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
Chris 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: Business.Development-Canada@abrdn.com
Web: www.abrdn.com/en/canada /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: Aberdeen Standard Investments focuses on bringing together a global team that is diverse in terms of gender, background and experience and skill-set. In each region, we focus on hiring local professionals to give us an advantage in every market in which we operate. We manage assets on behalf of clients and customers from more than 20 investment centers, aided by support staff located in over 30 locations across the UK, Europe, the Middle East, Americas and Asia. This proximity to markets feeds our investment insight and allows us to more closely understand the needs of our clients. " Toronto (Canada), Boston (US), Stamford (US), New York (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), Seoul (South Korea), Shanghai (China), Tokyo (Japan), Taipei (Taiwan), Hong Kong (China), Sydney (Australia)
Minimum Investment - Pooled: EAFE - $5M; EM Equity - $5M
Minimum Investment - Separate: EAFE - $75M; EM Equity - $100M
Portfolio Managers: EAFE: 13; EM: 49

ADDENDA CAPITAL INC.
Janick Boudreau, CFA, Executive Vice-president, Business Development & Client Partnerships; 800 René-Lévesque Blvd. W., Ste. 2750, Montreal, PQ H3B 1X9
PH: 514-908-1989
Fax: 514-287-7200
eMail: j.boudreau@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. (92.30%), a subsidiary of The Co-operators Group Ltd. Minority shareholders include current and former employees (7.70%).
Performance Presentation Standards: GIPS, Other
Locations: Montréal, Toronto, Guelph, Regina
Minimum Investment - Pooled: 5
Minimum Investment - Separate: 10
Portfolio Managers: 29
Research Analysts: 18

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 - 64.26%, Public - 22.11%, Third-party - 13.63% (AllianceBernstein Directors, Officers and employees)
Business Relationships: AllianceBernstein is affiliated with several financial service organizations, the most prominent being Equitable Holdings (EQH), our majority owner. EQH is a leading financial services company comprised of two principal franchises: Equitable Life, a US insurance company, and AllianceBernstein. EQH had formerly been owned by AXA, a French insurance company. AllianceBernstein is also affiliated with the following broker-dealers: Sanford C. Bernstein & Co., LLC, a US-registered broker-dealer; Sanford C. Bernstein Ltd., a UK-registered broker-dealer; Sanford C. Bernstein (Canada) Limited, a Dealer Member regulated by the Ontario Securities Commission; and Sanford C. Bernstein (Hong Kong) Limited, licensed and regulated in Hong Kong by the Securities and Futures Commission. Sanford C. Bernstein & Co., LLC, Sanford C. Bernstein Ltd., Sanford C. Bernstein (Canada) Ltd., and Sanford C. Bernstein (Hong Kong) Ltd. are wholly-owned subsidiaries of AllianceBernstein.
Performance Presentation Standards: GIPS
Locations: New York, Nashville, Toronto, London, Tokyo, Sydney, Hong Kong
Minimum Investment - Pooled: 10
Minimum Investment - Separate: 70
Portfolio Managers: 149
Research Analysts: 298

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: No
Portfolio Management: Internally
Managed For/Since: 1991
Ownership Structure: Principals - 61%, Third-party - 39% (Nomura Holdings, Inc.)
Performance Presentation Standards: GIPS
Locations: Kansas City, Mountain View, Los Angeles, New York City, London, Hong Kong, Sydney, Frankfurt
Minimum Investment - Separate: $25M
Portfolio Managers: 68
Research Analysts: 67

AMUNDI CANADA INC
Tanya Bishop, Senior Vice-president; 2000 McGill College Ave., Montreal, QC H3A 3H3
PH: 647-201-4225
eMail: tanya.bishop@amundi.com
Web: www.amundi.ca
Manager Style: Active, Passive, Mid, Large Cap, Value, Growth, Core
Currency Managed: Yes
Portfolio Management: Internally
Managed For/Since: 2007
Ownership Structure: Principals - 69.5, Public - 29.5, Third-party - 0.11 (Employees and Treasury Shares)
Business Relationships: Amundi Asset Management and Amundi Group
Performance Presentation Standards: GIPS
Locations: Paris, Dublin, Boston, Toronto, Durham, Miami, Mexico, Santiago, Luxe,bourg, London, Tokyo, Hong Kong, Dubai, Mumbai, Singapore, Milan, Seoul, Beijing
Minimum Investment - Pooled: 10
Minimum Investment - Separate: 10
Portfolio Managers: 0
Research Analysts: 0

