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

Directories

EAFE & Emerging Markets

Interactive Statistics: EAFE & Emerging Markets

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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-ca/canada
Manager Style: Active, Large Cap, Core
Currency Managed: No
Portfolio Management: Internally
Managed For/Since: EAFE: 1990; EM: 1996
Ownership Structure: Principals - Less than 2%, Public - As a publicly listed company, our shares are subject to change of ownership at any time.
Performance Presentation Standards: GIPS
Locations: We are a truly global asset manager. Scale gives us a presence which spans the globe. We manage assets on behalf of clients and customers from 24 investment centers, aided by support staff located in over 40 locations across Europe, the Americas, Asia, the Middle East and Australia. This proximity to markets feeds our investment insight and allows us to more closely understand the needs of our clients. Our locations are listed below: Toronto (Canada), Boston (US), Stamford (US), New York (US), Los Angeles (US), Philadelphia (US), Miami (US), São Paulo (Brazil), Aberdeen (UK), Edinburgh (UK), London (UK), Bristol (UK), Dublin (UK), Jersey (UK), Paris (France), Madrid (Spain), Zurich (Switzerland), Geneva (Switzerland), Milan (Italy), Bergen (Norway), Trondheim (Norway), Oslo (Norway), Aarhus (Denmark), Stockholm (Sweden), Helsinki (Finland), Copenhagen (Denmark), Brussels (Belgium), Amsterdam (Netherlands), Luxembourg (Luxembourg), Frankfurt (Germany), Abu Dhabi (UAE), Bangkok (Thailand), Kuala Lumpur (Malaysia), Singapore (Singapore), Jakarta (Indonesia), Seoul (South Korea), Shanghai (China), Tokyo (Japan), Taipei (Taiwan), Hong Kong (China), Sydney (Australia), Melbourne (Australia)
Minimum Investment - Pooled: EAFE - $5M; EM Equity - $10M
Minimum Investment - Separate: EAFE - $75M; EM Equity - $100M
Portfolio Managers: EAFE: 19; EM: 55

ADDENDA CAPITAL INC.
Michel Jalbert, Executive Vice-president, Business Development & Client Partnerships; 800 René-Lévesque Blvd. W., Ste. 2750, Montreal, PQ H3B 1X9
PH: 514-908-7910
Fax: 514-287-7200
eMail: m.jalbert@addendacapital.com
Web: www.addendacapital.com
Manager Style: Active, Large Cap, Growth
Portfolio Management: Internally
Managed For/Since: May 1, 2012
Ownership Structure: Addenda Capital's largest shareholder is Co-operators Financial Services Ltd. (92.16%), a subsidiary of The Co-operators Group Ltd. Minority shareholders include current and former employees (7.84%).
Performance Presentation Standards: GIPS, Other
Locations: Montréal, Toronto, Guelph, Regina
Minimum Investment - Pooled: 5
Minimum Investment - Separate: 20
Portfolio Managers: 30
Research Analysts: 20

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.alliancebernstein.com
Manager Style: Active, Small, Mid, Large Cap, Value, Growth, Core
Currency Managed: Yes
Portfolio Management: Internally
Managed For/Since: First Dedicated EM Strategy: 1989
Ownership Structure: Principals - 65.16, Public - 22.10, Third-party - 12.74 (AllianceBernstein Directors, Officers and employees)
Performance Presentation Standards: GIPS
Locations: New York, Toronto, London, Tokyo, Sydney, Hong Kong
Minimum Investment - Pooled: 10
Minimum Investment - Separate: 70
Portfolio Managers: 136
Research Analysts: 287

AMERICAN CENTURY INVESTMENTS
Ellen DeNicola, Vice-president, Institutional Business Group; 330 Madison Ave., 9th Floor, New York, NY 10017
PH: 800-880-1726
Fax: 816-340-3931
eMail: institutional@americancentury.com
Web: www.institutional.americancentury.com
Manager Style: Active, Large Cap, Growth
Currency Managed: Yes
Portfolio Management: Internally
Managed For/Since: 1991
Ownership Structure: Principals - 60%, Third-party - 40% (Nomura Holdings, Inc.)
Performance Presentation Standards: GIPS
Locations: Kansas City, Mountain View, New York City, London, Hong Kong, Australia
Minimum Investment - Separate: $25M
Portfolio Managers: 80
Research Analysts: 65

BAILLIE GIFFORD & CO
William Pacula, Marketing Director; 780 Third Ave., 47th Floor, New York, NY 10017
PH: 212-319-4637
eMail: william.pacula@bailliegifford.com
Web: www.bailliegifford.com
Manager Style: Active, Mid, Large Cap, Growth
Currency Managed: No
Portfolio Management: Internally
Managed For/Since: Baillie Gifford started investing in the Far East in 1909. More recently, our first specialist EAFE portfolio was established in 1989 and Emerging Markets portfolio in 1994.
Ownership Structure: Principals - 100% privately owned, Public - No, Third-party - No
Performance Presentation Standards: GIPS
Locations: New York, Edinburgh, London, Hong Kong, Frankfurt, Dublin
Minimum Investment - Pooled: Varied, minimum fee depending on strategy.
Minimum Investment - Separate: Varied, minimum fee depending on strategy.
Portfolio Managers: 73
Research Analysts: 36

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
Manager Style: Active, GARP
Currency Managed: Yes
Portfolio Management: Internally
Managed For/Since: EAFE: 1980; EM: 1992
Ownership Structure: Wholly-owned subsidiary of Massachusetts Mutual Life Insurance Company
Performance Presentation Standards: GIPS
Locations: NORTH AMERICA: Boston, MA; Charlotte, NC; Chicago, IL; El Segundo, CA; Hartford, CT; New Haven, CT; New York, NY; Newport Beach, CA; Oakland, CA; Plano, TX; Springfield, MA; Stamford, CT; Toronto, ON; Washington, DC; EUROPE: Amsterdam; Berlin; Dusseldorf; Frankfurt; Geneva; Hamburg; Helsinki; London; Madrid; Milan; Munich; Paris; Stockholm; ASIA-PACIFIC: Hong Kong; Kaohsiung; Melbourne; Sydney; Seoul; Taipei; Tokyo; Shanghai
Minimum Investment - Pooled: Negotiable
Minimum Investment - Separate: Negotiable
Portfolio Managers: 125+
Research Analysts: 200+

BEUTEL, GOODMAN & COMPANY LTD.
Craig Auwaerter, Vice-president, Client Service & Business Development; 20 Eglinton Ave. W., Ste. 2000, Toronto, ON M4R 1K8
PH: 416-932-6342
Fax: 416-485-1799
eMail: cauwaerter@beutelgoodman.com
Web: www.beutelgoodman.com
Manager Style: Active, Large Cap, Value
Currency Managed: No
Portfolio Management: Internally
Managed For/Since: 1992
Ownership Structure: Principals - 51%, Third-party - 49% (Affiliated Managers Group, Inc.)
Performance Presentation Standards: AIMR, GIPS
Locations: Toronto
Minimum Investment - Pooled: $10M
Minimum Investment - Separate: $25M
Portfolio Managers: 13 (10 equity PMs who also function as analysts; 3 fixed income PMs)
Research Analysts: 7 (fixed income analysts; all equity PMs have dual roles as analysts)

