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

Directories

Managers of U.S. Assets for Canadian Plan Sponsors

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

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for a showcase profile listing.

ABERDEEN ASSET MANAGEMENT INC.
Renee Arnold, Head of Business Development - Canada; 161 Bay St., 44th Floor, Toronto, ON M5J 2S1
PH: 416-777-5571
Fax: 866-290-9322
eMail: renee.arnold@aberdeen-asset.com
Web: www.aberdeen-asset.com
Managed U.S. Since: 1995
Other Assets Managed: Asia Pacific Equity, Emerging Markets, EAFE, Global, SRI Global & International, Single Country Regional Mandates, Fixed Income, etc.

ADDENDA CAPITAL INC.
Michel Jalbert, Senior Vice-president, Business Development & Client Partnerships; 800 Rene-Levesque Blvd. W., Montreal, QC H3B 1X9
PH: 514-287-7373
Fax: 514-287-7200
eMail: m.jalbert@addenda-capital.com
Web: www.addenda-capital.com
Managed U.S. Since: 1991
Other Assets Managed: International Equity, EAFE & Global Equity 

AGF INVESTMENTS INC.
Michael Peck, Senior Vice-president, Institutional; 66 Wellington St. W., 31st Floor, Toronto Dominion Centre, Toronto, ON M5K 1E9
PH: 416-865-4253
eMail: michael.peck@agf.com
Web: www.agf.com
Managed U.S. Since: 1957
Other Assets Managed: EAFE, Emerging Markets, Global Equity, Global Resources, Canadian Equity, Fixed Income, SRI – ESG

AJO
Jim Lobb, Principal; 230 South Broad St., Philadelphia, PA 19102
PH: 215-546-7500
Fax: 215-546-7506
eMail: ajo@ajopartners.com
Web: ajopartners.com
Managed U.S. For: 28 years
Other Assets Managed: Emerging Markets Equity

ALLIANCEBERNSTEIN L.P.
Wendy Brodkin, Managing Director; 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/institutional
Managed U.S. Since: 1971
Passive Products: Asia Developed ex-Japan Index, Bond Index - Non US, European Bond Index, Eurozone Equity Index, Global Commodities Structured Equity, Global Index, Global Index - MSCI World, Global Index - MSCI World ex-Australia, Global Index – Options Over Writing, Global Passive Fixed Income, International Index – Europe, International Index – MSCI EAFE, International Index – MSCI World ex-US IMI, Japan Index, MSCI European Passive Equity, Russell 2000 Growth Index, S&P/ASX 200 Passive Equity, UK 100 Equity Index, UK Passive Fixed Income, US Aggregate Bond Index, US Extended Small Cap Growth, US Fixed Income Index – US Government, US Index – DJ REITs, US Index – Large Cap Growth, US Index – MSCI US IMI, US Index – Russell 1000, US Index – Russell 1000 Growth Index, US Index – Russell 1000 Value, US Index – Russell 3000 Index, US Index – S&P 500, US Mid Cap Index – S&P 400, US Small Cap Index – Russell 2000, International Index – MSCI ACWI, Emerging Markets Index – MSCI, FTSE UK GILTS Index, Barclays US Government Index, Asia ex-Japan Index, FTSE 100 Passive Equity, International Index – EUROSTOXX, International Index – TOPIX, Barclays US Treasury Index
Other Assets Managed: Global, EAFE, Emerging Markets, Regional, Single Country Regional

AVIVA INVESTORS
Doug MacDonald, President; 121 King St. W., Ste. 1400, Toronto, ON M5H 3T9
PH: 416-360-2766
eMail: doug.macdonald@avivainvestors.com
Web: www.avivainvestors.com
Managed U.S. Since: 2000
Other Assets Managed: Fixed Income (Stable Value, US High Yield, Global High Yield, Core Aggregate, EMD, Private Fixed Income, Canadian Core, Canadian Core Plus), Equities, Small Cap Value, SMID Cap Value, Dividend All Cap Value, Independent Value, Long-Short, Real Estate, (REMM, Global REITs), LDI, Fixed Income Macro, Private Equity

AXIOM INTERNATIONAL INVESTORS, LLC
Shane McMahon, Vice-president - Marketing; 33 Benedict Place, Greenwich, CT 06803
PH: 203-422-8036
Fax: 203-422-8090
eMail: smcmahon@axinvest.com
Web: www.axintl.com
Managed U.S. Since: 2004
Other Assets Managed: International, Global, Emerging Markets All Cap, US Small Cap

