Fixed Income Managers

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Privileged and confidential, not for further distribution
Benefits and Pensions Monitor makes no representations or warranties as to the availability, accuracy or completeness of any information contained herein and expressly disclaims any obligation to update said information. Benefits and Pensions Monitor further assumes no liability or responsibility for any errors or omissions in the content of this report.

ACUITY INVESTMENT MANAGEMENT INC. Michael Peck, Senior Vice-president, Institutional; 40 King St. W., Scotia Plaza, 55th Floor, Toronto, ON M5H 3Y2 PH: 416-867-2559 Fax: 416-366-2568 Web: www.acuityfunds.com Manager Style: Credit, Core Plus Bond Mandate

ADDENDA CAPITAL INC. Joe DiMassimo, Senior Vice-president, Client Service & Sales; 36 Toronto St., Ste. 1150, Toronto, ON M5C 2C5 PH: 416-943-1010 Fax: 416-955-0808 Web: www.addenda-capital.com Manager Style: Yield Curve, Credit, Immunized, Core Bonds, Active Duration Bonds

ALLIANCEBERNSTEIN L.P. Sandra Nuttall, Director - Client Relations; Brookfield Place, 161 Bay St., Toronto, ON M5J 2S1 PH: 416-572-2335 Fax: 212-756-4405 Web: www.alliancebernstein.com/institutional Manager Style: Yield Curve, Credit, Structured Products, Index, Quantitative

AMI PARTNERS INC. Craig Labbett, Vice-president, Marketing; 26 Wellington St. E., Ste. 800, Toronto, ON M5E 1S2 PH: 416-865-0731 Fax: 416-865-9241Web: www.amipartners.com Manager Style: Multiple Strategies (Yield Curve, Credit, Duration, Sector)

AURION CAPITAL MANAGEMENT INC. James Clark, Vice-president, Business Development; 120 Adelaide St. W., Toronto, ON M5H 1T1 PH: 416-866-2445 Fax: 416-363-6206 Web: www.aurion.ca Manager Style: Yield Curve, Credit, Index

BAKER GILMORE & ASSOCIATES INC. Bruce Shewfelt, Head of Institutional Sales - Connor, Clark & Lunn Financial Group; 1002 Sherbrooke St. W., Ste. 2620, Montreal, QC H3A 3L6 PH: 416-869-2020 Fax: 416-363-2089 Web: www.cclinvest.com Manager Style: Yield Curve, Credit, Multiple, Diversified Strategies

BARCLAYS GLOBAL INVESTORS CANADA LIMITED Eric Leveille, Head of Canadian Institutional Business; 161 Bay St., Ste. 2500, Toronto, ON M5J 2S1 PH: 416-643-4000 Fax: 416-643-4049 Web: www.barclaysglobal.com Manager Style: Quantitative

BARRANTAGH INVESTMENT MANAGEMENT INC. Robert Cruickshank, Vice-president, Marketing & Client Services; 100 Yonge St., Ste. 1700, Toronto, ON M5C 2W1 PH: 416-868-6295 Fax: 416-868-6593 Web: www.barrantagh.com Manager Style: Yield Curve, Credit

BEUTEL, GOODMAN & COMPANY LTD. William W. Ashby, President; 20 Eglinton Ave. W., Ste. 2000, Toronto, ON M4R 1K8 PH: 416-485-1010 Fax: 416-485-1799 Web: www.beutelgoodman.com Manager Style: Yield Curve, Credit, Immunized, Quantitative, Active, Duration, Interest Rate Anticipation, Sector Swapping, Maturity Swapping

BLACKROCK Tom Goodrum, Managing Director; 40 East 52nd St., New York, NY 10022 PH: 212-810-3729 Fax: 212-935-1370 Web: www.blackrock.com Manager Style: Yield Curve, Credit, Sector Allocation & Issue Selection, Duration & Yield Curve Management

BNY MELLON ASSET MANAGEMENT Richard Terres, Senior Vice-president & Director of Marketing; 320 Bay St., Toronto, ON M5H 4A6 PH: 416-643-6354 Web: www.bnymellon.com Manager Style: Yield Curve, Credit, Structured Products, Index, Immunized, Quantitative

