The Canadian Source Of Employee Pension Fund Investment And Benefits Plan Management

Directories

Managers Of U.S. Assets For Canadian Plan Sponsors

Interactive Statistics: Managers of U.S. Assets for Canadian Plan Sponsors

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AB
Wendy Brodkin, Managing Director, CA, CFA, ICD.D; Brookfield Place, 161 Bay St. - 27th Floor, Toronto, ON M5J 2S1
PH: 416-572-2534
Fax: 212-756-4405
eMail: Wendy.Brodkin@abglobal.com
Web: www.abglobal.com/institutional
Relationships: None
Managed U.S. Since: 1971
Passive Products: RUSSELL 2000 GROWTH INDEX US AGGREGATE BOND INDEX US INDEX - DJ REITS US INDEX - LARGE CAP GROWTH US INDEX - MSCI US IMI US INDEX - RUSSELL 1000 US INDEX - RUSSELL 1000 GROWTH INDEX US INDEX - RUSSELL 3000 INDEX US INDEX - S&P 500 US MID CAP INDEX - S&P 400 US SMALL CAP INDEX - RUSSELL 2000 US STRUCTURED EQUITY US INDEX - CUSTOM VALUE US INDEX - S&P 500 EX NUCLEAR STOCKS MSCI US REIT INDEX S&P NORTH AMERICA TECHNOLOGY SECTOR
Other Assets Managed: Global Global ex-US EAFE Emerging Markets Regional Single Country Regional

ABERDEEN STANDARD INVESTMENTS
Christopher Wright, Head of Business Development, Canada; 161 Bay St., 44th Floor, TD Canada Trust Tower, Toronto, ON M5J 2S1
PH: 416-777-5570
Fax: 866-290-9322
eMail: Christopher.Wright@aberdeenstandard.com
Web: www.aberdeenstandard.com/en/canada
Relationships: N/A
Managed U.S. Since: 1995
Passive Products: N/A
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.
Michel Jalbert, Executive Vice-president, Business Development & Client Partnerships; 800 Rene-Levesque Blvd. W., Ste. 2750, Montreal, QC H3B 1X9
PH: 514-287-7373
Fax: 514-287-7200
eMail: m.jalbert@addendacapital.com
Web: www.addendacapital.com
Managed U.S. Since: 1991
Passive Products: Provincial Long Term Bonds (Physical and Overlay), US Equity
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
Jeffrey Alt, Head of Yield Sales; 9 W. 57th St., New York, NY 10019
PH: 212-822-0577
eMail: jalt@apollo.com
Web: www.apollo.com

ARTISAN PARTNERS LIMITED PARTNERSHIP
Gary Wing, Managing Director; 875E. Wisconsin Ave., Ste. 800, Milwaukee, WI 53202
PH: 416-820-2169
Fax: 414-390-8324
eMail: gary.wing@artisanpartners.com
Web: www.artisanpartners.com
Relationships: Not Applicable
Managed U.S. Since: 1994
Passive Products: Not Applicable
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
Michael Annis, Head of Sales and Business Development - Canada; Brookfield Place, 161 Bay St., 27th Floor, Toronto, ON M5J 2S1
PH: 416-572-2400
eMail: michael.annis@barings.com
Web: www.barings.com
Relationships: N/A
Managed U.S. Since: 1940 (however, predecessor firms trace their origins back to 1762)
Passive Products: N/A
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.
Tim Hylton, Senior Vice-president, Institutional Client Service; 20 Eglinton Ave. W., Ste. 2000, Toronto, ON M4R 1K8
PH: 416-485-1010
Fax: 416-485-1799
eMail: marketing@beutelgoodman.com
Web: www.beutelgoodman.com
Managed U.S. Since: 1988
Other Assets Managed: International (EAFE) Equity, Global Equity, Canadian Equity, Canadian Fixed Income, Money Market, Dividend-Focused, Balanced