BEUTEL, GOODMAN & COMPANY LTD.
Peter Clarke, Managing Director, Client Service & Marketing; 20 Eglinton Ave. W., Ste. 2000, Toronto, ON M4R 1K8
PH: 416-485-1010
Fax: 416-485-1799
eMail: marketing@beutelgoodman.com
Web: www.beutelgoodman.com
Managed U.S. Since: 1988
Other Assets Managed: International (EAFE) Equity, Global Equity, Total Equity, Canadian Equity, Canadian Fixed Income, Money Market, Dividend-focused

BLACKROCK
Eric Leveille, Managing Director; 161 Bay St., Ste. 2500, Toronto, ON M5J 2S1
PH: 416-643-4000
Fax: 416-643-4049
eMail: eric.leveille@blackrock.com
Web: www.blackrock.com/ca
Managed U.S. Since: 1988
Passive Products: Variety of Passive Fixed Income & Equity products
Other Assets Managed: Equity, Fixed Income, Real Estate, Liquidity, Alternatives, Asset Allocation/Balanced strategies including EAFE, Emerging Market, Single Country, Global, Frontier mandates

BMO GLOBAL ASSET MANAGEMENT
Marija Finney, Senior Vice-president, Head of Institutional Sales & Service; 77 King St. W., Ste. 4200, Toronto, ON M5K 1J5
PH: 416-359-5003
Fax: 416-359-5950
eMail: marija.finney@bmo.com
Web: www.bmoglobalassetmanagement.com
Relationships: BMO Asset Management U.S. since1994
Managed U.S. Since: 1982
Passive Products: Exchange Traded Funds covering most global asset classes
Other Assets Managed: EAFE, Emerging Markets

BNY MELLON ASSET MANAGEMENT
Rich Terres, Managing Director; 320 Bay St., Toronto, ON M5H 4A6
PH: 416-643-6354
Fax: 416-643-5786
eMail: richard.terres@bnymellon.com
Web: www.bnymellon.com
Relationships: Subsidiaries - The Boston Company Asset Management, Mellon Capital Management, Walter Scott, Standish since 2007
Managed U.S. Since: 1869
Passive Products: S&P, Russell, Wilshire, MSCI, EDHEC
Other Assets Managed: EAFE, Emerging Markets, Regional Emerging Markets, GTAA, Hedge Funds, Currency, Global Bonds, Real Estate, Private Equity, Farmland

BRANDES INVESTMENT PARTNERS
Michael Parsons, Director, Institutional Group; 20 Bay St., Ste. 400, Toronto, ON M5J 2N8
PH: 416-306-5653
Fax: 416-306-5750
eMail: michael.parsons@brandes.com
Web: www.brandes.com 

BROOKFIELD ASSET MANAGEMENT INC.
Eric Bonnor, Senior Vice-president, Private Funds Group; Angela Vidakovich, Director, Brookfield Investment Management; 181 Bay St., Box 762, Toronto, ON M5J 2T3
PH: 416-956-5152
Fax: 416-365-9642
eMail: eric.bonnor@brookfield.com, angela.vidakovich@brookfield.com
Web: www.brookfield.com
Managed U.S. Since: 1989
Other Assets Managed: Real Estate (Core Plus, Value Add, Opportunistic), Infrastructure, Timber, Mezzanine Debt, Restructuring, Core, Fixed Income, Mortgage-backed Securities, High Yield Corporates, REITs

BURGUNDY ASSET MANAGEMENT LTD.
Shihab Zubair, Vice-president; 181 Bay St., Ste. 4510, Bay Wellington Tower, Toronto, ON M5J 2T3
PH: 416-869-3222
Fax: 416-869-9036
eMail: szubair@burgundyasset.com
Web: www.burgundyasset.com
Managed U.S. Since: 1993
Other Assets Managed: Global Equities, EAFE Equities, European Equities, Asian Equities, Canadian Equities, Emerging Market Equities, High Yield, Fixed Income, Money Market