BMO GLOBAL ASSET MANAGEMENT
Ross Kappele, Head, Distribution & Client Management Canada; 100 King St. W., Toronto, ON M5X 1A1
PH: 416-359-5217
Fax: 416-364-6758
eMail: ross.kappele@bmo.com
Web: www.bmo.com/institutional
Manager Style: Active, Passive, Small, Mid, Large Cap, Value, Growth, Core
Currency Managed: Yes
Portfolio Management: Internally
Managed For/Since: 1991
Ownership Structure: BMO Financial Group
Business Relationships: BMO Global Asset Management(EMEA)(formerly F&C Asset Management plc.), BMO Asset Management Corp.(US), Pyrford International
Performance Presentation Standards: GIPS, Other
Locations: Toronto, Montreal, Minneapolis, Milwaukee, Chicago, Miami, London, Edinburgh, Paris, Madrid, Lisbon, Amsterdam, Stockholm, Frankfurt, Munich, Zurich, Milan, Geneva, Abu Dhabi, Hong Kong, Sydney
Minimum Investment - Pooled: $10M
Minimum Investment - Separate: $50M
Portfolio Managers: 191
Research Analysts: 105

BRANDES INVESTMENT PARTNERS
Tim Newburn, Director, Institutional Group; 33 Yonge St., Ste. 300, Toronto, ON M5E 1G4
PH: 403-217-1331
eMail: tim.newburn@brandes.com
Web: www.brandes.com
Manager Style: Active, Small, Mid, Large Cap, Value
Currency Managed: No
Portfolio Management: Internally
Managed For/Since: EAFE-1990; EM-1994
Ownership Structure: Principals, Public - 0%, Third-party - 0%
Business Relationships: Affiliate: Brandes Investment Partners, L.P. (San Diego) Service/Support (mutual fund vehicles only): Sionna Investment Managers Inc. (Toronto); Lazard Asset Management (Canada) Inc. (New York); Greystone Managed Investments Inc. (Toronto); Morningstar Associates Inc. (Toronto)
Performance Presentation Standards: GIPS
Locations: Toronto, San Diego, Milwaukee, Dublin, Singapore
Minimum Investment - Pooled: $1M
Minimum Investment - Separate: $10M
Portfolio Managers: 18
Research Analysts: 24

BURGUNDY ASSET MANAGEMENT LTD.
Sylvie Methot, Head Of Canadian Institutional Group; 181 Bay St., Ste. 4510, Toronto, ON M5J 2T3
PH: 416-869-6468
Fax: 416-869-9036
eMail: smethot@burgundyasset.com
Web: www.burgundyasset.com
Manager Style: Active, Small, Mid, Large Cap, Value, Bottom-Up, Fundamental
Portfolio Management: Internally
Managed For/Since: 2005
Ownership Structure: Principals
Performance Presentation Standards: GIPS
Minimum Investment - Pooled: 5
Minimum Investment - Separate: 10
Portfolio Managers: 12
Research Analysts: 20

CI INSTITUTIONAL ASSET MANAGEMENT
Kin Chin, S.Vice-president, Institutional; 2 Queen St. E., 19th Floor, Toronto, ON M5C 3G7
PH: 416-681-1601
Fax: 416-681-8849
eMail: kchin@ci.com
Web: www.ciinstitutional.com
Manager Style: Active, Small, Mid, Large Cap, Value, Growth, Core
Currency Managed: Yes
Portfolio Management: Internally - Altrinsic Global Advisors, Epoch Investment Partners, Picton Mahoney Asset Management, Black Creek Investment Management, QV Investors Inc., CBRE
Managed For/Since: 1991
Ownership Structure: Principals - 8%, Public - 92%
Business Relationships: Visit http://www.ci.com/web/pdf/statement_policy_e.pdf
Performance Presentation Standards: Other
Locations: Toronto, Montreal, Calgary, Vancouver, Hong Kong, Boston
Minimum Investment - Pooled: $1M
Minimum Investment - Separate: $50M
Portfolio Managers: 571
Research Analysts: 382
1 - Portfolio management teams wholly-owned by CI: Signature Global Asset Management, Cambridge Global Asset Management, Harbour Advisors, CI Multi-Asset Management, Sentry Investment Management
2 - Portfolio manager teams wholly-owned by CI: Signature Global Asset Management, Cambridge Global Asset Management, Harbour Advisors, CI Mult-Asset Management , Sentry Investment Management , First Asset

CIBC ASSET MANAGEMENT
Doug MacDonald, Managing Director & Head, Institutional Asset Management; 18 York St., Ste. 1300, Toronto, ON M5J 2T8
PH: 416-780-5739
Fax: 416-364-3286
eMail: Doug.MacDonald@cibc.com
Web: www.cibcam-institutional.com
Manager Style: Active, Passive, Large Cap, Growth
Currency Managed: Yes
Portfolio Management: Internally
Managed For/Since: 1992
Ownership Structure: CIBC Asset Management Inc. is a wholly owned subsidiary of the Canadian Imperial Bank of Commerce (“CIBC”), a widely-held, publicly-traded company.
Performance Presentation Standards: GIPS
Locations: Toronto & Montreal
Minimum Investment - Pooled: $10M
Minimum Investment - Separate: $10M
Portfolio Managers: 22
Research Analysts: 42

CIDEL ASSET MANAGEMENT INC.
Catherine Jackman, CFA, Senior Institutional Director; 60 Bloor St. W., Ste. 900, Toronto, ON M4W 3B8
PH: 416-645-8733
Fax: 416-977-7650
eMail: cjackman@cidel.com
Web: www.cidel.com
Manager Style: Active, Mid, Large Cap, Core
Currency Managed: No
Portfolio Management: Internally
Managed For/Since: 2018 (since 1998 as a subset of Global equities)
Ownership Structure: Principals - 85%, Third-party - 15%
Performance Presentation Standards: GIPS
Locations: Toronto, Calgary
Minimum Investment - Pooled: $5M
Minimum Investment - Separate: $20M
Portfolio Managers: 9-person Equity team
Research Analysts: 9-person Equity team

CONNOR, CLARK & LUNN INVESTMENT MANAGEMENT LTD. (CC&L)
Brent Wilkins, Head of Institutional Sales - Canada; 1400-130 King St. W., Box 240, Toronto, ON M5X 1C8
PH: 416-364-5396
Fax: 416-363-2089
eMail: bwilkins@cclgroup.com
Web: www.cclgroup.com
Manager Style: Active, Small, Mid, Large Cap, Core
Currency Managed: Yes
Portfolio Management: Internally
Managed For/Since: EAFE: 2013 EM: 2013
Ownership Structure: Principals - 71.4%, Third-party - 28.6% (Connor, Clark & Lunn Financial Group Ltd. - 28.6% Connor, Clark & Lunn Investment Management Partnership - 71.4%)
Business Relationships: Connor, Clark & Lunn Financial Group Ltd. Vancouver, Toronto, Montreal, New York, Chicago, London
Performance Presentation Standards: GIPS
Locations: Investment Professionals: Vancouver (Canada) Administration/Sale: Toronto, Montreal; New York, Chicago (US);London (UK)
Minimum Investment - Pooled: $10M
Minimum Investment - Separate: $50M
Portfolio Managers: 4
Research Analysts: 23