BMO GLOBAL ASSET MANAGEMENT
Ross Kappele, Head of Distribution & Client Management; 100 King St. W., Floor 43, Toronto, ON M5X 1A1
PH: 416-359-5217
eMail: ross.kappele@bmo.com
Web: www.bmo.ca/institutional
Relationships: BMO Asset Management U.S.(1984); Pyrford International (2007); LGM Investments (2011); BMO Fixed Income (2011); BMO GAM EMEA (2014)
Managed U.S. Since: 1984
Passive Products: A suite of over 100 Exchange Traded Funds.
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.
Michael Parsons, Vice-president, Sales & Marketing; 200 Wellington St. W., Ste. 305., Toronto, ON M5V 3C7
PH: 416-840-8019
Fax: 416-840-8004
eMail: michael.parsons@bnymellon.com
Web: www.bnymellon.com
Managed U.S. Since: 2007
Other Assets Managed: Global Equity,EAFE, EM, Regional EM, GTAA, Hedge Funds, Currency, Global Bonds,Private Equity, Private Debt, Farmland,

BRANDES INVESTMENT PARTNERS
Tim Newburn, Director, Institutional Group; 33 Yonge St., Ste 300, Toronto, ON M5E 1G4
PH: 403-217-1331
Fax: 416-306-5750
eMail: tim.newburn@brandes.com
Web: www.brandes.com
Managed U.S. Since: 1991
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
Andrew Forsyth, Managing Director; 100-295 Robinson St, Oakville, ON L6J 1G7
PH: 416-807-1800
eMail: Andrew.Forsyth@brandywineglobal.com
Web: www.brandywineglobal.com
Relationships: Not applicable
Managed U.S. Since: 1986
Passive Products: Not applicable.
Other Assets Managed: Global Fixed Income, Global Multi-Asset Class, Global Equity, Global Unconstrained

BURGUNDY ASSET MANAGEMENT LTD.
Sylvie Méthot, Vice-president, Head of Canadian Institutional Group; 181 Bay St., Ste.. 4510, Bay Wellington Tower, Toronto, ON M5J 2T3
PH: 416-869-6468
Fax: 416-869-1700
eMail: smethot@burgundyasset.com
Web: www.burgundyasset.com
Relationships: None
Managed U.S. Since: Burgundy has managed U.S. Equities since 1993
Passive Products: None
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
C. Jeff Cook, Senior Vice-president, Relationship Manager; Brookfield Place, 181 Bay St., Ste. 3730, Toronto, ON M5J 2T3
PH: 844-421-6636
eMail: cjec@capgroup.com
Web: www.capitalgroup.com/ca
Relationships: Capital Group funds and Capital International Asset Management (Canada), Inc. are part of Capital Group, a global investment management firm originating in Los Angeles, California in 1931. Capital Group manages equity assets through three investment groups. These groups make investment and proxy voting decisions independently. Fixed-income investment professionals provide fixed-income research and investment management across the Capital organization; however, for securities with equity characteristics, they act solely on behalf of one of the three equity investment groups.
Managed U.S. Since: 1934
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
Tom Johnston, President, CI Institutional Asset Management; 2 Queen St. E., 19th Floor, Toronto, ON M5C 3G7
PH: 416-681-7084
Fax: 416-681-8849
eMail: tjohnston@ci.com
Web: www.ciinstitutional.com
Relationships: In house portfolio management teams wholly-owned by CI managing US assets for Canadian pension fund clients: Signature Global Asset Management; Harbour Advisors; Cambridge Global Asset Management; CI Multi-Asset Management. Sub-advisors on contract with CI: Altrinsic Global Global Advisors; Black Creek Investment Management; Epoch Investment Partners; Picton Mahoney Asset Management; QV Investors Inc.; CBRE Global Investors
Managed U.S. Since: 1977
Passive Products: Vanguard S&P 500 Index ETF CAD Hedged; BMO MSCI EAFE Hedged to CAD Index ETF; SPDR Dow Jones Global Real Estate ETF; iShares Core Canadian Long Term Bond Index Fund; iShares Canadian Real Return Bond Index Fund; SPDR Bloomberg Barclays Emerging Markets Local Bond ETF
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.1
Doug MacDonald, CFA, Managing Director & Global Head of Distribution; 18 York St., Ste. 1400, Toronto, ON M5J 2T8
PH: 416-780-5739
Fax: 416-364-3286
eMail: Doug.MacDonald@cibc.com
Web: www.cibcam-institutional.com
Managed U.S. Since: 1988
Passive Products: S&P 500, S&P/TSX, S&P600 Small Cap, NASDAQ, Wilshire 5000, MSCI EAFE, MSCI Emerging, MSCI Europe, MSCI World, FTSE TMX Long, FTSE TMX Universe, FTSE TMX RRB, FTSE TMX Short
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
1 - Formerly CIBC Global Asset Management Inc.