CI INSTITUTIONAL ASSET MANAGEMENT
Dustin Hunt, Head of Institutional; 2 Queen St. E., 19th Floor, Toronto, ON M5C 3G7
PH: 416-681-6679
Fax: 416-681-8849
eMail: dhunt@ci.com
Web: www.ciinstitutional.com
Relationships: Signature Global Advisors, Cambridge Advisors, Harbour Advisors, CI Investment Consulting
Managed U.S. For: 47 years
Other Assets Managed: Canadian Equity, US Equity, Canadian Equity Plus, Canadian Balanced, Canadian Bond, Corporate Bond, High Yield Bond, Short-term Bond, Money Market, Global Equity, Global Balanced, Global Bond, Emerging Markets, European Equity, Target Risk Portfolios, Target Date Portfolios, LDI/ALM

CIBC GLOBAL ASSET MANAGEMENT INC.
Taras Klymenko, Vice-president, Institutional Business Development; 161 Bay St., Ste. 2320, Box 500, Toronto, ON M5J 2S8
PH: 416-214-8338
Fax: 416-364-4472
eMail: taras.klymenko@cibc.ca
Web: www.cibcam.com
Relationships: American Century Investments – Partnership since 2011
Managed U.S. Since: 1988
Passive Products: S&P 500, S&P 600 Small Cap, NASDAQ, Wilshire 5000, Russell 3000 Value, Russell 3000 Growth
Other Assets Managed: Money Market, Canadian Bond, Canadian Equity, EAFE Equity, Immunization, Currency, Asset Mix Overlay, Global Tactical Asset Allocation, Balanced, Asian Equities, Commodities, Global Equity Growth, US Equity

CONNOR, CLARK & LUNN INVESTMENT MANAGEMENT LTD.
Bruce Shewfelt, Head of Institutional Sales, CC&L Financial Group; 2200-1111 West Georgia St., Vancouver, BC V6E 4M3
PH: 416-869-7827
Fax: 416-363-2089
eMail: bshewfelt@cclgroup.com
Web: www.cclinvest.com
Managed U.S. Since: 1998
Other Assets Managed: Balanced, Canadian & Foreign Equity, Fixed Income, Alternative Products.

DIMENSIONAL FUND ADVISORS
Kevin Martino, Vice-president, Dimensional Fund Advisors Canada ULC; 221 Woolwich St., Guelph, ON N1H 3V4
PH: 519-265-9015
Fax: 519-265-8210
eMail: kevin.martino@dimensional.com
Web: www.dfaca.com
Managed U.S. Since: 1981
Other Assets Managed: EAFE, Emerging Markets, Global Fixed Income, Real Estate

EAGLE ASSET MANAGEMENT INC. Nancy Clark, Senior Vice-president, Institutional Marketing; 880 Carillon Pkwy., St. Petersburg, FL 33716
PH: 800-237-3101
Fax: 727-567-8020
eMail: nancy.clark@eagleasset.com
Web: www.eagleasset.com
Managed U.S. Since: 1976
Other Assets Managed: US Equities, Fixed Income Products, International Equity Fund

FIERA CAPITAL CORPORATION
David Pennycook, Vice-chairman & Executive Vice-president, Institutional Markets; 1501 McGill College Ave., Ste. 800, Montreal, QC H3A 3M8 or 1 Adelaide St. E., Ste. 600, Toronto, ON M5C 2W5
PH: 514-954-3300 or 416-364-3711
Fax: 514-954-3325 or 416-955-4877
eMail: dpennycook@fieracapital.com
Web: www.fieracapital.com
Managed U.S. Since: 2009
Other Assets Managed: EAFE, Global, Canadian Equity, Canadian Fixed Income, Absolute Return Strategies

FOYSTON, GORDON & PAYNE INC.
David Adkins, Senior Vice-president; 1 Adelaide St. E., Ste. 2600, Box 200, Toronto, ON M5C 2V9
PH: 416-362-4725
Fax: 416-367-1183
eMail: mciafardoni@foyston.com
Web: www.foyston.com
Managed U.S. Since: 1993
Other Assets Managed: Canadian Equity, Small Cap Canadian Equity, International Equity, Foreign Equity, Developing Markets Equity, Fixed Income (Universe), Fixed Income (Corporate)