DIMENSIONAL FUND ADVISORS
Kevin Martino, Vice-president, Canadian Institutional Services; 2 Bloor St. E., Ste. 2820, Toronto, ON M4W 1A8
PH: 647-498-9139
eMail: kevin.martino@dimensional.com
Web: www.dfaca.com
Manager Style: Active, Small, Mid, Large Cap, Value, Growth, Core
Currency Managed: No
Portfolio Management: Internally
Managed For/Since: EAFE - 1991 Emerging Markets - 1994
Ownership Structure: Privately-held firm
Performance Presentation Standards: GIPS
Locations: Austin, Santa Monica & Charlotte (US); Sydney & Melbourne (Australia); London (UK); Vancouver & Toronto (Canada), Berlin (Germany); Amsterdam (The Netherlands); Singapore (Singapore); Tokyo (Japan); Hong Kong (China)
Minimum Investment - Pooled: $2M
Minimum Investment - Separate: $100M
Portfolio Managers: 513
Research Analysts: 204
3 - Includes members of the International, U.S., and Fixed Income Portfolio Management teams
4 - Includes senior research officers only

EDINBURGH PARTNERS LIMITED
Tom Dickson, Partner & Director - Client Service & Sales; 1255 Treat Blvd., Ste. 300, Walnut Creek, CA 94597
PH: 925-472-6744
Fax: 925-472-6746
eMail: tdickson@edpam.com
Web: www.edinburghpartners.com
Manager Style: Active, The International and Emerging Markets strategies invest across all capitalization ranges. Edinburgh partners monitors, but does not explicitly constrain, systematic factor risk such (e.g. market risk, style (growth vs. value), size, etc.).
Currency Managed: No
Portfolio Management: Internally
Managed For/Since: 2006 and 2012, respectively
Ownership Structure: Principals - Sandy Nairn, Kenneth Greig, Jeremy Young, Jamie Mackintosh, Third-party - Yes (Edinburgh Partners is a wholly-owned subsidiary of Franklin Templeton Investments.)
Business Relationships: Edinburgh Partners has four subsidiaries; Edinburgh Partners North America, Inc. (EPNA), which is a registered investment adviser to two Edinburgh Partners Opportunities Fund (EPOF) sub funds and performs activities relating to sales and client services for US and Canadian clients of EPL; Edinburgh Partners AIFM Ltd (EPAL), which acts as AIFM for the Investment Trusts managed by EPL and the EP Emerging Markets Portfolio LP (3C7 Fund); Edinburgh Partners EM GP LLC, which is a US entity established to set up the 3C7 Fund; and Theseus Investment Partners Limited, a dormant company.
Performance Presentation Standards: GIPS
Locations: Edinburgh (Scotland), Walnut Creek (California)
Minimum Investment - Pooled: N/A
Minimum Investment - Separate: 75
Research Analysts: 14

FEDERATED INVESTORS, INC.
David Gregoire, Vice-president; 1001 Liberty Ave., Pittsburgh, PA 15222-3779
PH: 416-527-1150
Fax: 412-288-1093
eMail: dgregoire@federatedinv.com
Web: www.federatedinvestors.com
Manager Style: Active, Small, Mid, Large Cap, Value, Growth, Core
Currency Managed: Yes
Portfolio Management: Internally
Managed For/Since: EAFE Equity: 2004; Emerging Markets Debt: 1996
Ownership Structure: Principals - 15%, Public - 85%, Federated Investors, Inc. is publicly traded on the New York Stock Exchange through its Class B stock. Class A Voting Shares are held in an Irrevocable Trust, dated May 31, 1989 (the “Voting Trust”), the trustees of which are J. Christopher Donahue, Thomas R. Donahue, and their mother, Rhodora J. Donahue. All executive officers and current directors as a group (13 persons), as of February 28, 2019, represent 5.5% ownership. We estimate that approximately 15% is held by employees and family members.
Performance Presentation Standards: GIPS
Locations: Pittsburgh, Boston, New York, Rochester, Houston, and Warrendale (US); Frankfurt (Germany); Dublin (Ireland); London (England); Tokyo, (Japan); Copenhagen, (Denmark) and other sites throughout the U.S. and Canada.
Minimum Investment - Pooled: Varies by product
Minimum Investment - Separate: US$25M, however, this is negotiable
Portfolio Managers: 83
Research Analysts: 78

FIDELITY CANADA INSTITUTIONAL5
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
Manager Style: Active, Small, Mid, Large Cap, Value, Growth, Core
Currency Managed: No
Portfolio Management: Internally
Managed For/Since: Over 20 years
Ownership Structure: Fidelity is a privately owned company with 100% of the firm owned by the founding Johnson family, various charity organizations and select Fidelity senior employees.
Business Relationships: Below is a description of all business relationships with related parties to Fidelity Investments Canada (FIC): 1. Fidelity is the advisor, manager and trustee of the Funds. 2. For certain Funds, FIAM LLC (“FIAM”), FMR Co., Inc. (“FMRCo”), FIL Limited (“FIL”), Fidelity Investments Money Management, Inc., (“FIMM”), FMR Investment Management (UK) Limited (“FMR IM UK”) and/or Fidelity (Canada) Asset Management ULC (“FCAM”) may act as a sub-adviser to FIC. FIC may engage such sub-advisers to make investments for the Funds. These entities may also provide other services to the Funds, including in respect to investment compliance and proxy voting. 3. Fidelity Pricing and Cash Management Services (“FPCMS”), a division of Fidelity Service Company, Inc. (“FSC”), provides fund accounting and investment management support services to the Funds, including calculating the daily net asset value per unit for the Funds. 4. Portfolio trades in respect to the Funds may be made through Fidelity Capital Markets Services (“FCMS”), a broker affiliated with FIC. FIC has received standing instructions from the Funds’ Independent Review Committee regarding trading through FCMS.
Performance Presentation Standards: GIPS, Other
Locations: Fidelity’s investment offices are located in the USA, Canada, UK and Hong Kong. Fidelity Investments Canada’s headquarters are located in Toronto, with additional offices in Montreal, Calgary, and Vancouver.
Minimum Investment - Pooled: $7.5M
Minimum Investment - Separate: $50M
Portfolio Managers: 1876
Research Analysts: 3697
5 - Formerly listed as Pyramis Global Advisors
6 - This figure represents the number of equity portfolio managers only.
7 - This figure represents the number of total equity research professionals (analysts and associates combined). This figure does not include Fixed Income investment professionals, Traders, Divisional Management, and Other.