CLARION PARTNERS
Hugh Macdonnell, Managing Director, Client Capital Management; 230 Park Ave., New York, NY 10169
PH: 212-883-2500
eMail: Hugh.Macdonnell@Clarionpartners.com
Web: www.clarionpartners.com
Managed U.S. Since: 1982

CLARION PARTNERS, LLC
Hugh Macdonnell, Head of Client Capital Mgmt / MD; 230 Park Ave., New York, NY 10169
PH: 212-883-2500
eMail: Hugh.Macdonnell@Clarionpartners.com
Web: www.clarionpartners.com
Managed U.S. Since: 1982

DIMENSIONAL FUND ADVISORS
Kevin Martino, Vice-president, Canadian Institutional Services; 2 Bloor St.E., Ste. 2820, Toronto, ON M4W 1A8
PH: 519-265-9015
Fax: 519-265-8210
eMail: kevin.martino@dimensional.com
Web: www.dfaca.com
Managed U.S. Since: 1982
Passive Products: US Passive S&P 500 Strategy
Other Assets Managed: Emerging Markets, ACWI, Global, Pacific Basin, Japanese Equity, Global Fixed Income, US Fixed Income, Balanced, Target Date

EAGLE ASSET MANAGEMENT INC.
Peter Crivelli, Senior Vice-president, Institutional Sales; 880 Carillon Pkwy., St. Petersburg, FL 33716
PH: 800-235-3903
Fax: 727-567-8020
eMail: peter.crivelli@Carillontower.com
Web: www.eagleasset.com
Managed U.S. Since: 1976

FEDERATED INVESTORS, INC.
David Gregoire, CFA, CFP, Vice-president; 1001 Liberty Ave., Pittsburgh, PA 15222
PH: 416-527-1150
Fax: 412-288-1093
eMail: DGregoire@federatedinv.com
Web: www.federatedinvestors.com
Relationships: N/A
Managed U.S. Since: 1955
Passive Products: N/A
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™
Michael Barnett, Executive Vice-president, Institutional; 483 Bay St., Toronto, ON M5G 2N7
PH: 416-217-7773
Fax: 416-307-5511
eMail: michael.barnett@fidelity.ca
Web: institutional.fidelity.ca
Managed U.S. Since: 30 years for Canadian clients
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
Frederick Chenel, Senior Vice-president, Head of Consultant Relations and Business Development, Institutional Markets; 1501 McGill College Ave., Montreal, QC H3A 3M8
PH: 514-954-3300
Fax: 514-954-3325
eMail: fchenel@fieracapital.com
Web: www.fieracapital.com
Relationships: Apex Capital Management (now Fiera Capital Inc, affiliated to Fiera Capital Corporation)(2016)
Managed U.S. Since: 2009
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.
Kimberley Woolverton, Senior Vice-president, Institutional Client Services; 1 Adelaide St. E., Ste. 2600, Toronto, ON M5C 2V9
PH: 416-848-1936
eMail: kwoolverton@foyston.com
Web: www.foyston.com
Managed U.S. Since: 1981
Other Assets Managed: EAFE Equities, Emerging Markets Equities, Global Equities, Canadian Equities, Canadian Fixed Income