BAILLIE GIFFORD & CO
Anthony Spagnolo, Director; 130 King St W, Ste. 1900, Toronto, ON M5X 1E3
PH: 416-505-5927
eMail: anthony.spagnolo@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: Amsterdam, Dublin, Edinburgh, Frankfurt, Hong Kong, London, New York, Shanghai, Toronto, Zurich.
Minimum Investment - Pooled: Varied, minimum fee depending on strategy.
Minimum Investment - Separate: Varied, minimum fee depending on strategy.
Portfolio Managers: 81
Research Analysts: 48

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: $100M
Portfolio Managers: 185
Research Analysts: 123

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: 22
Research Analysts: 25

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
Currency Managed: No
Portfolio Management: Internally
Managed For/Since: 2005
Ownership Structure: Principals
Performance Presentation Standards: GIPS
Locations: Toronto, Montreal, Vancouver
Minimum Investment - Pooled: 5
Minimum Investment - Separate: 10
Portfolio Managers: 15
Research Analysts: 17

CAPITAL GROUP
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
Manager Style: Active, Small, Mid, Large Cap, Core
Currency Managed: Yes
Portfolio Management: Internally
Managed For/Since: 1978
Ownership Structure: Principals
Business Relationships: The Capital Group Companies, Inc. (Capital Group) is the parent company of a number of organizational entities that provide investment management and related services. Capital International Asset Management (Canada), Inc. (CIAM) serves as the investment advisor to Capital Group's mutual funds in Canada. CIAM is a wholly owned subsidiary of Capital Group International, Inc. that is owned by Capital Research and Management Company, a wholly owned subsidiary of The Capital Group Companies, Inc. Questions in this section are answered from the perspective of Capital Group.
Performance Presentation Standards: GIPS
Locations: We have 11 investment and research offices around the world, located in London, Geneva, Los Angeles, San Francisco, Toronto, New York, Washington, D.C., Tokyo, Hong Kong, Singapore and Mumbai. Service offices are located in Amsterdam, Atlanta, Chicago, Frankfurt, Hampton Roads, Indianapolis, Irvine, Luxembourg, Madrid, Menlo Park, Milan, Montreal, Reno, San Antonio, Seattle, Shanghai, Sydney and Zurich.
Minimum Investment - Pooled: $15 (Series I)
Minimum Investment - Separate: TBD
Portfolio Managers: 57
Research Analysts: 99

CI GLOBAL ASSET MANAGEMENT
Bradley Hicks, Senior Vice-president, Head of Institutional; 15 York St., Toronto, ON M5J 0A3
PH: 416-681-6557
Fax: 416-681-8849
eMail: bhicks@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, Black Creek Investment Management, CBRE
Managed For/Since: 1991
Ownership Structure: Principals - 9.8%, Public - 90.2%
Business Relationships: Visit https://ci.com/en/documents/static/66/Statement_of_Policies/32818/32818-05d1b97a087511.pdf
Performance Presentation Standards: Other
Locations: Toronto, Montreal, Calgary, Vancouver, Hong Kong, Boston, San Francisco
Minimum Investment - Pooled: $1M
Minimum Investment - Separate: $50M
Portfolio Managers: 461
Research Analysts: 372
1 - Internal managers (CI GAM) only
2 - Internal managers (CI GAM) only

CIBC ASSET MANAGEMENT
Carlo DiLalla, Managing Director and Head, Institutional Asset Management; 161 Bay St., Ste. 2230, Toronto, ON M5J 2S1
PH: 416-980-2768
eMail: carlo.dilalla@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: 20
Research Analysts: 44

CIDEL ASSET MANAGEMENT INC.
Catherine Jackman, CFA, Head of Institutional Sales; 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 - 95%, Third-party - 5%
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, Chicago, London
Performance Presentation Standards: GIPS
Locations: Investment Professionals: Vancouver (Canada) Administration/Sale: Toronto, Montreal; Chicago (US);London (UK)
Minimum Investment - Pooled: $10M
Minimum Investment - Separate: $50M
Portfolio Managers: 6
Research Analysts: 31