BRANDES INVESTMENT PARTNERS, L.P. Clifford Schireson, Director – Institutional Services & Co-head of Fixed Income; 11988 El Camino Real, Ste. 500, San Diego, CA 92130 PH: 858-755-0239 Fax: 858-755-0916 Web: www.brandes.com Manager Style: Credit, Bottom-up Security Selection

CANSO INVESTMENT COUNSEL LTD. Heather Mason-Wood, Vice-president; 100 York Blvd., Ste. 550, Richmond Hill, ON L4B 1J8 PH: 905-881-8853 Fax: 905-881-1466 Web: www.cansofunds.com Manager Style: Credit

CIBC GLOBAL ASSET MANAGEMENT INC. Michel Jalbert, Vice-president, Head of Institutional Business Development & Marketing; 1000 de la Gauchetiere W., Ste. 3200, Montreal, QC H3B 4W5 PH: 514-876-6907 Fax: 514-875-9364 Web: www.cibcam.com Manager Style: Yield Curve, Credit, Structured Products, Index, Immunized, Quantitative

CLAYMORE INVESTMENTS, INC. Jeffrey Logan, Vice-president; 200 University Ave., 13th Floor, Toronto, ON M5H 3C6 PH: 866-417-4640 Fax: 416-813-2020 Web: www.claymoreinvestments.ca Manager Style: Index

CONNOR, CLARK & LUNN INVESTMENT MANAGEMENT LTD. Bruce Shewfelt, Head of Institutional Sales - Connor, Clark & Lunn Financial Group; 2200-1111 West Georgia St., Vancouver, BC V6E 4M3 PH: 416-869-2020 Fax: 416-363-2089 Web: www.cclinvest.com Manager Style: Yield Curve, Credit, Quantitative

CORDIANT CAPITAL INC. David G. Creighton, President & CEO; Ste. 2400 – 1010 Sherbrooke St. W., Montreal, QC H3A 2R7 PH: 514-286-1142 Fax: 514-286-4203 Web: www.cordiantcap.com Manager Style: Credit

EIM MANAGEMENT (USA) INC. Paul Heffernan, Director, Business Development; 750 Lexington Ave., 27th Floor, New York, NY 10022 PH: 212-371-9000 Fax: 212-371-9111 Manager Style: Fund of Hedge Funds

FIERA CAPITAL INC. Sam Reda, Vice-chairman; 1501 McGill College Ave., Ste. 800, Montreal, QC H3A 3M8 PH: 514-954-3300 Fax: 514-954-3325 Web: www.fieracapital.com Manager Style: Yield Curve, Credit, Structured Products, Index, Immunized

FORTIS INVESTMENT MANAGEMENT CANADA LTD. Christine Girvan, CEO; Simon Segall, Vice-president, Institutional Sales & Client Service; 225 King St. W., 9th Floor, Box 278, Metro Centre, Toronto, ON M5V 3M2 PH: 647-826-4403 or 647-826-4404 Fax: 647-826-4429 Web: www.asset.fortis.com Manager Style: Yield Curve, Credit, Structured Products, Index, Immunized, Quantitative, Global High Yield, Global Emerging Market Bonds

FOYSTON, GORDON & PAYNE INC. David Adkins, Vice-president, Client Service; 1 Adelaide St. E., Ste. 2600, Toronto, ON M5C 2V9 PH: 416-848-1967 Fax: 416-367-1183 Web: www.foyston.com Manager Style: Yield Curve, Credit, Duration, Sector

FRANKLIN TEMPLETON INSTITUTIONAL Duane Green, Senior Vice-president, Institutional Investment Services; 200 King St. W., Toronto, ON M5H 3T4 PH: 416-957-6000 Fax: 416-364-6643 Web: www.franklintempletoninstitutional.ca Manager Style: Yield Curve, Credit, Structured Products

GREYSTONE MANAGED INVESTMENTS Louis Martel, Managing Director & Chief Client Strategist; 300-1230 Blackfoot Dr., Regina, SK S4S 7G4 PH: 306-779-6400 Fax: 306-584-0552 Web: www.greystone.ca Manager Style: Yield Curve, Credit, Structured Products

GUARDIAN CAPITAL LP Brian Holland, Senior Vice-president, Head of Client & Consulting Relationships; Commerce Court West, 199 Bay St., Toronto, ON M5L 1E8 PH: 416-350-3146 Fax: 416-364-9634 Web: www.guardiancapitallp.com Manager Style: Yield Curve