FIERA CAPITAL CORPORATION
Frederick Chenel, Senior Vice-president, Head of Consultant Relations & Business Development; 1981 McGill College, Ste. 1500, Montreal, QC H3A 3A8
PH: 514-954-3792
Fax: 514-954-3325
eMail: fchenel@fieracapital.com
Web: www.fieracapital.com
Manager Style: Active, Small, Mid, Large Cap, Core, GARP: Growth at Reasonable Price
Currency Managed: Yes
Portfolio Management: Internally
Managed For/Since: In terms of EAFE Equity Strategy, Fiera has offered EAFE products for 7¾ years or since October 2009. In terms of Emerging Markets Equity Strategy, products have been offered for more than 20 years.
Ownership Structure: Principals - 19%, Public - 56%, Third-party - 25% (Natixis, National Bank of Canada, Desjardins Group)
Business Relationships: Fiera Infrastructure (Toronto), Fiera Real EState (Toronto), Fiera Comox (Montreal), Fiera Private Debt (Montreal), Bel Air Advisors LLC (Los Angeles)
Performance Presentation Standards: AIMR, GIPS, Other
Locations: Montreal, Toronto, Vancouver, Calgary & Halifax (Canada); New York, Boston, Dayton, Los Angeles & San Francisco (US); London (UK), Douglas (Isle of Man), Frankfurt (DE), Hong Kong (CN)
Minimum Investment - Pooled: $5M
Minimum Investment - Separate: $100M
Portfolio Managers: 4
Research Analysts: 17

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
Manager Style: Active, Small, Mid, Large Cap, Value, Growth, Core
Currency Managed: Yes
Portfolio Management: Internally
Managed For/Since: EAFE - 1954, EM - 1987
Ownership Structure: Principals - 35%, Public - 65%
Business Relationships: Franklin Resources, Inc.
Performance Presentation Standards: GIPS
Locations: Toronto (Canada); Nassau (Bahamas); Fort Lauderdale (US); Edinburgh (UK); Singapore (Singapore); Melbourne (Australia); Hong Kong & Shanghai (China); Rio De Janeiro (Brazil); Buenos Aires (Argentina); Warsaw (Poland); Istanbul (Turkey); Moscow (Russia); Dubai (UAE); Mumbai (India); Vienna (Australia); Bucharest (Romania); Johannesburg (South Africa); Ho Chi Minh City (Vietnam); Kuala Lumpur (Malaysia); Seoul (Korea); Bangkok (Thailand)
Minimum Investment - Pooled: $1M
Minimum Investment - Separate: $20M
Portfolio Managers: 30
Research Analysts: 50

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.guardiancapitallp.com
Manager Style: Active, Mid, Large Cap, Growth
Portfolio Management: Internally
Managed For/Since: 2004
Ownership Structure: Guardian Capital LP is wholly-owned by Guardian Capital Group Limited, a publicly listed company that trades on the Toronto Stock Exchange.
Business Relationships: GuardCap Asset Management Limited; Guardian Capital Advisors LP; Worldsource Wealth Management; Alexandria Bancorp Limited; Guardian Capital Real Estate Inc.; Guardian Ethical Management Inc.; Alta Capital Management
Performance Presentation Standards: GIPS
Locations: Toronto, Calgary (Canada), London (UK), Utah (USA)
Minimum Investment - Pooled: $1M
Minimum Investment - Separate: Varies by mandate
Portfolio Managers: 25
Research Analysts: 18

HEXAVEST INC.
Mark-Olivier McNulty, Managing Director; 1250 Rene-Levesque Blvd. W., Ste. 4200, Montreal, QC H3B 4W8
PH: 514-390-3667
Fax: 514-390-1184
eMail: MMcNulty@hexavest.com
Web: www.hexavest.com/en
Manager Style: Active, Large Cap, Core, Core with a value bias
Currency Managed: Yes
Portfolio Management: Internally
Managed For/Since: 1991
Ownership Structure: Principals - 51%, Third-party - 49% (Eaton Vance Corp.)
Business Relationships: Eaton Vance Corp
Performance Presentation Standards: AIMR, GIPS, Other
Locations: Montreal
Minimum Investment - Pooled: $5M
Minimum Investment - Separate: $50M
Portfolio Managers: 10
Research Analysts: 2

HSBC GLOBAL ASSET MANAGEMENT (CANADA) LIMITED
Ramy Zakher, Vice-president, Institutional Investments; 70 York St., Ste. 300, Toronto, ON M5J 1S9
PH: 416-868-8286
Fax: 416-361-6345
eMail: ramy.x.zakher@hsbc.ca
Web: www.assetmanagement.hsbc.com
Manager Style: Active, Passive, Small, Mid, Large Cap, Value, Growth, Core
Currency Managed: Yes
Portfolio Management: Internally
Managed For/Since: 1973
Ownership Structure: Public
Performance Presentation Standards: AIMR, GIPS
Locations: Montreal, Vancouver, Edmonton, Calgary, Toronto & in more than 20 countries/territories
Minimum Investment - Pooled: $1M
Minimum Investment - Separate: $50M
Portfolio Managers: 286
Research Analysts: 243

INTECH INVESTMENT MANAGEMENT LLC (INTECH)
Jim McHugh, Senior Managing Director, Business Development; 250 S. Australian Ave., Ste. 1800, West Palm Beach, FL 33401
PH: 561-775-1100
Fax: 561-775-1156
eMail: jmchugh@intechinvestments.com
Web: www.intechinvestments.com
Manager Style: Active, Large Cap, Value, Growth, Core, Offers institutional investors low volatility, Adaptive volatility, Absolute Return, enhanced index, large-cap core, large-cap growth, and large-cap value strategies within the U.S., global, non-U.S., and emerging markets equity strategies, all of which are engineered with risk controls and optimization parameters that are specific to each strategy’s underlying benchmark index; can also engineer solutions that provide the underlying alpha in a form (i.e., with a beta) that best fits the overall needs of a client.
Currency Managed: No
Portfolio Management: Internally
Managed For/Since: 2006 & 2013
Ownership Structure: Principals - 3, Public - 97, Janus Henderson Group PLC.
Business Relationships: Intech is affiliated with Janus Henderson Group plc, and its subsidiaries and affiliates, which include Perkins Investment Management LLC. Additional information regarding Intech’s affiliates, and the relationship that Intech has with each entity, is discussed in Item 10 of Intech’s Form ADV Part 2A.
Performance Presentation Standards: GIPS
Locations: West Palm Beach, Florida, Princeton, & New Jersey (US); London (UK)
Minimum Investment - Separate: 65
Portfolio Managers: 3
Research Analysts: 3