FRANKLIN TEMPLETON
Matthew Williams, Head of Institutional and Client Service; 200 King St. W., Ste. 1400, Toronto, ON M5H 3T4
PH: 416-957-6000
eMail: matthew.williams@franklintempleton.ca
Web: www.franklintempleton.ca
Managed U.S. Since: 1947
Passive Products: Canada and US listed Actively Managed ETFs, Smart Beta ETFS, Passive ETFs
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.
Craig Christie, Vice-president, Institutional Investment Solutions; 100 Osborne St. N., Winnipeg, MB R3C 3A5
PH: 204-946-7988
Fax: 204-946-8818
eMail: institutionalinvestmentsolutions@gwl.ca
Web: www.glc-amgroup.com
Relationships: GLC Asset Management Group Ltd. (US Equity, US Mid Cap, US Dividend, US Index), Putnam Investments (US Equity, US Low Volatility)
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
Robin Lacey, Head of Institutional Asset Management; 199 Bay St., Commerce Court W., Ste. 3100, Toronto, ON M5L 1E8
PH: 416-947-4082
Fax: 416-364-9634
eMail: rlacey@guardiancapital.com
Web: www.guardiancapital.com
Managed U.S. Since: 2003
Other Assets Managed: EAFE, Emerging Markets, Global Equity,

HEXAVEST INC.
Robert Brunelle, Senior Vice-president; 1250 Rene-Levesque Blvd. W., Ste. 4200, Montreal, QC H3B 4W8
PH: 514-390-1225
Fax: 514-390-1184
eMail: rbrunelle@hexavest.com
Web: www.hexavest.com/en
Managed U.S. Since: 2004
Other Assets Managed: Global, All-country, EAFE, Emerging Markets, Canadian, Unconstrained Multi-Asset

HILLSDALE INVESTMENT MANAGEMENT
Harry Marmer, Executive Vice-president; 1 First Canadian Place, Ste. 5900 100 King St. W., Toronto, ON M5X 1E4
PH: 416-913-3907
Fax: 416-913-3901
eMail: hmarmer@hillsdaleinv.com
Web: www.hillsdaleinv.com
Managed U.S. Since: 1996
Other Assets Managed: Hillsdale manages Canadian, US, and International equity assets across a variety of different equity strategies.

HSBC GLOBAL ASSET MANAGEMENT (CANADA) LIMITED
Ramy Zakher, Vice-president Institutional Investments; 3rd Floor - 70 York St., Toronto, ON M5J 1S9
PH: 416-868-8286
eMail: ramy.x.zakher@hsbc.ca
Web: www.global.assetmanagement.hsbc.com/canada
Managed U.S. Since: 01/06/1989
Other Assets Managed: EAFE, Emerging Markets, European, Asia Pacific, Chinese, Indian, BRIC, Canadian

J.P. MORGAN ASSET MANAGEMENT (CANADA) INC.
Daniel Smith, Executive Director; Suite 4500, TD Bank Tower, 66 Wellington St. W., Toronto, ON M5K 1E7
PH: 416-981-9142
eMail: daniel.g.smith@jpmorgan.com
Web: www.jpmorgan.com/pages/jpmorgan/canada/en/business/assetmanagement
Other Assets Managed: EAFE, Global, Emerging Markets, Single Country Regional Mandates, Infrastructure

JARISLOWSKY FRASER GLOBAL INVESTMENT MANAGEMENT
Peter Godec, Director; 20 Queen St. W., Ste. 3100, Toronto, ON M5H 3R3
PH: 416-363-7417
Fax: 416-363-8079
eMail: pgodec@jflglobal.com
Web: www.jflglobal.com
Managed U.S. Since: ~ 1960
Other Assets Managed: Canadian, Small Cap, EAFE,& Global Mandates, Emerging Markets, specialized bond mandates