GWL INVESTMENT MANAGEMENT LTD. Patrick J. Clarke, Vice-president, Investment Counselling; 100 Osborne St. N., Winnipeg, MB R3C 3A5 PH: 204-946-8701 Fax: 204-946-8818 Web: www.gwlim.ca Manager Style: Yield Curve, Credit, Interest Rate Anticipation

HOWSON TATTERSALL INVESTMENT COUNSEL Irena Katovcic, Manager, Client Service & Administration; 180 Queen St. W., Toronto, ON M5V 3K1 PH: 416-227-1617 Fax: 416-979-7424 Manager Style: Yield Curve, Credit

HSBC GLOBAL ASSET MANAGEMENT (CANADA) LIMITED Francis Chartier, Head of Institutional Investments; Ste. 300-2001 McGill College, Montreal, QC H3A 1G1 PH: 514-286-4559 Web: www.assetmanagement.hsbc.com Manager Style: Yield Curve, Credit, Structured Products, Index, Immunized, Quantitative, Canadian Fixed Income, US Fixed Income, Global Fixed Income, Quantitative Fixed Income, Absolute Return

HYPERION BROOKFIELD ASSET MANAGEMENT Stacey Berkman, Vice-president; Three World Financial Center, 10th Floor, New York, NY 10281-1010 PH: 212-549-8400 Fax: 212-549-8309 Web: www.hyperionbrookfield.com

INDUSTRIAL ALLIANCE René Chabot, Senior Vice-president; 1080 Grande Allée W., Quebec City, QC G1K 7M3 PH: 418-684-5252 Fax: 418-684-5187 Web: www.inalco.com Manager Style: Yield Curve, Credit, Short-term, Mid-term, Long-term, Universe, Immunizations

INHANCE INVESTMENT MANAGEMENT Kerry Ho, CEO; 1200 - 900 West Hastings, Vancouver, BC V6C 1E5 PH: 604-975-3300 or 866-646-5850 Fax: 604-975-3319 Web: www.inhance.ca Manager Style: Yield Curve, Credit

INTEGRA CAPITAL MANAGEMENT Stephen Johnson, Partner; 2020 Winston Park Dr., Ste. 200, Oakville, ON M5C 2C5 PH: 905-829-1131 Fax: 905-829-2726 Web: www.integra.com Manager Style: Multi-Manager/Multi-Style Domestic Bond Fund, Global Bond Strategies

INVESCO Bruce E. Winch, Senior Vice-president, Institutional Investments; 120 Bloor St. E., Toronto, ON M4W 1B7 PH: 416-324-7448 Fax: 416-590-7742 Web: institutional.invescotrimark.com Manager Style: Yield Curve, Credit

J. ZECHNER ASSOCIATES INC. David Cohen, President; 161 Bay St., Ste. 4750, Box 161, Toronto, ON M5H 2S1 PH: 416-867-8649 Fax: 416-867-8705 Web: www.jzechner.com Manager Style: Yield Curve, Credit, Duration, Blended Benchmarks, VaR, LDI

JARISLOWKSY FRASER LIMITED Peter Godec, Partner; 20 Queen St. W., Ste. 3000, Toronto, ON M5H 3R3 PH: 416-363-7417 Fax: 416-363-8079 Web: www.jfl.ca Manager Style: Yield Curve, Credit

JONES HEWARD INVESTMENT COUNSEL INC. Bill McDonnell, Senior Vice-president, Marketing; 77 King St. W., Ste. 4200, Toronto, ON M5K 1J5 PH: 416-359-5043 Fax: 416-359-5950 Web: www.jonesheward.com Manager Style: Yield Curve, Credit

KBSH CAPITAL MANAGEMENT Craig Auwaerter, Vice-president, Head of Institutional Marketing; One Toronto St., Ste. 700, Toronto, ON M5C 2V6 PH: 416-815-4320 Fax: 416-868-1770 Web: www.kbsh.ca Manager Style: Yield Curve, Credit, Structured Products, Immunized, Duration Management, Yield Curve Positioning, Sector/Issue Selection, Credit/Quality Weightings, Arbitrage/Spread Anomalies, Other