DIMENSIONAL FUND ADVISORS
Mariana Zubritski-Corovic, Vice-president, Consultant Relations; 6300 Bee Cave Rd., Building One, Austin, TX 78746
PH: 512-306-4366
eMail: mariana.zubritski-corovic@dimensional.com
Web: ca.dimensional.com/en
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: 543
Research Analysts: 324
3 - Includes members of the International, U.S., and Fixed Income Portfolio Management teams
4 - Includes Senior Researchers and Senior Investment Strategists

FEDERATED HERMES INC.
David Gregoire, Vice-president; 1001 Liberty Ave., Pittsburgh, PA 15222-3779
PH: 416-527-1150
Fax: 412-288-1093
eMail: David.Gregoire@FederatedHermes.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 Hermes (FHI) is publicly traded on the NYSE and is privately controlled. Voting shares are held in a trust among founding family members. We have been conducting business under this ownership structure since 1998, when we became a public company.
Performance Presentation Standards: GIPS
Locations: Pittsburgh, Pennsylvania, Boston, Massachusetts, New York, New York, Houston, Texas and Warrendale, Pennsylvania (US); Frankfurt (Germany); Dublin (Ireland); London (England); Tokyo, (Japan); Copenhagen, (Denmark), Toronto, Canada, and Singapore.
Minimum Investment - Pooled: Varies by product
Minimum Investment - Separate: US$25M, however, this is negotiable
Portfolio Managers: 134
Research Analysts: 140

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 financial services firm. Fidelity Canada is majority owned by FIL Limited (the ultimate holding company of the group that trades as Fidelity International), and thereafter “Fidelity International”, through a joint venture with Fidelity Canada Investors LLC. As at the date of this document, members of the Johnson family, including Abigail P. Johnson are the predominant owners, directly or through trusts, of Series B voting common units of Fidelity Canada Investors LLC. As at the date of this document, members of the Johnson family group are the predominant owners, directly or through trusts or other legal structures, of Fidelity International. Through their ownership, members of the Johnson family group may be deemed to form a controlling group with respect to Fidelity International.
Business Relationships: Below is a description of all business relationships with related parties to Fidelity Investments Canada: 1. Fidelity Investments Canada ULC ("FIC") is the advisor, manager and trustee of the Funds. 2. For certain Funds, FIAM LLC (“FIAM”), Fidelity Management & Research Company LLC (“FMR”), FIL Limited (“FIL”), FMR Investment Management (UK) Limited (“FMR IM UK”) , and Geode Capital Management LLC (“Geode”) 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 Fund and Investment Operations ("FFIO"), 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 has investment offices around the globe, including 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: 1406
Research Analysts: 267
5 - Formerly listed as Pyramis Global Advisors
6 - Number of portfolio managers represents the total number of FMR and FIL equity portfolio managers. Number of research analysts represents the total number of FMR and FIL equity research professionals (analysts and associates combined) and equity analysts with dual role with portfolio management role. This figure does not include fixed income investment professionals, traders and senior management within the investment team, etc.

FIERA CAPITAL CORPORATION
Michael Quigley, Executive Vice-president - Head of Institutional Markets; 1981 McGill College Ave., Montreal, QC H3A 3A8
PH: 514-954-3300
eMail: mquigley@fieracapital.com
Web: fieracapital.com
Manager Style: Active, Small, Mid, Large Cap, 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 - not disclosed, Public - not disclosed, Third-party - not disclosed (Natixis, National Bank of Canada, Desjardins Group)
Business Relationships: Fiera Infrastructure (Toronto), Fiera Real Estate (Toronto, London), Fiera Comox (Montreal), Fiera Private Debt (Montreal),
Performance Presentation Standards: AIMR, GIPS, Other
Locations: Montreal, Toronto Calgary & Halifax (Canada); New York, Boston, Dayton (US); London (UK), Douglas (Isle of Man), Frankfurt (DE), Hong Kong (CN)
Minimum Investment - Pooled: 5
Minimum Investment - Separate: 20
Portfolio Managers: 75
Research Analysts: 135