LAZARD ASSET MANAGEMENT LLC
Robert Harrison, Director; 130 King St. W., Ste. 1800, Toronto, ON M5X 1E3
PH: 416-945-6627
Fax: 212-830-3288
eMail: robert.harrison@lazard.com
Web: www.lazardnet.com
Relationships: Not applicable
Managed U.S. Since: 1983
Passive Products: Not applicable
Other Assets Managed: International (EAFE & ACW ex-US), Global, Emerging Markets, Single Country, Regional Mandates, Balanced, Global TAA, Alternatives

LETKO, BROSSEAU & ASSOCIATES
Paul Vaillancourt, CFA, Partner, Director, Investment Services; 1800 McGill College Ave., Ste. 2510, Montreal, QC H3A 3J6
PH: 514-499-1200
Fax: 514-499-0361
eMail: info@lba.ca
Web: www.lba.ca
Managed U.S. Since: 1988
Other Assets Managed: - Balanced - Canadian Equity - Emerging Markets - EAFE Equity - Global Equity

LINCLUDEN INVESTMENT MANAGEMENT
Wayne Wilson, Vice-president; 201 City Centre Dr., Ste. 201, Mississauga, ON L5B 2T4
PH: 905-273-3018
eMail: wayne.wilson@lincluden.net
Web: www.lincluden.com
Managed U.S. Since: 1982
Other Assets Managed: All Capitalization in Canadian, US, EAFE, Global Equities; Canadian Bonds - Universe, Short Duration, Long Duration, Liability Matching, Real Return

LOUISBOURG INVESTMENTS
Emerson Savage, Associate Institutional Portfolio Manager; 770 Main St., Moncton, NB E1C 1E7
PH: 506-378-4475
eMail: emerson.savage@louisbourg.net
Web: www.louisbourg.net
Managed U.S. Since: 2001
Passive Products: Replication strategies, ETFs
Other Assets Managed: Canadian Equity, EAFE Equity, Canadian Fixed Income, Canadian Preferred Shares

MANULIFE ASSET MANAGEMENT
Adam Neal, Head of Distribution, Canada; NT5, 200 Bloor St.E., Toronto, ON M4W 1E5
PH: 416-926-3000
eMail: adam_neal@manulifeam.com
Web: www.manulifeam.com
Relationships: Not applicable.
Managed U.S. Since: 1949
Passive Products: S&P/TSX60 & Composite, S&P500 & 400, S&P/ASX200, TOPIX, EAFE, Hang Seng, R2000, Wilshire5000, FTSE100, SMI. Kokusai, and FTSE DEX Universe Bond.
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.
Rob Campbell, Institutional Portfolio Manager; Bay Adelaide Centre, West Tower, Ste 830, 333 Bay St, Toronto, ON M5H 2R2
PH: 416-865-5297
eMail: rcampbell@mawer.com
Web: www.mawer.com
Managed U.S. Since: 1992
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
Christine Girvan, Senior Managing Director, Head of Canadian Distribution; 77 King St. W., 35th Floor, Toronto, ON M5K 1B7
PH: 416-361-7273
Fax: 416-862-0167
eMail: cgirvan@mfs.com
Web: www.mfs.com
Managed U.S. Since: 1924
Other Assets Managed: Balanced, Target Date, Target Risk, EAFE, Emerging Markets, Canadian & other regional equity, Canadian & Global Fixed Income

MONTRUSCO BOLTON INVESTMENTS INC.
Richard Guay, Senior Vice-president; 1501 McGill College Ave., Ste. 1200, Montreal, QC H3A 3M8
PH: 514-842-6464
Fax: 514-282-2550
eMail: guayr@montrusco.com
Web: www.montruscobolton.com
Managed U.S. Since: 1985
Other Assets Managed: Global Equities, Canadian Equities, Canadian Fixed Income, Absolute Return Strategies (Hedge Funds), Balanced Mandates, Money Market