INVESCO CANADA
Michael Peck, Senior Vice-president, Head of Canadian Institutional; 120 Bloor St. E., Ste. 700, Toronto, ON M4W 1B7
PH: 416-324-7679
Fax: 416-590-7742
eMail: michael.peck@invesco.com
Web: www.institutional.invesco.ca
Manager Style: Active, Passive, Small, Mid, Large Cap, Value, Growth, Core
Currency Managed: No
Portfolio Management: Internally
Managed For/Since: 1981
Ownership Structure: Principals - 8, Public - 92
Performance Presentation Standards: GIPS
Locations: Atlanta, Toronto, Vancouver, Beijing, Hong Kong, Melbourne, Shenzhen, Singapore, Sydney, Taipei, Tokyo, Chicago, Houston, London, Louisville, New York, Palm Harbor (FL), San Diego, Austin, San Francisco, Frankfurt, Henley (UK), Boston, Dallas, London, Luxembourg, Madrid, Milan, Munich, Newport Beach (CA), Paris, Prague, Seoul, Shanghai, Warsaw
Minimum Investment - Pooled: 1
Minimum Investment - Separate: Varies by product
Portfolio Managers: 431
Research Analysts: 347

JARISLOWSKY, FRASER LIMITED
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
Manager Style: Active, Large Cap, Growth
Currency Managed: No
Portfolio Management: Internally
Managed For/Since: 20 years in a specific fund, 35-40 years with individual stocks in segregated portfolios
Ownership Structure: Principals - Wholly owned subsidiary of Bank of Nova Scotia
Performance Presentation Standards: GIPS
Locations: Toronto, Montreal, Calgary, Vancouver, New York
Minimum Investment - Pooled: $1 million
Minimum Investment - Separate: $10 million
Portfolio Managers: 26
Research Analysts: see portfolio managers

LAZARD ASSET MANAGEMENT LLC
Robert Harrison, Director; 130 King St. W., Ste. 1800, Toronto, ON M5X 1E3
PH: 416-945-6627
eMail: robert.harrison@lazard.com
Web: www.lazardassetmanagement.com
Manager Style: Active, Small, Mid, Large Cap, Value, Growth, Core
Currency Managed: Yes
Portfolio Management: Internally
Managed For/Since: EAFE: 1971 EM: 1990
Ownership Structure: Lazard Asset Management LLC is a Delaware limited liability company. It is a wholly-owned (100%) subsidiary of Lazard Frères & Co. LLC (LF&Co.), a New York limited liability company with one member, Lazard Group LLC, a Delaware limited liability company. Interests of Lazard Group LLC are held by Lazard Ltd., which is a Bermuda corporation with shares that are publicly traded on the New York Stock Exchange under the symbol “LAZ.”
Business Relationships: Lazard Asset Management LLC Lazard Asset Management (Canada), Inc. Lazard Asset Management Limited Lazard Gulf Ltd. (Dubai) Lazard Fund Managers (Ireland) Limited Lazard Asset Management (Deutschland) GmbH Lazard Asset Management Schweiz AG Lazard Japan Asset Management KK Lazard Korea Asset Management Co., Ltd. (LKAM) Lazard Asset Management Pacific Co. Lazard Asset Management (Hong Kong) Limited Lazard Asset Management (Singapore) Pte. Ltd.
Performance Presentation Standards: GIPS
Locations: New York, Boston, Chicago, San Francisco & Radnor (US); Montreal & Toronto (Canada); London (UK);Frankfurt & Hamburg (Germany); Milan (Italy); Zurich (Switzerland); Hong Kong (China); Seoul (Korea); Tokyo (Japan); Sydney (Australia); Dublin (Ireland); Singapore (Singapore).
Minimum Investment - Pooled: $1M
Minimum Investment - Separate: $5M
Portfolio Managers: 148
Research Analysts: 113

LETKO, BROSSEAU & ASSOCIATES INC.
Paul Vaillancourt, CFA, Director, Investment Services, Partner; 1800 McGill College Ave, Ste. 2510, Montreal, QC H3A 3J6
PH: 587-350-1706
Fax: 587-350-1708
eMail: paul.vaillancourt@lba.ca
Web: www.lba.ca
Manager Style: Active, Small, Mid, Large Cap, Value, Emerging Markets Pooled Fund launched in 2011 has $1448 million in assets under management as of June 30, 2019.
Currency Managed: No
Portfolio Management: Internally
Managed For/Since: 1987
Ownership Structure: Principals - 84%, Third-party - 16% (Private Individuals)
Performance Presentation Standards: GIPS
Locations: Montreal, Toronto, Calgary
Minimum Investment - Pooled: $1M
Minimum Investment - Separate: $5M
Portfolio Managers: 15
Research Analysts: 8

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.net
Manager Style: Active, Small, Mid, Large Cap, Value, All Cap Manager
Currency Managed: Yes
Portfolio Management: Internally
Managed For/Since: 2000
Ownership Structure: Employee-owned
Minimum Investment - Pooled: $150,000
Minimum Investment - Separate: $2M
Portfolio Managers: 7
Research Analysts: 3

LOUISBOURG INVESTMENTS
Emerson Savage, INSTITUTIONAL INVESTOR SERVICES; 1000-770 Main St., Moncton, NB E1C 1E7
PH: 506-853-5456
Fax: 506-853-5457
eMail: EMERSON.SAVAGE@LOUISBOURG.NET
Web: www.louisbourg.net
Manager Style: Active, Small, Mid, Large Cap, Value, Growth, Core, Top-down & bottom up
Currency Managed: No
Portfolio Management: Internally
Managed For/Since: 2011-02-28
Ownership Structure: Principals - 30%, Public - 0%, Third-party - 70% (Assumption Mutual Life Insurance Company)
Business Relationships: Parent company-Assumption Mutual Life Insurance Company-770 Main Street Moncton NB
Locations: Moncton,Halifax
Minimum Investment - Pooled: 0.5
Minimum Investment - Separate: 1
Portfolio Managers: 5
Research Analysts: 3

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
Manager Style: Active, Passive, Small, Mid, Large Cap, Value, Growth, Core
Currency Managed: Yes
Portfolio Management: Internally
Managed For/Since: EAFE: 2005 EM: 2007
Ownership Structure: Manulife Financial Corporation
Performance Presentation Standards: GIPS
Minimum Investment - Pooled: 5M
Minimum Investment - Separate: Equity 10M, Fixed Income 25M
Portfolio Managers: 162
Research Analysts: 176

MARATHON-LONDON
Patrick Seth, Head of Client Service; Orion House, 5 Upper St. Martin's Lane, London, UK WC2H 9EA
PH: 207-497-2211
eMail: pseth@marathon.co.uk
Web: www.marathon-london.com
Manager Style: Active, Mid, Large Cap, Core, All Cap
Currency Managed: No
Portfolio Management: Internally
Managed For/Since: EAFE - 1987
Ownership Structure: Principals - 3 founding members & other key employees
Performance Presentation Standards: GIPS
Locations: London - UK
Minimum Investment - Pooled: $25M
Minimum Investment - Separate: $200M
Portfolio Managers: 11
Research Analysts: 4