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
Manager Style: Active, Large Cap, Value, All-Cap
Currency Managed: No
Portfolio Management: Internally
Managed For/Since: 1994
Ownership Structure: Principals - 37%, Public - 0%, Third-party - 63% (Affiliated Managers Group, Inc. (AMG))
Performance Presentation Standards: GIPS
Locations: Toronto, Montreal Region
Minimum Investment - Pooled: 1
Minimum Investment - Separate: 1
Portfolio Managers: 10
Research Analysts: 9

FRANKLIN TEMPLETON
Duane Green, President & CEO, Canada; 200 King St. W., Ste. 1400, Toronto, ON M5H 3T4
PH: 416-957-6165
eMail: duane.green@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
Sherry Lee Gregory, Vice-president, Institutional Sales and Consultant Relations; 199 Bay St., Commerce Court W., Ste. 3100, Toronto, ON M5L 1E8
PH: 416-947-4086
Fax: 416-364-9634
eMail: slgregory@guardiancapital.com
Web: www.guardiancapitallp.com
Manager Style: Active, Mid, Large Cap, Growth
Currency Managed: No
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, London UK; Guardian Capital Advisors LP, Toronto, Vancouver, Calgary; Worldsource Wealth Management, Markham; Alexandria Bancorp Limited, Cayman Islands; Guardian Capital Real Estate Inc., Toronto; Guardian Ethical Management Inc.; Alta Capital Management, Utah, USA; Agincourt Capital Management Virginia, USA; Guardian Partners Inc., Toronto
Performance Presentation Standards: GIPS
Locations: Toronto, Montreal, Calgary (Canada), London (UK), Salt Lake City (USA), Richmond (USA)
Minimum Investment - Pooled: $1M
Minimum Investment - Separate: Varies by mandate
Portfolio Managers: 37
Research Analysts: 18

HEXAVEST INC.
Marc Christopher Lavoie, President and Portfolio Manager; 1250 Rene-Levesque Blvd. W., Ste. 4200, Montreal, QC H3B 4W8
PH: 514-390-1144
Fax: 514-390-1184
eMail: mclavoie@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 - 100
Performance Presentation Standards: AIMR, GIPS, Other
Locations: Montreal
Minimum Investment - Pooled: $5M
Minimum Investment - Separate: $50M
Portfolio Managers: 6
Research Analysts: 2

HILLSDALE INVESTMENT MANAGEMENT INC.
Harry Marmer, Executive Vice-president, Partner; 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
Manager Style: Active, Small Cap, Core, Hedged Absolute Return, Equity Minimum Risk, Customized Strategies
Currency Managed: No
Portfolio Management: Internally
Managed For/Since: 2013
Ownership Structure: Principals - 80%, Third-party - 20% (Hillsdale is an employee owned institutional investment boutique, controlled approximately 80% by its employees and 20% by private investors.)
Business Relationships: Hillsdale is an employee owned institutional investment boutique, controlled approximately 80% by its employees and 20% by private investors. Hillsdale does not have any affiliates.
Performance Presentation Standards: GIPS
Locations: Toronto
Minimum Investment - Pooled: 2
Minimum Investment - Separate: 25
Portfolio Managers: 5
Research Analysts: 10

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: 254
Research Analysts: 232

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 Defensive Equity, Active Equity, Enhanced Equity and Absolute Return 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. The firm 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. 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 - Pooled: 0
Minimum Investment - Separate: 60
Portfolio Managers: 3
Research Analysts: 2

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: 411
Research Analysts: 320

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 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.” For additional details on ownership, please refer to Lazard’s Form ADV Part 1, which is available on the SEC website.
Performance Presentation Standards: GIPS
Minimum Investment - Pooled: $1M
Minimum Investment - Separate: $5M
Portfolio Managers: 148
Research Analysts: 108

LETKO, BROSSEAU & ASSOCIATES INC.
Paul Vaillancourt, CFA, Director, Investment Services, Partner; 1800 McGill College Ave, Ste. 2510, Montreal, QC H3A 3J6
PH: 844-781-1515
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 $1485 million in assets under management as of June 30, 2021.
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: 18
Research Analysts: 7