FRANKLIN TEMPLETON INSTITUTIONAL
Duane Green, Head of Institutional - Canada; 200 King St. W., Ste. 1400, Toronto, ON M5H 3T4
PH: 416-957-6000
Fax: 416-364-6643
eMail: dgreen2@franklintempleton.ca
Web: www.franklintempletoninstitutional.ca
Relationships: Franklin Resources Inc.
Managed U.S. Since: 1947
Other Assets Managed: Balanced Mandates, Canadian Equity, Canadian Dividends, Canadian Fixed Income, Canadian Core Plus Fixed Income, Emerging Markets Equity, Emerging Markets Fixed Income, Income Trusts, Global Fixed Income, Global Bond Plus Fixed Income, Global Equity, Global Real Estate, Hedge Funds, International Equity, Retirement Target Date/Risk Portfolios, US Equity, Alternatives

GE ASSET MANAGEMENT INCORPORATED
Keith Smith, President, GE Asset Management Canada; 2300 Meadowvale Blvd., Mississauga, ON L5N 5P9
PH: 905-858-6683
Fax: 905-858-5218
eMail: keith.smith@corporate.ge.com
Web: www.geam.com
Managed U.S. Since: 1988
Other Assets Managed: International (EAFE), Emerging Markets, Global, Europe, China, Canadian; Private Equity; Real Estate; Fixed Income

GLC ASSET MANAGEMENT GROUP LTD.
Craig Christie, Vice-president, Institutional Investment Counselling; 100 Osborne St. N., Winnipeg, MB R3C 3A5
PH: 204-946-4083
Fax: 204-946-8818
eMail: craig.christie@glc-amgroup.com
Web: www.glc-amgroup.com
Relationships: AGF Investments Inc., Beutel Goodman, McLean Budden for 19 years
Managed U.S. For: 30 years
Passive Products: US Equity Index
Other Assets Managed: EAFE, Emerging Markets

GOLDMAN SACHS ASSET MANAGEMENT, LP
Craig Russell, Managing Director, Head of the Americas Institutional Business; 200 West St., New York, NY 10282
PH: 212-902-1000
Fax: 212-428-3150
Web: www.gs.com 

GREYSTONE MANAGED INVESTMENTS INC.
Louis R. Martel, Managing Director & Chief Client Strategist; 300 Park Centre, 1230 Blackfoot Dr., Regina, SK S4S 7G4
PH: 800-213-4286
Fax: 306-585-1570
eMail: louis.martel@greystone.ca
Web: www.greystone.ca
Managed U.S. Since: 1988
Other Assets Managed: Fixed Income, Mortgages, Real Estate, Canadian Equity, Non-North American Equity

GUARDIAN CAPITAL LP
Robert Broley, Senior Vice-president; Commerce Court W., Ste. 3100, Toronto, ON M5L 1E8
PH: 416-947-4086
Fax: 416-364-9634
eMail: rbroley@guardiancapital.com
Web: www.guardiancapitallp.com
Managed U.S. For: 10 years
Other Assets Managed: EAFE, Emerging Markets GPS, Global, Global GPS

HEXAVEST INC.
Robert Brunelle, Senior Vice-president; 1250 Rene-Levesque Blvd. W., Ste. 4200, Montreal, QC H3B 4W8
PH: 514-390-1225
Fax: 514-390-1184
eMail: rbrunelle@hexavest.com
Web: www.hexavest.com
Managed U.S. Since: 2004
Other Assets Managed: Global Equities, ACWI Equities, EAFE Equities, European Equities, Pacific Equities, Canadian Equities, Emerging Market Equities, Tactical Asset Allocation, Global Macro Strategy

HILLSDALE INVESTMENT MANAGEMENT INC.
Allan Hutton, Vice-president, Institutional Investment Services; 100 Wellington St. W., Ste. 2100, Toronto, ON M5K 1J3
PH: 416-913-3946
Fax: 416-913-3901
eMail: ahutton@hillsdaleinv.com
Web: www.hillsdaleinv.com 

INDUSTRIAL ALLIANCE
Renee Laflamme, Vice-president, Group Savings & Retirement; 1080 Grande Allee W., Quebec City, QC G1K 6M3
PH: 418-684-5252
Fax: 418-684-5187
eMail: renee.laflamme@inalco.com
Web: www.inalco.com
Relationships (Since): Third Party – MFS (2001), Batterymarch (2009), Jarislowsky Fraser (2004), Sprucegrove; In-house Manager – Industrial Alliance
(2007)
Managed U.S. For: 5 years
Passive Products: BlackRock US Index
Other Assets Managed: EAFE, Global, Emerging Markets