LAZARD ASSET MANAGEMENT LLC Robert Harrison, Senior Vice-president; 130 King St. W., Ste. 1800, Toronto, ON M5X 1E3 PH: 416-945-6627 Web: www.lazardnet.com Manager Style: Yield Curve; Credit; Fundamental, Relative Value

LEGG MASON CANADA INC. David Gregoire, Managing Director, Head of Distribution; 220 Bay St., 4th Floor, Toronto, ON M5E 1Z7 PH: 416-594-2979 Web: www.leggmasoncanada.com Manager Style: Yield Curve, Credit

LINCLUDEN INVESTMENT MANAGEMENT Wayne Wilson, Vice-president; 1275 North Service Rd. W., Ste. 607, Oakville, ON L6M 3G4 PH: 905-825-3543 Fax: 905-825-9525 Web: www.lincluden.com Manager Style: Value

LONDON CAPITAL MANAGEMENT LTD. Nancy Harris, Senior Vice-president, Marketing; 255 Dufferin Ave., London, ON N6A 4K1 PH: 519-435-4128 Fax: 519-435-7501 Web: www.londonlife.com/londoncapital Manager Style: Yield Curve, Credit, Index, Quantitative

LOOMIS, SAYLES & CO., LLP Jamison R. Gagnier, Vice-president, Institutional Sales; One Financial Center, Boston, MA 02111 PH: 617-748-1779 Fax: 617-443-0074 Web: www.loomissayles.com Manager Style: Global Fixed/Credit

MARRET ASSET MANAGEMENT INC. Barry Allan, President; Ste. 2304 - 150 King St. W., Toronto, ON M5H 1J9 PH: 416-214-5800 Web: www.marret.ca Manager Style: Credit

MAWER INVESTMENT MANAGEMENT LTD. Jamie Hyndman, Director, Vice-president of Institutional Sales; 900, 603 – 7th Avenue SW, Calgary, AB T2P 2T5 PH: 403-267-1974 or 800-889-6248 (Toll free) Fax: 403-262-4099 Web: www.mawer.com Manager Style: Credit

MCLEAN BUDDEN LIMITED Alan Daxner, Executive Vice-president; 145 King St. W., Ste. 2525, Toronto, ON M5H 1J8 PH: 416-862-9800 Fax: 416-862-0167 Web: www.mcleanbudden.com Manager Style: Yield Curve, Credit

MFC GLOBAL INVESTMENT MANAGEMENT David Scoon, Vice-president, Institutional Sales; NT6 - 200 Bloor St. E., Toronto, ON M5W 1E4 PH: 416-926-5977 Fax: 416-926-5700 Web: www.mfcglobal.com Manager Style: Yield Curve, Credit, Index, Immunized, Quantitative

MONTRUSCO BOLTON INVESTMENTS INC. Richard Guay, Senior Vice-president; 1250 Rene-Levesque Blvd. W., Ste. 4600, Montreal, QC H3B 5J5 PH: 514-842-6464 Fax: 514-282-2516 Web:
www.montruscobolton.com Manager Style: Credit

NATCAN INVESTMENT MANAGEMENT Michael Quigley, Senior Vice-president; 1100 University St., Ste. 400, Montreal, QC H3B 2G7 PH: 514-871-7671 Fax: 514-871-7531 Web: www.natcan.com

NT GLOBAL ADVISORS, INC. Rubi F. Buchanan, Senior Vice-president, Client Services; 145 King St. W., Ste. 1910, Toronto, ON M5H 1J8 PH: 416-775-2234 Fax: 416-366-2033 Web: northerntrust.com Manager Style: Multi-manager Fund

PHILLIPS, HAGER & NORTH INVESTMENT MANAGEMENT LTD. Richard Self, Vice-president; 20th Floor, 200 Burrard St., Vancouver, BC V6C 3N5 PH: 604-408-6053 Fax: 604-408-6024 Web: www.phn.com Manager Style: Multiple Strategy

PIMCO CANADA CORP. Andrew Forsyth, Vice-president; 120 Adelaide St. W., Ste. 2005, Toronto, ON M5H 1T1 PH: 416-368-3349 Fax: 416-368-3576 Web: www.pimco.ca Manager Style: Active Bond Management

PUTNAM INVESTMENTS Jessica Hazzard, Director, Client Service & New Business Support; One Post Office Square, Boston, MA 02109 PH: 617-292-1000 Fax: 617-760-1618 Web: www.putnam.com Manager Style: Bottom-up Security Selection and Subsector Allocation