MAWER INVESTMENT MANAGEMENT LTD.
Rob Campbell, Institutional Portfolio Manager; Bay Adelaide Centre, West Tower, Ste. 830, Box 43, 333 Bay St., Toronto, ON M5H 2R2
PH: 416-865-5297
Fax: 416-865-3357
eMail: RCampbell@mawer.com
Web: www.mawer.com
Manager Style: Active, Mid Cap, Quality at the right price
Currency Managed: No
Portfolio Management: Internally
Managed For/Since: 1987
Ownership Structure: Principals - Independent
Performance Presentation Standards: GIPS
Locations: Calgary, Toronto, Singapore
Minimum Investment - Pooled: 5
Minimum Investment - Separate: 50
Portfolio Managers: 13
Research Analysts: 14

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
Manager Style: Active, Large Cap, Value, Growth, Core, Strategies can vary in Market Cap & Style.
Portfolio Management: Internally
Managed For/Since: EAFE: 1996, Emerging Markets: 1995
Ownership Structure: Principals - Up to 20%, Third-party - Remainder (Sun Life Financial, Inc.)
Business Relationships: MFS Institutional Advisors, Inc.; MFS International (U.K.) Limited; MFS Investment Management K.K.; MFS International Ltd.; MFS International (Hong Kong) Limited; MFS International Singapore Pte. Ltd.; MFS Investment Management Canada Limited; MFS Fund Distributors, Inc.; MFS Service Center, Inc.; MFS do Brasil Desenvolvimento de Mercado Ltda.; MFS Investment Management Company, (Lux) S.ar.l.; MFS Heritage Trust Company, 3060097 Nova Scotia Company
Performance Presentation Standards: GIPS
Locations: Boston (US); Hong Kong (China); London (UK); Tokyo (Japan); Singapore (Singapore); São Paulo (Brazil); Mexico City (Mexico); Sydney (Australia)
Minimum Investment - Pooled: $3M
Portfolio Managers: 88
Research Analysts: 114

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: david.lester@ntrs.com
Web: www.northerntrust.com
Manager Style: Active, Passive, Mid, Large Cap, Value, Growth, Core
Currency Managed: No
Portfolio Management: Externally - EAFE and Emerging Markets equities and debt are offered via Manager of Managers program.
Ownership Structure: Public - Yes
Minimum Investment - Pooled: 5
Minimum Investment - Separate: 25

NS PARTNERS LTD.
Brent Wilkins, Head of Institutional Sales - Canada; 1400-130 King St. W., Box 240, Toronto, ON M5X 1C8
PH: 416-364-5396
Fax: 416-363-2089
eMail: bwilkins@cclgroup.com
Web: www.ns-partners.co.uk
Manager Style: Active, Mid, Large Cap, Growth, Core
Currency Managed: Yes
Portfolio Management: Internally
Managed For/Since: EAFE:1981 EM:1996
Ownership Structure: Principals - 50%, Third-party - 50% (Connor, Clark & Lunn Financial Group Ltd. - 50% NS Partners Ltd. - 50%)
Business Relationships: Connor, Clark & Lunn Financial Group; NS Partners Ltd. Locations: Toronto, Vancouver, London(UK)
Performance Presentation Standards: GIPS
Locations: Investment Professionals: London (UK) Administration/Sale: Toronto, Montreal & Vancouver (Canada); New York, Chicago (US);
Minimum Investment - Pooled: $1M
Minimum Investment - Separate: $25M
Portfolio Managers: 9
Research Analysts: 9 (Portfolio managers also act as research analysts)

PGIM8
Janette Jovic, Vice-president, Marketing; 655 Broad St., Newark, NJ 07102
PH: 973-367-9213
eMail: janette.jovic@pgim.com
Web: www.pgim.com
Manager Style: Active, Small, Mid, Large Cap, Value, Growth, Core, Global Multi-Asset Solutions
Currency Managed: Yes
Portfolio Management: Internally
Managed For/Since: 1996
Ownership Structure: Public
Performance Presentation Standards: GIPS
Locations: PGIM has offices in key financial centers around the world, spanning five continents and 15 countries. Find where our offices are located and how to contact them directly at www.pgim.com/about-pgim/locations
Minimum Investment - Pooled: 6.53375
Minimum Investment - Separate: 32.66874999
Portfolio Managers: 1200 Investment Principals, 297 Portfolio Managers
Research Analysts: 734 Rotational Analysts
8 - © 2018 Prudential Financial, Inc. (PFI) and its related entities. PGIM, Inc., is the principal asset management business of PFI and is a registered investment advisor with the US Securities and Exchange Commission. PGIM is a trading name of PGIM, Inc and its global subsidiaries. Prudential Financial, Inc. of the United States is not affiliated with Prudential plc, which is headquartered in the United Kingdom.

PHILLIPS, HAGER & NORTH INVESTMENT MANAGEMENT (RBC GAM INC.)9
John Skeans, Head of Consultant Relations (Canada); 20th Floor, 200 Burrard St., Vancouver, BC V6C 3N5
PH: 604-408-6238
Fax: 604-685-5712
eMail: jskeans@phn.com
Web: institutional.phn.com
Manager Style: Active, Small, Mid, Large Cap, Value, Growth, Core
Currency Managed: Yes
Portfolio Management: Internally
Managed For/Since: 1993
Ownership Structure: Public
Performance Presentation Standards: GIPS
Locations: Vancouver, Toronto, Montreal
Minimum Investment - Pooled: Based on minimum fee.
Minimum Investment - Separate: Based on minimum fee.
Portfolio Managers: 128
Research Analysts: 125
9 - Part of RBC Global Asset Management Inc.

PICTET ASSET MANAGEMENT LTD.
Jean-Pierre Gemme, Senior Business Development Manager; 1000 de la Gauchetiere W., Ste. 3100, Montreal, QC H3B 4W5
PH: 514-350-6217
Fax: 514-288-4573
eMail: mtl-inst@pictet.com
Web: www.am.pictet
Manager Style: Active, Small, Mid, Large Cap, Value, Growth, Core, Emerging Markets: All Cap, Value; EAFE: All Cap, Growth (GARP); Thematic Equities: All Cap, Growth
Currency Managed: No
Portfolio Management: Internally
Managed For/Since: EAFE - 1995, EM - 1991
Ownership Structure: Pictet Asset Management Limited is held at 100% by the Pictet Asset Management Holding SA, Geneva. Pictet Asset Management Holding SA is in turn ultimately owned by the eight partners of the Pictet Group.
Business Relationships: There are broker dealers within the Pictet Group, including Banque Pictet & Cie SA (Geneva), Pictet Overseas Inc, and Pictet Canada LP (Montreal). Pictet Asset Management may use these associated broker dealers where appropriate and where best execution can be provided. For segregated mandates, Pictet Asset Management can accept restrictions on the use of affiliated brokers.
Performance Presentation Standards: GIPS
Locations: Pictet Asset Management has investment centres in: Geneva & Zurich (Switzerland); London (UK); Milan (Italy); Singapore (Singapore); Tokyo (Japan); Hong Kong (China)
Minimum Investment - Pooled: $1
Minimum Investment - Separate: $50M
Portfolio Managers: 167
Research Analysts: 102