INTEGRA CAPITAL LIMITED Charles Swanepoel, Co-CIO; 200-2020 Winston Park Dr., Oakville, ON L6H 6X7
PH: 905-829-1131
Fax: 905-829-2726
eMail: contactus@integra.com
Web: www.integra.com
Relationships (Since): Barrow, Hanley, Mewhinney & Strauss (1998); Atlantic Trust Pell Rudman (1998); Principal Global Investors (2012); Analytic Investors LLC (2000); Panagora Asset Management (2006); Columbia Investment Management Advisors LLC (2012); Gryphon Investment Counsel (1987)
Managed U.S. Since: 1987
Other Assets Managed: Canadian Equity, US Equity, International Equity, Global Equity, Emerging Market Equity, High Quality Canadian Fixed Income Plus, Canadian Bonds (DEX & DEX Long), US High Yield, US Investment Grade, Global Fixed Income, Currency

J.P. MORGAN ASSET MANAGEMENT (CANADA)
Mark Doyle, Executive Director, Client Advisor; 200 Bay St., Ste. 1800, Toronto, ON M5J 2J2
PH: 416-981-9109
Fax: 416-981-9196
eMail: mark.x.doyle@jpmorgan.com
Web: www.jpmorgan.com/institutional
Relationships (Since): Highbridge Capital Management LLC (2004), Gavea Investimentos (2010), Junius Real Estate Partners, Security Capital Research & Management (2003)
Managed U.S. Since: 1799
Other Assets Managed Fixed Income (US, Regional, Global), Global Liquidity, Global Equities, EAFE Equities, Emerging Market Equities, Regional/Single Country Equities, Fixed Income, Real Estate, REITs, Infrastructure, Shipping Strategies, Currency, Commodities, Hedge Funds, Hedge Fund of Funds, Private Equity, Private Equity Fund of Funds, Balanced Funds/Asset Allocation

JANUS CAPITAL GROUP INC.
Susan Oh, Senior Vice-president, Head of Janus Capital Institutional; 151 Detroit St., Denver, CO 80206
PH: 800-227-0486
Fax: 303-394-7697
eMail: institutional@janus.com
Web: www.janusinstitutional.com
Relationships: Janus Capital Management LLC; INTECH Investment Management LLC; Perkins Investment Management LLC
Managed US Since: Janus - 1969, INTECH - 1987, Perkins - 1980
Other Assets Managed: EAFE, Emerging Markets, Global, Regional Mandates

JARISLOWSKY FRASER LIMITED
Peter Godec, Partner; 20 Queen St. W., Ste. 3100, Toronto, ON M5H 3R3
PH: 416-363-7417
Fax: 416-363-8079
eMail: pgodec@jfl.ca
Web: www.jfl.ca
Managed U.S. For: ~50 years
Other Assets Managed: EAFE & Global (not including Canadian mandates)

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.lazardnet.com
Managed U.S. Since: 1970
Other Assets Managed: Global, International, Emerging Markets, Single Country (US, UK, Australia, Japan), REITs, Balanced, TAA, Hedge Funds, Hedge Fund of Funds

LEGG MASON CANADA INC.
David Gregoire, Managing Director & Head of Distribution; 220 Bay St., 4th Floor, Toronto, ON M5J 2W4
PH: 416-594-2979
Fax: 416-860-0628
eMail: ddgregoire@leggmason.com
Web: www.leggmasoncanada.com
Relationships: Affiliates – Batterymarch Financial Management, Brandywine Global Investment Management, Western Asset Management, ClearBridge Advisors since 2000
Managed U.S. Since: 1982
Other Assets Managed: Canadian Equities, US Equities, International Equities, EAFE, EME, Global Equities, Canadian Fixed Income, US Fixed Income, Global Fixed Income, Money Market, Hedge Funds, Asset Allocation/Balanced, LDI Solutions, 130/30, SRI/ESG

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
eMail: wayne.wilson@lincluden.net
Web: www.lincluden.net
Managed U.S. Since: 1982
Other Assets Managed: Canadian, US, EAFE, Global Equities, Canadian Bonds of varying mandates including Universe, Short Duration, Long Duration, Liability Matching, Real Return Bonds