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: 6
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: 2005 EAFE, 2007 Emerging Markets
Ownership Structure: Manulife Financial Corporation
Performance Presentation Standards: GIPS
Locations: Beijing, Boston, Brisbane, Calgary, Charlotte, Chicago, Dublin, Ho Chi Minh City, Hong Kong, Jakarta, Kuala Lumpur, London, Los Angeles, Manila, Melbourne, Montreal, Mumbai, New York City, Ottawa, Savoy, Shanghai, Singapore, Taipei, Tauranga, Temuco, Tokyo, Toronto, Turlock, Vancouver BC, Vancouver WA, Washington DC, Waterloo, Zurich
Minimum Investment - Pooled: $5M CAD
Minimum Investment - Separate: Equity $10M, Fixed Income $25M
Portfolio Managers: 203
Research Analysts: 181

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: $12M
Minimum Investment - Separate: $124M
Portfolio Managers: 12
Research Analysts: 4

MATTHEWS ASIA
Jonathan Schuman, Global Head of Sales and Client Services; 4 Embarcadero Center, Ste. 550, San Francisco, CA 94111
PH: 415-954-4532
Fax: 415-788-4804
eMail: institutional@matthewsasia.com
Web: www.matthewsasia.com/institutional
Manager Style: Active, Small, Mid, Large Cap, Growth, Core
Currency Managed: No
Portfolio Management: Internally
Managed For/Since: 1992
Ownership Structure: Principals - 35%, Third-party - 65% (RBC USA HoldCo Corp., Lovell Minnick Partners LLC, Mizuho Bank Limited, Miscellaneous Investors)
Performance Presentation Standards: GIPS, Other
Locations: San Francisco, London, Hong Kong, Shanghai
Minimum Investment - Pooled: $150,000
Minimum Investment - Separate: $150 Million
Portfolio Managers: 20
Research Analysts: 14

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: 15
Research Analysts: 15

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, Small, Mid, Large Cap, Value, Growth, Core, Strategies can vary in Market Cap & Style.
Currency Managed: No
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)
Portfolio Managers: 98
Research Analysts: 120

NAV TEST
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, Nashville, Toronto, London, Tokyo, Sydney, Hong Kong
Minimum Investment - Pooled: 10
Minimum Investment - Separate: 70
Portfolio Managers: 140
Research Analysts: 278

NS PARTNERS LTD.
Brent Wilkins, Head of Institutional Sales - Canada; 1400-130 King St. W., Box 240, Toronto, ON M5X IC8
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: No
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 Locations: Toronto, Vancouver, London (UK)
Performance Presentation Standards: GIPS
Locations: Investment Professionals: London (UK) Administration/Sale: Toronto, Montreal, Vancouver (Canada); Chicago (US)
Minimum Investment - Pooled: $1M
Minimum Investment - Separate: $25M
Portfolio Managers: 9
Research Analysts: 10 (Counts Dedicated Analysts + Portfolio Managers/Fund Managers that also act as research analysts

PGIM7
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
Manager Style: Active, Small, Mid, Large Cap, Value, Growth, Core
Currency Managed: Yes
Portfolio Management: Internally
Managed For/Since: 1996
Ownership Structure: Public
Business Relationships: Prudential Financial, Inc. directly and indirectly through its numerous affiliates, engages in many different financial and other activities, including without limitation, brokerage activities and investment advisory activities. For a list of Prudential Financial, Inc. affiliates/subsidiaries, please refer to Exhibit 21.1 to its Annual Report on Form 10-K filed with the U.S. Securities and Exchange Commission, available at http://www.sec.gov.
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: 6.19
Minimum Investment - Separate: 30.96
Portfolio Managers: 305
Research Analysts: 801
7 - © 2021 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.

PH&N INSTITUTIONAL (RBC GLOBAL ASSET MANAGEMENT INC.)8
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: PH&N Institutional is the institutional business division of RBC Global Asset Management Inc., an indirect, wholly-owned subsidiary of Royal Bank of Canada.
Performance Presentation Standards: GIPS
Locations: Vancouver, Toronto, Montreal
Minimum Investment - Pooled: Based on minimum fee.
Minimum Investment - Separate: Based on minimum fee.
Portfolio Managers: 155
Research Analysts: 104
8 - PH&N Institutional is the institutional business division of RBC Global Asset Management Inc., an indirect, wholly-owned subsidiary of Royal Bank of Canada.

