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

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Managers Of U.S. Assets For Canadian Plan Sponsors

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

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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

ALLIANCEBERNSTEIN L.P
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@alliancebernstein.com
Web: www.abgobal.com/Institutiional
Relationships: None
Managed U.S. Since: 1971
Passive Products: MACI US REIT INDEX RUSSELL 2000 GROWTH INDEX S&P NORTH AMERICA TECHNOLOGY SECTOR 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 & MID CAP INDEX US SMALL CAP INDEX-RUSSELL 2000 US SMALL CAP INDEX-S&P 600 US STRUCTURED EQUITY
Other Assets Managed: Global Global ex-US EAFE Emerging Markets Regional Single Country Regional

AMUNDI CANADA INC.
Tanya Bishop, Senior Vice-president; 120 Adelaide St. W, Ste 2201, Toronto, ON M5H 1T1
PH: 647-201-4225
eMail: tanya.bishop@amundi.com
Web: amundi.ca
Managed U.S. Since: 1928
Other Assets Managed: Present in over 30 countries across 5 continents, Amundi covers the main markets and investment regions throughout the world. Apart from European bonds and equity, Amundi also has strong expertise in global equity, emerging markets debt and equity, global bonds (constrained and unconstrained), currency, convertibles, low vol and asymetrical equity strategies, alternatives investments and SRI.

BARINGS
Michael Annis, Managing Director; N/A, Toronto, ON N/A
PH: 416-572-2400
eMail: michael.annis@barings.com
Web: www.barings.com
Relationships: N/A
Managed U.S. Since: 1940
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
Relationships: N/A
Managed U.S. Since: 1988
Passive Products: N/A
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: 416-775-5890
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

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

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
Kevin Martino, Vice-president, Institutional; Brookfield Place, 181 Bay St., Ste. 3730, Toronto, ON M5J 2T3
PH: 416-815-2128
Fax: 213-486-9223
eMail: kevin.martino@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, International All Countries Equity, Emerging Markets Equity, Multi-Asset Class (Equity-Income, Global Balanced, Emerging Markets Total Opportunities), Canadian Core Plus Fixed Income, Global Fixed Income, Global Aggregate Fixed Income, Emerging Markets Debt.

CI INVESTMENTS INC.
Bradley Hicks, Senior Vice-president; 2 Queen St.E., Toronto, ON M5C 3G7
PH: 416-681-6557
Fax: 416-681-8849
eMail: bhicks@ci.com
Web: www.ci.com
Relationships: In house portfolio management teams wholly-owned by CI managing US assets for Canadian pension fund clients: CI Global Asset Management; CI Multi-Asset Management. Sub-advisors on contract with CI: Altrinsic Global Global Advisors; Black Creek Investment Management;DoubleLine, Epoch Investment Partners; Picton Mahoney Asset Management; CBRE Global Investors
Managed U.S. Since: 1977
Passive Products: Mackenzie US TIPS Index ETF (CAD Hedged),SPDR Bloomberg Barclays Emerging Markets Local Bond ETF,Vanguard Global ex-US Aggregate Bond Index ETF (CAD Hedged),Vanguard US Aggregate Bond Index ETF (CAD Hedged),iShares Core S&P/TSX Capped Composite Index ETF, SPDR S&P 500 ETF,iShares MSCI EAFE Growth ETF,Invesco Global Listed Private Equity ETF, SPDR Blackstone/GSO Senior Loan 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, Private Equity

CIBC ASSET MANAGEMENT1
Doug MacDonald, CFA, Managing Director & Global Head of Distribution; 161 Bay St., Ste. 2230, Toronto, ON M5J 2S1
PH: 416-364-5620
Fax: 416-364-4472
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 Long, FTSE Universe, FTSE RRB, FTSE 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, 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
Mariana Zubritski-Corovic, Vice-president; 6300 Bee Cave Rd. Building One, Austin, TX 78746
PH: 512-306-4366
eMail: mariana.zubritski-corovic@dimensional.com
Web: ca.dimensional.com/en/
Managed U.S. Since: 1981
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: 1984

FEDERATED HERMES, INC.2
David Gregoire, CFA, CFP, Vice-president; 1001 Liberty Ave., Pittsburgh, PA 15222
PH: 416-527-1150
Fax: 412-288-1093
eMail: David.Gregoire@FederatedHermes.com
Web: www.federatedhermes.com
Relationships: Not Applicable
Managed U.S. Since: 1955
Passive Products: Federated Hermes manages two enhanced index equity U.S. mutual fund portfolios. Federated Hermes does not manage index fixed-income portfolios.
Other Assets Managed: Federated Hermes has honed its disciplined investment process to deliver style-consistent investment products, including 163 equity, fixed-income, multi-asset, money market and alternative/private market portfolios, 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 international, global and domestic products across approximately 60 asset class categories including; Emerging Markets, EAFE, Private Equity, Trade Finance, ESG, Stable Value, Global and Domestic High Yield, Structured Strategies, etc.
2 - Most recently, effective January 31, 2020, Federated Investors, Inc. combined its name with Hermes Investment Management to become Federated Hermes, Inc. unveiling an updated corporate identity focused on a commitment to responsible investing to achieve financial outperformance. Shares of Federated stock began trading on the New York Stock Exchange under the FHI ticker symbol on February 3, 2020.