LORD, ABBETT & CO. LLC
Jonathan M. Morgan, Partner, Director of Institutional Services; 90 Hudson St., Jersey City, NJ 07302
PH: 201-827-2848
Fax: 201-827-3848
eMail: jmorgan@lordabbett.com
Web: www.lordabbett.com
Managed U.S. Since: 1929
Other Assets Managed: International Core Equity - EAFE Plus, International Core Equity - ACWI ex-US, International Small Cap Core Equity, International Dividend

LOUISBOURG INVESTMENTS INC.
Luc Gaudet, CEO; 770 Main St., 10th Floor, Moncton, NB E1C 8L1
PH: 506-853-5410
Fax: 506-853-5457
eMail: luc.gaudet@louisbourg.net
Web: www.louisbourg.net
Managed U.S. For: 11 years
Other Assets Managed: Canadian, EAFE, Emerging Markets

MADISON SQUARE INVESTORS LLC
Steve Sexeny, Managing Director - Head of Sales & Client Services; 1180 Avenue of the Americas, 22nd Floor, New York, NY 10036
PH: 212-938-8151
Fax: 212-938-8182
eMail: steve.sexeny@msinvestors.com
Web: www.msinvestors.com
Relationships: Institutional Capital LLC, New York Life Investment Management LLC, MacKay Shields LLC, Madison Capital Funding LLC, New York Life Capital Partners, Private Advisors LLC since 2000
Managed U.S. For: > 20 years
Passive Products: S&P 500 Index Strategy
Other Assets Managed: US Large Cap Enhanced, US Mid Cap Core, US Small Cap Core, US Large Cap Core 130/30, US Equity Market Neutral, US Large Cap Growth, Fundamental International Equity, Fundamental Global Equity, Quantitative International Equity, International 130/30, Quantitative Global Equity, Quantitative Emerging Markets, Quantitative Emerging Markets Equity (ex-Iran)

MANULIFE ASSET MANAGEMENT
Adam Neal, Head of Canadian Sales & Relationship Management; 200 Bloor St. E., Toronto, ON M4W 1E5
PH: 416-852-7498
Fax: 416-926-5700
eMail: adam_neal@manulifeam.com
Web: www.manulifeam.com
Managed U.S. Since: Late 1800s
Passive Products: US Equities, Canadian Equities, DEX Universe Bonds
Other Assets Managed: Canadian Equity, Global Equity, EAFE, International & Regional (e.g. Hong Kong, China, Japan, Taiwan) Equity, Domestic & Foreign Fixed Income (including Money Market & Mortgages), Emerging Markets, Balanced, Alternative (including Real Estate, Timber, Agriculture, Oil & Gas)

MFS MCLEAN BUDDEN
Christine Girvan, Managing Director, Sales, Canada; 77 King St. W., 35th Floor, Toronto, ON M5K 1B7
PH: 416-361-7273
Fax: 416-862-0167
eMail: cgirvan@mfsmb.com
Web: www.mcleanbudden.com or www.mfs.com
Managed U.S. Since: 1924
Other Assets Managed: EAFE, Emerging Markets, Global Equity, Single Country Regional, Bonds, Multi-asset, etc.

MONTRUSCO BOLTON INVESTMENTS INC.
Karl Gauvin, Vice-president, Corporate Development; 1510 McGill College, Montreal, QC H3B 3M8
PH: 514-282-2451
Fax: 514-282-2550
eMail: gauvink@montruscobolton.com
Web: www.montruscobolton.com
Managed U.S. Since: 1985
Other Assets Managed: Canadian Equity, EAFE, MSCI World

NORTHERN TRUST GLOBAL INVESTMENTS
David Lester, 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
Relationships: Pooled Fund solutions (active & passive) consist of third party investment firms via its Manager of Managers program
Managed U.S. Since: 1979
Passive Products: Equity Index Accounts on Separately Managed Account Basis; Pooled Funds for MSCI World & MSCI Emerging Markets Index Strategies
Other Assets Managed: EAFE, Emerging Markets, World Equity, US Dollar Cash

ONE FINANCIAL CORPORATION
Paul McKenna, Senior Vice-president; Ste. 1600, 200 King St. W., Toronto, ON M5H 3T4
PH: 416-360-8720
Fax: 416-360-8947
eMail: pmckenna@onefinancial.com
Web: www.onefinancial.com 