PICTET ASSET MANAGEMENT LTD.
Gian Carlo Siracusa, Senior Business Development Manager; 1000 de la Gauchetiere W., Ste. 3100, Montreal, QC H3B 4W5
PH: 514-350-6255
Fax: 514-288-5473
eMail: mtl-inst@pictet.com
Web: www.am.pictet
Manager Style: Active, Small, Mid, Large Cap, Growth, Core, Emerging Markets: All Cap, Growth; EAFE: All Cap, Growth (GARP); Thematic Equities: All Cap, Growth
Currency Managed: No
Portfolio Management: Internally
Managed For/Since: EAFE since 1995, EMD since 1998, EM Equity since 1991
Ownership Structure: Pictet Asset Management is held at 100% by the Pictet Asset Management Holding SA, Geneva. Pictet Asset Management Holding SA is in turn ultimately owned by the seven partners of the Pictet Group.
Business Relationships: There are broker dealers within the Pictet Group, including Banque Pictet & Cie SA, Pictet Overseas Inc, and Pictet Canada LP. 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, London (UK), Milan, Singapore, Tokyo, Hong Kong
Minimum Investment - Separate: $50M
Portfolio Managers: 202
Research Analysts: 85

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) ; Palm Beach Gardens (USA)
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: 866-737-2228
eMail: akitchen@russellinvestments.com
Web: russellinvestments.com/ca
Manager Style: Active
Currency Managed: No
Portfolio Management: Internally - Multi-manager approach
Managed For/Since: 18 years
Ownership Structure: Principals - N/A, Public - N/A, Russell Investments’ ownership is composed of a majority stake held by funds managed by TA Associates with minority stakes held by funds managed by Reverence Capital Partners, Russell Investments’ management, and Hamilton Lane Incorporated.
Locations: 20 offices around the world
Minimum Investment - Pooled: $20M

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: www.sprucegrove.ca/
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: 2
Research Analysts: 15

STEWART INVESTORS - SUSTAINABLE FUNDS GROUP
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, Our existing Canadian Clients are invested in our Global Sustainability Strategy, however we do offer our EM, Asia and India Sustainability Strategies to Institutional Canadian Clients.
Currency Managed: No
Portfolio Management: Internally
Managed For/Since: 1993
Ownership Structure: Public - Yes
Business Relationships: Semi-autonomous business within First Sentier Investors which is owned by MUFG
Performance Presentation Standards: GIPS
Locations: Edinburgh, Sydney, Singapore, London, New York.
Minimum Investment - Separate: $50m
Portfolio Managers: 6
Research Analysts: 14

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, JPMorgan Asset Management EM: Schroder Investment Management
Managed For/Since: EAFE: 2010 EM: 2011
Ownership Structure: Sun Life Financial
Business Relationships: Schroder Investment Management, MFS, JPMorgan Asset Management
Performance Presentation Standards: AIMR, GIPS
Locations: Toronto, Waterloo, Montreal
Minimum Investment - Pooled: Each series/investor negotiates its own management & advisory fee
Portfolio Managers: 3
Research Analysts: 13

TD ASSET MANAGEMENT INC.9
Mark Cestnik, Managing Director; 161 Bay St., 34th Floor, CT Tower, Toronto, ON M5J 2T2
PH: 416-983-7088
eMail: mark.cestnik@tdam.com
Web: www.tdaminstitutional.com
Manager Style: Active, Passive, Large Cap, Growth, Core
Currency Managed: No
Portfolio Management: Internally
Managed For/Since: 1992
Performance Presentation Standards: GIPS
Locations: Toronto, Montreal, Regina
Minimum Investment - Pooled: 17 M
Minimum Investment - Separate: 200 M
Portfolio Managers: 64
Research Analysts: 122
9 - A wholly-owned subsidiary of The Toronto-Dominion Bank

WILLIAM BLAIR
Jason R. Stefanelli, Director, Head of Canada; 125 High St., Ste. 1901, Boston, MA 02110
PH: 617-784-5662
eMail: jstefanelli@williamblair.com
Web: www.williamblair.com
Manager Style: Active, All Cap, Quality Growth
Currency Managed: No
Portfolio Management: Internally
Managed For/Since: 1996
Ownership Structure: Principals - 204
Business Relationships: None. Active private partnership.
Performance Presentation Standards: GIPS
Locations: Chicago, London, Zurich, Sydney, Shanghai, Boston and New York
Minimum Investment - Pooled: $C5
Minimum Investment - Separate: $C20
Portfolio Managers: 10 Global
Research Analysts: 16 Global

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