PYRAMIS GLOBAL ADVISORS* Michael E. Barnett, Executive Vice-president, Institutional Retirement Services; 483 Bay St., Ste. 300, North Tower, Toronto, ON M5G 2N7 PH: 416-217-7584 Fax: 416-307-
5511 Web: www.pyramis.ca Manager Style: Yield Curve, Credit, Structured Products *A Fidelity Investments Company

RUSSELL INVESTMENTS CANADA LIMITED Mike Sandrasagra, Senior Client Executive, Americas, Institutional (Canada); 100 King St. W., Ste. 5900, Toronto, ON M5X 1E4 PH: 416-362-8411 Fax: 416-362-4494 Web: www.russell.com/ca Manager Style: Yield Curve, Credit, Global Bonds (Currency Hedged)

SCEPTRE INVESTMENT COUNSEL LIMITED David Pennycook, President; 26 Wellington St. E., Ste. 1200, Toronto, ON M5E 1W4 PH: 416-866-2479 Fax: 416-367-8716 Web: www.sceptre.ca Manager Style: Yield Curve, Credit

SCOTIA CASSELS INVESTMENT COUNSEL LTD. Ed Calicchia, Director & Portfolio Manager; One Queen St. E., Ste. 1200, Box 85, Toronto, ON M5C 2W5 PH: 416-933-2238 Fax: 416-933-7481 Web: www.scotiacassels.com Manager Style: Yield Curve, Credit

SEAMARK ASSET MANAGEMENT LTD. Darren Kosack, Senior Vice-president, Client Relations & Marketing; 1801 Hollis St., Ste. 310, Halifax, NS B3J 3N4 PH: 888-303-5055 Fax: 902-423-1518 Web: www.seamark.ca Manager Style: Yield Curve

SEI CANADA David Lester, Director, National Accounts; 70 York St., Ste. 1600, Toronto, ON M5J 1S9 PH: 416-847-6370 Fax: 416-777-9093 Web: www.seic.com Manager Style: Yield Curve, Credit, Immunized

STANDARD LIFE INVESTMENTS INC. Jay Waters, Vice-president, Central Canada; 121 King St. W., Ste. 840, Toronto, ON M5H 3T9 PH: 416-367-2049 Web: www.sli.ca Manager Style: Yield Curve, Credit

STATE STREET GLOBAL ADVISORS, LTD. Randy Oswald, Vice-president, Business Development & Client Servicing; 161 Bay St., TD Canada Trust Tower, Ste. 4530, Toronto, ON M5X 1A9 PH: 647-259-3789 Fax: 416-956-2464 Web: www.ssga.ca Manager Style: Yield Curve, Credit, Structured Products, Index, Immunized, Quantitative

T. ROWE PRICE Wendy Brodkin, Director, T. Rowe Price (Canada), Inc.; 161 Bay St., Ste. 2700, Toronto, ON M5J 2S1 PH: 416-572-2580 Fax: 416-572-4085 Web: www.troweprice.com Manager Style: Bottom-up, Fundamental

TD ASSET MANAGEMENT INC.* Robin Lacey, Managing Director; 161 Bay St., 33rd & 34th Floors, TD Canada Trust Tower, Toronto, ON M5J 2T2 PH: 416-982-6585 Fax: 416-944-6158 Web: www.tdassetmanagement.com Manager Style: Yield Curve, Credit, Structured Products, Index, Immunized, Quantitative, Duration Extension, High Yield, Portable Alpha, Active Fundamental
*A Wholly-owned Subsidiary of The Toronto-Dominion Bank

UBS GLOBAL ASSET MANAGEMENT Angela Vidakovich or Stephen Foote, Executive Directors; 161 Bay St., Ste. 3900, Toronto, ON M5J 2S1 PH: 416-681-5200 Fax: 416-681-5100 Web: ubs.com Manager Style: Yield Curve, Credit

WELLINGTON MANAGEMENT COMPANY, LLP Suzan M. Pozer, Vice-president; 75 State St., Boston, MA 02109 PH: 617-790-7441 Fax: 617-263-4100 Web: www.wellington.com Manager Style: Yield Curve, Credit, Structured Products, Index, Immunized, Quantitative, Broad Market Core, Core Plus

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