PANAGORA ASSET MANAGEMENT, INC. Robert Job, Head of Business Development & Client Solutions; 470 Atlantic Ave., 8th Floor, Boston, MA 02210
PH: 617-439-6300
Fax: 617-790-2600
eMail: pdamplo@panagora.com
Web: www.panagora.com
Managed U.S. Since: 1985
Passive Products: U.S. Equity, International Equity, Socially Responsible Equity, Tax Aware, U.S. Fixed Income, Global Fixed Income
Other Assets Managed: MSCI World; EAFE; Emerging Markets Equity; Multi-asset Strategies including GTAA, Risk Parity, & Fixed Income capabilities

PHILLIPS, HAGER & NORTH INVESTMENT MANAGEMENT*
John Skeans, Vice-president; #2010-200 Burrard St., Vancouver, BC V6C 3N5
PH: 604-408-6000
Fax: 604-685-5712
eMail: data@phn.com
Web: www.phn.com
Relationships: The firm may, to some degree, work with RBC GAM subsidiaries (e.g. RBC GAM US for US Equities & BlueBay for US Bonds) in managing US assets on behalf of Canadian pension assets.
Managed U.S. For: 48 years
Other Assets Managed: Canadian Cash Management, Canadian Fixed Income, High Yield Bonds, Canadian Equities (GARP, Value, Core), EAFE Equities & Bonds, Derivative Overlay, Alternatives
*Part of RBC Global Asset Management

PIMCO CANADA CORP.
Andrew Forsyth, Senior Vice-president; 120 Adelaide St. W., Ste. 1901, Toronto, ON M5H 1T1
PH: 416-368-3349
Fax: 416-368-3576
eMail: andrew.forsyth@pimco.com
Web: www.canada.pimco.com
Relationships: PIMCO LLC – Parent company
Managed U.S. Since: 1971
Other Assets Managed: Global Bonds, Emerging Markets Bonds, High Yield Bonds, Investment Grade Corporate Bonds, Inflation-linked Bonds, Single Country/Regional Bonds, Synthetic Real Estate, Synthetic Commodities, Tactical Asset Allocation, Fixed Income Hedge Fund Style, Tail Risk Hedging Strategies, Global Equity

PYRAMIS GLOBAL ADVISORS (CANADA)*
Michael Barnett, Executive Vice-president, Institutional Distribution; 483 Bay St., Toronto, ON M5G 2N7
PH: 416-217-7773
eMail: michael.barnett.pyr@pyramis.com
Web: www.pyramis.ca
Managed U.S. Since: Canadian Clients – 1987, US Clients – 1946
Other Assets Managed: Canadian Equities, US Equities, EAFE Equities, Global Equities, Emerging Markets Equities, Single Country/Regional Mandates, Canadian Fixed Income, US Fixed Income, Global Fixed Income, Emerging Market Fixed Income, Canadian Money Market, US Money Market, Canadian Balanced, Global Balanced, Real Estate, Market Neutral Mandates, Institutional Lifecycle
*A Fidelity Investment Company

RUSSELL INVESTMENTS CANADA
Dexton Blackstock, Director, Head of Institutional Business Development; 100 King St. W., Ste. 5900, Toronto, ON M5X 1E4
PH: 416-640-6202
Fax: 416-362-4494
eMail: dblackstock@russell.com
Web: www.russell.com/ca
Relationships: Cornerstone Capital Management Inc.; First Eagle Investment Management, LLC; Institutional Capital Corporation (ICAP); Levin Capital Strategies, LP; Aronson + Johnson + Ortiz, PENN Capital Management Company Inc.
Managed U.S. Since: 1994 
Other Assets Managed: Canadian Fixed Income, Canadian Equity, Core Plus Fixed Income, Overseas Equity, Global Equity, Emerging Markets Equity, Money Market, Balanced Portfolios, Equity Portfolios

SPRUCEGROVE INVESTMENT MANAGEMENT LTD. Marcel Leroux, Vice-president, Marketing & Client Services; 181 University Ave., Ste. 1300, Toronto, ON M5H 3M7
PH: 416-363-5854
Fax: 416-363-6803
eMail: mleroux@sprucegrove.ca
Managed U.S. Since: 2001
Other Assets Managed: International (EAFE) Equities, Global (World) Equities

