total Us Assets Managed: 4111.8

Total Pension Assets: 21100.6

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- $1.5 Trillion Fixed Income, Cash &Currency- $710 Billion Multi-Asset- $131 Billion Alternatives- $127 Billion As of December 31, 2018 Source: SSGA


Sun Life Global Investments

Contact: Anne Meloche, Head of Institutional Business

Address: 1 York St., Toronto, ,

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

Total Us Assets Managed: 665

Total Pension Assets: 13796

Other Assets Managed: Canadian Equity, US Equity, International Equity, Global Equity, Emerging Markets Equity, Energy Equity, Real Estate Equity, Canadian Fixed Income, Canadian Money Market, Global Fixed Income, Diversified Income, Asset Allocation, Canadian Balanced, Global Balanced, Infrastructure


T. Rowe Price

Contact: Bruce E. Winch, Head of Sales, 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: 1490.4

Total Pension Assets: 737093

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: 6669.8

Total Pension Assets: 97987.3

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


TD Greystone Asset Management

Contact: Sean Collins, Senior Vice-president, Institutional Relationships

Address: 77 King St. W., TD North Tower, Ste. 4510, Toronto, ,

Phone: 416-309-2183

Fax: 416-309-2189

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

Total Us Assets Managed: 293.6

Total Pension Assets: 24028.7

Other Assets Managed: International Equity, Global Equity, China Income & Growth, Canadian Equity, U.S. Equity, Canadian Real Estate, Mortgages, Global Infrastructure, Balanced, LDI, Target Date Funds


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Phone: 123-122-1234

Fax: 123-123-1344

Email: asdf@sadf.com

Website: asdfasd

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

Total Us Assets Managed:

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Unigestion Asset Management (Canada) Inc.

Contact: Rémi Colcombet, Executive Director, Head of North American Institutional

Address: TD Canada Trust Tower, 161 Bay St., 27th Floor, Toronto, ,

Phone: 647-350-2025

Fax:

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

Total Us Assets Managed: 0

Total Pension Assets: 13818

Other Assets Managed: Risk Managed Equities in European, Global, Japanese, Swiss, Emerging & Pacific Markets; Private Equity; Alternatives; Multi-Assets.


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: 3695.1

Total Pension Assets: 5767.6

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


Vontobel Asset Management, Inc.

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

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

Phone: 212-415-7061

Fax: 646-224-5796

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

Total Us Assets Managed: 0

Total Pension Assets: 831

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


Wellington Management Company LLP

Contact: Alan J. Matijas, Managing Director, Canada

Address: 280 Congress St., Boston, ,

Phone: 617-951-5000

Fax:

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

Total Us Assets Managed: 7372

Total Pension Assets: 210530

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:

Total Pension Assets: 37340.8

Other Assets Managed: Global, Emerging Markets, China A and International (EAFE).