PIER 21 ASSET MANAGEMENT INC.
David M. Star, President & CEO; 1751 Richardson St., Ste. 2.200, Montreal, QC H3K 1G6
PH: 514-397-4027
Fax: 514-397-8700
eMail: davidstar@pier21am.com
Web: www.pier21am.com
Manager Style: Active, Large Cap, Value, Growth, Core
Currency Managed: No
Portfolio Management: Externally
Managed For/Since: 2007
Ownership Structure: Principals - 100% privately-owned
Business Relationships: Copenhagen (Denmark); London (UK); Luxembourg (Luxembourg); Sydney (Australia); Dublin (Ireland)
Performance Presentation Standards: GIPS
Locations: Montreal (Canada).
Minimum Investment - Pooled: 5
Minimum Investment - Separate: 20

RUSSELL INVESTMENTS CANADA LTD.
Andrew Kitchen, Managing Director; 100 King St. W., Ste. 4510, Toronto, ON M5X 1E4
PH: 800-737-2228
Fax: 416-362-4494
eMail: akitchen@russellinvestments.com
Web: russellinvestments.com/ca
Manager Style: Active
Currency Managed: No
Portfolio Management: Externally - Multi-manager approach
Managed For/Since: 18 years
Ownership Structure: Principals - N/A, Public - N/A, Funds managed by TA Associates; Reverence Capital; and Russell Investments Management
Locations: 21 offices around the world
Minimum Investment - Pooled: $20M

SCHRODER INVESTMENT MANAGEMENT NORTH AMERICA INC.
Michelle Skelly, Head of Canada; 7 Bryant Park, New York, NY 10018
PH: 212-641-3886
Fax: 212-641-3985
eMail: Michelle.Skelly@Schroders.com
Web: www.schroders.com/canada
Manager Style: Active, Large Cap, Core
Currency Managed: No
Portfolio Management: Internally
Managed For/Since: EAFE - 1981, Emerging Markets - 1991
Ownership Structure: Principals - 47.93, Public - 48.67, Third-party - 3.4 (Schroder employees - 3.4%)
Business Relationships: Principal subsidiaries The principal subsidiaries listed below are those that, in the opinion of the Directors, principally affect the consolidated profits or net assets of the Company, or are regulated. The principal subsidiary entities are wholly-owned subsidiary undertakings of the Company, unless otherwise stated. All undertakings operate in the countries where they are registered or incorporated and are stated at cost less, where appropriate, provisions for impairment. UK Aspect8 Limited1 - 77% owned, Best Practice IFA Group Limited1- 77% owned, Evolution Wealth Network Limited1- 77% owned, Fusion Funds Limited1 - 77% owned, Fusion Wealth Limited1 - 77% owned, Leadenhall Securities Corporation Limited - 100% owned, Schroder & Co. Limited - 100% owned, Schroder Administration Limited2 - 100% owned, Schroder Corporate Services Limited - 100% owned, Schroder Financial Services Limited - 100% owned, Schroder Investment Company Limited - 100% owned, Schroder Investment Management Limited - 100% owned, Schroder Investment Management North America Limited - 100% owned, Schroder Pension Management Limited - 100% owned, Schroder Real Estate Investment Management Limited - 100% owned, Schroder Unit Trusts Limited - 100% owned, Schroder Wealth Management (US) Limited - 100% owned Argentina Schroder Investment Management S.A. – 95% owned Australia Schroder Investment Management Australia Limited - 100% owned Bermuda Schroders (Bermuda) Limited - 100% owned Brazil Schroder Investment Management Brasil Ltda. - 100% owned Canada Schroder Canada Inc. - 100% owned France Algonquin Management Partners France - 100% owned and Schroder AIDA SAS – 70% owned Germany Schroder Investment Management GmbH - 100% owned, Schroder Real Estate Investment Management GmbH - 100% owned, Schroder Real Estate Kapitalverwaltungsgesellschaft mbH - 100% owned Guernsey Burnaby Insurance (Guernsey) Limited - 100% owned, Schroders (C.I.) Limited - 100% owned, Schroder Investment Company (Guernsey) Limited - 100% owned, Schroder Venture Managers (Guernsey) Limited - 100% owned Hong Kong Schroder Adveq Management (Hong Kong) Limited - 100% owned, Schroder & Co. (Hong Kong) Limited - 100% owned, Schroder Investment Management (Hong Kong) Limited - 100% owned Indonesia PT Schroder Investment Management Indonesia – 99% owned Ireland Schroder Investment Management (Ireland) Limited - 100% owned Italy Schroders Italy SIM S.p.A. - 100% owned Japan Schroder Investment Management (Japan) Limited - 100% owned Jersey Schroder Real Estate Managers (Jersey) Limited - 100% owned Luxembourg Schroder Investment Management Europe S.A. - 100% owned, Schroder Real Estate Investment Management (Luxembourg) S.à.r.l. - 100% owned Mexico Consultora Schroders, S.A. de C.V. – 99% owned Singapore Schroder & Co (Asia) Limited - 100% owned, Schroder Investment Management (Singapore) Ltd. - 100% owned South Korea Schroders Korea Limited - 100% owned Switzerland Schroder Adveq Management AG - 100% owned, Schroder & Co Bank AG - 100% owned, Schroder Investment Management (Switzerland) AG - 100% owned, Secquaero Advisors AG – 100% owned Taiwan Schroder Investment Management (Taiwan) Limited - 100% owned United States Schroder Adveq Management US Inc. - 100% owned, Schroder Fund Advisors LLC - 100% owned, Schroder Investment Management North America Inc. - 100% owned, Schroder US Holdings Inc - 100% owned. Source: Schroders, as of December 31, 2018.
Performance Presentation Standards: GIPS, Other
Locations: Bermuda; Buenos Aires (Argentina); Cayman Islands; Mexico City (Mexico); New York & Philadelphia (US); Santiago (Chile); São Paulo (Brazil); Amsterdam (The Netherlands); Cape Town (South Africa); Copenhagen (Denmark); Dubai (UAE); Frankfurt (Germany); Geneva & Zurich (Switzerland); Gibraltar; Luxembourg (Luxembourg); Madrid (Spain); Milan & Rome (Italy); Paris (France); Stockholm (Sweden); Chester; Edinburgh; Guernsey; Jersey; London; Maidstone & Oxford (UK); Beijing; Hong Kong & Shanghai (China); Jakarta (Indonesia); Mumbai (India); Seoul (Korea); Singapore (Singapore); Sydney (Australia); Taipei (Taiwan); Tokyo (Japan) Please note Schroders is a world-class asset manager consisting of over 200 legal entities operating in 32 countries across Europe, the Americas, Asia Middle East and Africa. Our international presence supports us in understanding the needs of our clients and delivering them the right expertise from across the business.
Minimum Investment - Pooled: EM: $5M. EAFE: $5M
Minimum Investment - Separate: EAFE: $50M. EAFE Small Cap: $100M. EM: $100M.
Portfolio Managers: 245
Research Analysts: 237