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: Over 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, liquid alternatives, distressed debt

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
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, Private Equity

FOYSTON, GORDON & PAYNE INC..
Kimberley Woolverton, Executive Vice-president, Head of Distribution; 1 Adelaide St. E., Ste. 2600, Toronto, ON M5C 2V9
PH: 416-848-1936
Fax: 416-367-1183
eMail: kwoolverton@foyston.com
Web: www.foyston.com
Managed U.S. Since: 1981
Other Assets Managed: EAFE, Emerging Markets, Global Equities, Canadian Equities, Canadian Fixed Income, Canadian Preferred Shares.

FRANKLIN TEMPLETON
Bill Tsotsos, Head of Institutional - Canada; 200 King St. W., Ste. 1400, Toronto, ON M5H 3T4
PH: 416-957-6534
eMail: bill.tsotsos@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

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: Canadian Equity, EAFE, Emerging Markets, Global Equity, Fixed Income, Directed Outcome, Multi Asset

HEXAVEST INC.
Marc C. Lavoie, President and Portfolio Manager; 1250 Rene-Levesque Blvd. W., Ste. 4200, Montreal, QC H3B 4W8
PH: 514-390-8484
Fax: 514-390-1184
eMail: mclavoie@hexavest.com
Web: www.hexavest.com/en
Managed U.S. Since: 2004
Other Assets Managed: Global, ESG 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 Investment Management Inc. manages Canadian, US, International and Global equities across a diverse product lineup including high alpha, smart beta, ESG and customized 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

INVESCO
Michael Peck, Senior Vice-president, Head of Canadian Institutional; 120 Bloor St. E., Ste. 700, Toronto, ON M4W 1B7
PH: 416-324-7679
eMail: michael.peck@invesco.com
Web: www.institutional.invesco.ca

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: jpmorgan.com/institutional
Other Assets Managed: EAFE, Global, Emerging Markets, Single Country Regional Mandates, Currency, Alternatives, Real Assets

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.lazardassetmanagement.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; Suite 2510, 1800 McGill College Ave., Montreal, QC H3A 3J6
PH: 844-781-1515
eMail: paul.vaillancourt@lba.ca
Web: www.lba.ca
Managed U.S. Since: 1987
Passive Products: Letko Brosseau actively manages client portfolios.
Other Assets Managed: Investment Options: - Balanced - Fixed Income - Global Equity - Global Equity Income - EAFE - ESG Canadian Equity Plus Income - Fossil Fuel Free Global Equity - Emerging Markets Equity - Canadian 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

MANULIFE INVESTMENT 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
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.
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, 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 (Private Equity, Private Debt, 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

NORTHERN TRUST ASSET MANAGEMENT
David Lester, Senior Vice-president; 1910-145 King St. W., Toronto, ON M5H 1J8
PH: 416-775-2215
Fax: 416-366-2033
eMail: dl101@ntrs.com
Web: www.northerntrust.com
Relationships: Third-party investment sub-advisors through OCIO practice.
Managed U.S. Since: 1979
Passive Products: Passive and active management of both US Equities and US High Yield Fixed Income.
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, Private Debt, Hedge Funds, and Cash Management.

PGIM INC.
Dennis Peters, Vice-president, PGIM Marketing; 655 Broad St., Newark, NJ 07102
PH: 973-367-7173
eMail: dennis.peters@pgim.com
Web: www.pgim.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.

PH&N INSTITUTIONAL (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, Mortgages 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: patrice.denis@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, etc

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.