STANDARD LIFE INVESTMENTS INC.
Jay Waters, Vice-president, Central Canada; 121 King St. W., Ste. 810, Toronto, ON M5H 3T9
PH: 416-367-2049
Fax:
eMail: jay.waters@standardlife.ca
Web: www.sli.ca
Managed U.S. Since: 1985
Passive Products: Canadian Equities, US Equities, EAFE Equities, Canadian Fixed Income, Global Index Linked, LDI
Other Assets Managed: Canadian Equities, Small Cap Canadian Equities, EAFE Equities, Global Equities, Global Absolute Return Strategy, Absolute Return Bond Strategy, Global Index Linked Bond, Canadian Bonds, LDI/Structured Bonds, Real Estate, Money Market, Private Equity, Asset Allocation

STATE STREET GLOBAL ADVISORS, LTD.
Vincent Marcoux, Vice-president, Business Development; 770 Sherbrooke St. W., Ste. 1200, Montreal, QC H3A 1B1
PH: 514-282-2413
Fax: 514-282-2484
eMail: vincent_marcoux@ssga.com
Web: www.ssga.com
Managed U.S. Since: 1991
Passive Products: S&P/TSX Composite Index, S&P/TSX Capped Composite Index, DEX Universe Bond Index, Overall Long Term Universe, DEX Long Term Government Bond Index, DEX Real Return Bond Index, Equities can be managed against all major published US and Global indices
Other Assets Managed: Emerging Markets, Fundamental Equity, Fixed Income Strategies, Alternative Strategies (Commodities, REITS, Inflation-related Strategies), LDI Strategies

T. ROWE PRICE
Bruce E. Winch, Vice-president & Director, Institutional Sales, T. Rowe Price (Canada), Inc.; 161 Bay St., Ste. 2700, Toronto, ON M5J 2S1
PH: 416-572-2582
Fax: 416-572-4085
eMail: bruce_winch@troweprice.com
Web: www.troweprice.com
Managed U.S. Since: 1937
Other Assets Managed: Global Equity, International Equity, US Equity, Global Multi-sector Fixed Income

TD ASSET MANAGEMENT INC.*
Robin Lacey, Vice-chair; 161 Bay St., 34th Floor, Toronto, ON M5J 2T2
PH: 416-982-6585
Fax: 416-944-6158
eMail: robin.lacey@tdam.com
Web: www.tdaminstitutional.com
Managed U.S. For: 19 years
Passive Products: US Market Index Fund, Pooled US Fund, Hedged Synthetic US Equity Pooled Fund Trust, Hedged U.S. Equity Pooled Fund Trust II
Other Assets Managed: Canadian & US Money Market, Canadian Bonds, High Yield Bonds, Canadian Equities, International Equities – EAFE, Global Equities – MSCI World/ACWI, Emerging Market Equities
*Wholly-owned subsidiary of the Toronto-Dominion Bank

UBS GLOBAL ASSET MANAGEMENT
David Coyle, Director; 161 Bay St., Ste. 4000, Toronto, ON M5J 2S1
PH: 416-681-5200
Fax: 416-681-5100
eMail: david.coyle@ubs.com
Web: www.ubs.com
Managed U.S. Since: 1981
Other Assets Managed: Global, EAFE & Regional Equity, Global & Regional Fixed Income, Emerging Markets Equity & Debt, Real Estate, Infrastructure, Hedge Funds

VAN BERKOM & ASSOCIATES INC.
Simon Lussier, Vice-president, Business Development & Operations; 1130 Sherbrooke St. W., Ste. 1005, Montreal, QC H3A 2M8
PH: 514-985-5759
Fax: 514-985-2430
eMail: slussier@vbassociates.com
Web: www.vbassociates.com
Managed U.S. Since: 2000
Passive Products: Russell 2000 Index
Other Assets Managed: Canadian Small Cap Equities, North American Small Cap Equities, Asian Small Cap Equities

WELLINGTON MANAGEMENT COMPANY, LLP
Susan Pozer, Vice-president & Director, Global Relationship Group - Canada; 280 Congress St., Boston, MA 02110
PH: 617-951-5000
eMail: smpozer@wellington.com or mig@wellington.com
Web: www.wellington.com
Managed U.S. Since: 1928
Other Assets Managed: Equity, Fixed Income, Currency, Specialty, Alternative, Asset Allocation, Multi-strategy investment approaches including Global, EAFE, Emerging Markets, Single Country, Regional Mandates  

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