SPRUCEGROVE INVESTMENT MANAGEMENT LTD.
Tasleem Jamal, Vice-president, Head of Marketing & Client Service; 181 University Ave., Ste. 1300, Toronto, ON M5H 3M7
PH: 416-363-5854
Fax: 416-363-6803
eMail: tjamal@sprucegrove.ca
Web: none
Manager Style: Active, Small, Mid, Large Cap, Value, All Cap
Currency Managed: No
Portfolio Management: Internally
Managed For/Since: 1985
Ownership Structure: Employees
Performance Presentation Standards: AIMR, GIPS
Locations: Toronto
Minimum Investment - Pooled: $5M
Minimum Investment - Separate: $50M
Portfolio Managers: 3
Research Analysts: 11

STEWART INVESTORS
Hugh Tancred, Mr; 10 E. 53rd St., Floor 21, New York, NY 10022
PH: 212-848-9243
eMail: hugh.tancred@stewartinvestors.com
Web: www.stewartinvestors.com
Manager Style: Active, Small, Mid, Large Cap, Value, Growth, Core
Currency Managed: No
Portfolio Management: Internally
Managed For/Since: 1988
Ownership Structure: Public - Yes
Business Relationships: Globally our legal entity is First State Investments.
Performance Presentation Standards: GIPS
Locations: Edinburgh, Sydney, Singapore, London
Minimum Investment - Separate: $50m
Portfolio Managers: 7
Research Analysts: 29

SUN LIFE GLOBAL INVESTMENTS
Anne Meloche, Head of Institutional Business; 1 York St., Toronto, ON M5J 0B6
PH: 416-408-7799
Fax: 416-586-0399
eMail: anne.meloche@sunlife.com
Web: www.sunlifeglobalinvestments.com
Manager Style: Active, Small, Mid, Large Cap, Value, Growth, Core, Low Volatility
Currency Managed: No
Portfolio Management: Externally - EAFE: MFS EM: Schroder Investment Management
Managed For/Since: EAFE: 2010 EM: 2011
Ownership Structure: Sun Life Financial
Business Relationships: Schroder Investment Management, MFS
Performance Presentation Standards: AIMR, GIPS
Locations: Toronto, Waterloo, Montreal
Minimum Investment - Pooled: Each series/investor negotiates its own management & advisory fee
Portfolio Managers: 4
Research Analysts: 15

T. ROWE PRICE
Bruce E. Winch, Head of Canada; 77 King St. W. Ste.4240, Toronto, ON M5K 1G8
PH: 416-360-7214
eMail: bruce_winch@troweprice.com
Web: www.troweprice.com
Manager Style: Active, Small, Mid, Large Cap, Value, Growth, Core
Currency Managed: No
Portfolio Management: Internally
Managed For/Since: We have managed EAFE and Emerging Markets assets since 1984 as part of our broader non-US portfolios.
Ownership Structure: Principals - 13, Public - 80, Third-party - 0 (*T. Rowe Price Group, Inc. is an independent, publicly traded company with significant employee ownership. Common stock owned outright by our associates, combined with outstanding vested stock options and unvested restricted stock awards, total nearly 13% of the firm’s outstanding shares and outstanding vested stock options at December 30, 2018.)
Business Relationships: Not applicable.
Performance Presentation Standards: GIPS
Locations: Baltimore (U.S.) London Hong Kong Tampa (U.S) Owings Mills (U.S.) Singapore Tokyo San Francisco (U.S.) Colorado Springs (U.S.) Copenhagen Amsterdam Stockholm Sydney Luxembourg Toronto Zurich Dubai Milan Melbourne Frankfurt Madrid New York (U.S.) Philadelphia (U.S.)
Minimum Investment - Pooled: Pooled accounts available
Minimum Investment - Separate: 50
Portfolio Managers: 116
Research Analysts: 276

TD GREYSTONE MANAGED INVESTMENTS INC.
Sean Collins, Senior Vice-president, Institutional Relationships; 1230 Blackfoot Dr., 300 Park Centre, Regina, SK S4S 7G4
PH: 306-779-6400
Fax: 306-584-0552
eMail: inquiries@greystone.ca
Web: www.greystone.ca
Manager Style: Active, Large Cap, Growth
Currency Managed: No
Portfolio Management: Internally
Managed For/Since: 1992
Ownership Structure: Principals - 0, Public - 100, Third-party - 0
Business Relationships: TD Greystone represents Greystone Managed Investments Inc., a wholly-owned subsidiary of Greystone Capital Management Inc. (“GCMI”). GCMI is a wholly-owned subsidiary of The Toronto-Dominion Bank and an affiliate of TD Asset Management Inc. (“TDAM”), TDAM USA Inc. and Epoch Investment Partners Inc. All entities are affiliates and wholly-owned subsidiaries of The Toronto-Dominion Bank.
Performance Presentation Standards: GIPS
Locations: Regina, Winnipeg & Toronto (Canada); Hong Kong (China)
Minimum Investment - Pooled: $5M
Minimum Investment - Separate: $50M
Portfolio Managers: 27
Research Analysts: 20

UBS ASSET MANAGEMENT
David Coyle, Executive Director; 161 Bay St., Ste. 4100, Toronto, ON M5J 2S1
PH: 416-681-5200
Fax: 416-681-5100
eMail: david.coyle@ubs.com
Web: ubs.com/institutionalinvestors-ca
Manager Style: Active, Large Cap, Core
Currency Managed: Yes
Portfolio Management: Internally
Managed For/Since: 1981
Ownership Structure: Public
Performance Presentation Standards: GIPS, Other
Locations: Toronto, Montreal, Chicago, New York, London, Zurich, Singapore, Hong Kong, Shanghai
Minimum Investment - Pooled: 15
Minimum Investment - Separate: 100
Portfolio Managers: 314
Research Analysts: 252

VONTOBEL ASSET MANAGEMENT, INC.
Jeffrey Kutler, Executive Director, Institutional Clients, North America; 1540 Broadway, 38th Floor, New York, NY 10036
PH: 646-431-3310
Fax: 212-415-7087
eMail: jeffrey.kutler@vusa.com
Web: www.vusa.com
Manager Style: Active, Large Cap, Growth
Currency Managed: No
Portfolio Management: Internally
Managed For/Since: EAFE: 1990 EM: 1992
Ownership Structure: Vontobel Holding AG
Business Relationships: Related to other companies through parent company
Performance Presentation Standards: GIPS
Locations: Hong Kong (China)
Minimum Investment - Pooled: $5 million or CAD equivalent (private placement funds)
Minimum Investment - Separate: $100 million or CAD equivalent
Portfolio Managers: Int'l: 3, Global: 2, EME: 3
Research Analysts: 17 (portfolio managers are first and foremost business analysts, as such they have been included in the number of research analysts)

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
Manager Style: Active, Large Cap, Growth
Currency Managed: No
Portfolio Management: Internally
Managed For/Since: 1996
Ownership Structure: Principals - 186
Performance Presentation Standards: GIPS
Locations: Chicago, London, Zurich, Sydney, Shanghai
Minimum Investment - Pooled: $5
Minimum Investment - Separate: $20
Portfolio Managers: 9 Global
Research Analysts: 15 Global

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