NEUBERGER BERMAN INVESTMENT ADVISERS LLC
Clay Khan, Relationship Manager, Managing Director; 100 King St. W., Ste. 5850, Toronto, ON M5X 1E4
PH: 416-883-6903
eMail: clay.khan@nb.com
Web: www.nb.com
Managed U.S. Since: 1939
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

PGIM FIXED INCOME
Brad Blalock, Managing Director, North America Client Advisory Group and Global Head of Consultant Relations; 655 Broad St., 10th Floor, Newark, NJ 07102
PH: 973-367-5431
eMail: Brad.Blalock@pgim.com
Web: pgimfixedincome.com
Managed U.S. Since: 1875
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.)
John Skeans, Vice-president; 200 Burrard St. - 20th Floor, Vancouver, BC V6C 3N5
PH: 604-408-6000
Fax: 604-685-5712
eMail: jskeans@phn.com
Web: institutional.phn.com/
Relationships: Partners with other RBC GAM subsidiaries.
Managed U.S. Since: 1964
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.
Patrice Denis, Executive Vice-president; 199 Bay St., Ste. 2050, Commerce Court Station, Toronto, ON M5L 1G2
PH: 514-231-5277
Fax: 416-368-3576
eMail: infocanada@pimco.com
Web: www.pimco.ca
Relationships: Indirect subsidiary of PIMCO LLC
Managed U.S. Since: 1971
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.
Robin Marcoux, Director, Client Service and Business Development; 1000 Jean-Paul-Riopelle Place, Ste. E-400, Montreal, QC H2Z 2B6
PH: 514-673-1303
Fax: 514-673-1378
eMail: rmarcoux@presima.com
Web: www.presima.com
Managed U.S. Since: 1998
Passive Products: Presima manages active global REIT portfolios exclusively.
Other Assets Managed: Presima manages global REIT portfolios exclusively.

RUSSELL INVESTMENTS CANADA
Andrew Kitchen, Managing Director, Canada Institutional; 100 King St. W., Ste. 4510, Toronto, ON M5X 1E4
PH: 416-640-2482
Fax: 416-362-4494
eMail: akitchen@russellinvestments.com
Web: russellinvestments.com/ca
Relationships: Russell Investments Implementation Services, LLC; Barrow, Hanley Mewhinney & Strauss, LLC; Levin Capital Strategies, LP; AJO, LP; Cerdex Value Advisers, LLC; Levin Capital Strategies, LP; TCW Asset Management; William Blair & Company, LLC.
Managed U.S. Since: March 1994 (Russell Investments Canada Limited)
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.
Michael W. Brown, Canada Consultant Relations, Vice-president; 30 Adelaide St.E., Ste. 500, Toronto, ON M5C 3G6
PH: 647-775-5778
Fax: 647-775-7264
eMail: michael_w_brown@ssga.com
Web: www.ssga.com/Canada
Relationships: Not applicable.
Managed U.S. Since: 1998
Passive Products: Having launched our first passive strategies nearly four decades ago, we consider passive investing both our heritage and the foundation of our investment management business. In 1978, we launched our S&P 500 Flagship Fund, created the first international index fund in 1979, the first passive emerging market strategies in 1991 and the first ETF in 1993. Recognizing the many benefits our clients could realize through passive management, we continued to grow these capabilities to where we now manage more than $1.49 trillion in beta equity assets (as of December 31, 2018), across hundreds of public and custom benchmarks as well as a full range of product types including ETFs.
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
Anne Meloche, Head of Institutional Business; 1 York St., Toronto, ON M5J 0B6
PH: 514-866-6287
eMail: anne.meloche@sunlife.com
Web: www.sunlifeglobalinvestments.com/institutional
Relationships: MFS Investment Management - subsidiary (1982)
Managed U.S. Since: 1924
Passive Products: Canadian Equity, Canadian Balanced, Canadian Bond, US Equity
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
Bruce E. Winch, Head of Sales, Canada; 77 King St. W.., Ste. 4240 TD North Tower, Toronto, ON M5K 1G8
PH: 416-360-7214
eMail: bruce_winch@troweprice.com
Web: www.troweprice.com
Relationships: T. Rowe Price does not have any affiliations with other financial institutions.
Managed U.S. Since: 1937
Passive Products: We offer no passive management products.
Other Assets Managed: Global Equity, International Equity, US Equity, Emerging Markets Equity and Global Fixed Income