QV INVESTORS INC.
Jen Breneol, Communications Manager; Suite 1008, 222 - 3rd Ave. SW, Calgary, AB T2P 0B4
PH: 403-265-7007
Fax: 403-266-6524
eMail: jbreneol@qvinvestors.com
Web: www.qvinvestors.com
Relationships: N/A
Managed U.S. Since: 2007
Passive Products: N/A
Other Assets Managed: Global Equity, Canadian Large Cap Equity, Canadian Small Cap Equity, Fixed Income

RUSSELL INVESTMENTS CANADA
Andrew Kitchen, Managing Director, Canada Institutional; 100 King St. W., Ste. 4510, Toronto, ON M5X 1E4
PH: 866-737-2228
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.
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.
Michael W. Brown, Canada Consultant Relations, Vice-president; 30 Adelaide St.E., Ste. 800, 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: We consider index equity investing both our heritage and the foundation of our investment management business. From our roots as an indexing pioneer to our capabilities in active, smart beta and alternatives, our clients’ investing challenges have served as a catalyst for our innovation. In 1978, we launched our S&P 500 Flagship Fund, created the first international index fund in 1979, the first index emerging market strategies in 1991 and the first ETF in 1993. Today, index investing remains of great strategic importance to us and our clients, representing a large portion of our AUM and a key area for growth. We will not rest on our laurels. The size of our index investment program allows us to devote significant analytical and operational resources to product development, process improvement and infrastructure, all of which ultimately help us better meet our client demands. It also provides the potential for economies of scale and cost savings that we pass directly to our clients. Recognizing the many benefits our clients can realize through index equity management - attractive risk/return trade-offs, transparency and cost efficiency - we have grown these capabilities to where we now manage more than CAD $3.49 trillion in index assets as of 31 December 2020 across numerous public and custom benchmarks, as well as a full range of product types. The acquisition of Charles River Development (CRD) in 2018 will also give our clients an efficient and seamless front-to-back solution. Our indexing business will surely benefit, and leverage CRD technology and improve connectivity with other risk management systems.
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- CAD $2.76 Trillion Fixed Income, Cash & Currency- CAD $1.14* Trillion Multi-Asset- CAD $242 Billion Alternatives- CAD $271** 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 SSGA only serves as marketing agent. As of December 31, 2020 Source: State Street Global Advisors

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.slgiinstitutional.com
Relationships: MFS Investment Management - subsidiary (1982)
Managed U.S. Since: 1924
Passive Products: Canadian Equity, Canadian Bond, U.S. Equity
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
Bruce E. Winch, Head of 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.3
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, TD U.S. Money Market Fund, TD U.S Risk Managed Equity Fund, TD U.D. Low Volatility Fund, TD North American Dividend Fund, TD North American Sustainability Equity Fund, TD U.S. Dividend Growth Fund, TD U.S Blue Chip Equity Fund, TD U.S Quantitative Equity Fund, TD U.S Equity Pool (Formerly TD U.S. Equity Portfolio), TD U.S. Monthly Income Fund, TD U.S. Monthly Income Fund - C$, EPOCH U.S. Shareholder Yield Fund, EPOCH U.S. Blue Chip Equity Fund, EPOCH U.S. Blue Chip Equity Currency neutral Fund, EPOCH U.S. Large-Cap Value Fund, TD Dow Jones Industrial Average Index Fund, TD U.S. Index Fund, TD U.S. Index Currency Neutral Fund, TD Nasdaq Index Fund, TD U.S. Risk Managed Equity Class, EPOCH U.S. Large-Cap Value Class
Other Assets Managed: Canadian & US Money Market; Canadian Bonds; High Yield Bonds; US Bonds, Global Bonds, Canadian Equities, International Equities – EAFE and China; Global Equities, Emerging Market Equities, and alternative investments such as Private Debt, Mortgages, Real Estate, and Infrastructure.
3 - A wholly-owned subsidiary of The Toronto-Dominion Bank

TEST
Test, Test; 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: saSasa
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

TRIASIMA PORTFOLIO MANAGEMENT INC.
Nathalie Nowlan, Vice-president, Client Relationships; 900 de Maisonneuve Blvd. W., Ste. 2520, Montreal, QC H3A 0A8
PH: 514-906-0667
Fax: 514-284-3060
eMail: clients@triasima.com
Web: triasima.com
Relationships: none
Managed U.S. Since: 1998
Passive Products: none
Other Assets Managed: Canadian Equity, Canadian All Cap Equity, Canadian Small Cap Equity, Canadian Equity Ex-Fossil, All Country World Equity, All Country World Equity Ex-Fossil

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: 2000
Passive Products: Russell 2000 Index
Other Assets Managed: North-American Small Cap Equities; Asian Small Cap Equities; Canadian Small Cap Equities; US small & mid cap equities

WELLINGTON MANAGEMENT CANADA ULC
Alan Matijas, CFA, Director, Canada; Exchange Tower 130 King St. W.,18th Floor, Toronto, ON M5V 1E3
PH: 416-847-1350
eMail: AJMatijas@wellington.com
Web: www.wellington.com/en/canada/
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 R. Stefanelli, Director, Canada; 125 High St., Ste. 1901, Boston, MA 02110
PH: 617-784-5662
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: Emerging Markets Equity, China A Share Growth, Global and International Equities; Emerging Markets Debt; Global Macro, Active Currency

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