TD ASSET MANAGEMENT INC.2
Mark Cestnik, Managing Director; 161 Bay St., 34th Floor, TORONTO, ON M5J 2T2
PH: 416-983-7088
Fax: 416-944-6158
eMail: Mark.Cestnik@tdam.com
Web: www.tdaminstitutional.com
Managed U.S. Since: 1994
Passive Products: TD Emerald Pooled U.S. Fund;TD Emerald U.S. Market Index Fund;TD Emerald Hedged U.S. Equity Pooled Fund Trust II;TD Emerald Hedged U.S. Market Index Pooled Fund Trust
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
2 - A wholly-owned subsidiary of The Toronto-Dominion Bank

TESTING US MANAGERS
sdaf, asdf; sadf, asdf, ON SDF
PH: 123-122-1234
Fax: 123-123-1344
eMail: asdf@sadf.com
Web: asdfasd
Other Assets Managed: testsdfasdfasd

UNIGESTION ASSET MANAGEMENT (CANADA) INC.
Rémi Colcombet, Executive Director, Head of North American Institutional; TD Canada Trust Tower, 161 Bay St., 27th Floor, Toronto, ON M5J 2S1
PH: 647-350-2025
eMail: rcolcombet@unigestion.com
Web: www.unigestion.com
Relationships: Unigestion Asset Management (Canada) Inc. ia a subsidiary of Unigestion Holding SA.
Managed U.S. Since: 2008
Other Assets Managed: Risk Managed Equities in European, Global, Japanese, Swiss, Emerging & Pacific Markets; Private Equity; Alternatives; Multi-Assets.

VAN BERKOM AND ASSOCIATES
Simon Lussier, Partner, Vice-president and CCO; 1130 Sherbrooke St. W., Ste. 1005, Montreal, QC H3A 2M8
PH: 514-798-3188
Fax: 514-985-2430
eMail: slussier@vbassociates.com
Web: www.vbassociates.com
Managed U.S. Since: 1999
Passive Products: Russell 2000 Index
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.
Victor Schraner, Director, Institutional Clients, North America; 1540 Broadway, 38th Floor, New York, NY 10036
PH: 212-415-7061
Fax: 646-224-5796
eMail: victor.schraner@vusa.com
Web: www.vusa.com
Managed U.S. Since: 1991
Other Assets Managed: International Equity; Emerging Markets Equity; Global Equity; European Equity; Asia Pacific Equity

WELLINGTON MANAGEMENT COMPANY LLP
Alan J. Matijas, Managing Director, Canada; 280 Congress St., Boston, MA 02210
PH: 617-951-5000
eMail: publicationssupport@wellington.com
Web: www.wellington.com
Managed U.S. Since: 1928
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
Jason Stefanelli, Director, Canada; 150 N. Riverside Plaza, Chicago, IL 60606
PH: 416-895-9448
eMail: jstefanelli@williamblair.com
Web: www.williamblair.com
Relationships: None. Since 1935 William Blair has remained a 100% privately-owned, independent investment firm. There are no affiliates or subsidiaries.
Managed U.S. Since: 1935
Passive Products: N/A
Other Assets Managed: Global, Emerging Markets, China A and International (EAFE).

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