Aviva Investors is focused on listening to clients to understand their unique investment aspirations and concerns. Low prospective investment returns, highly correlated asset prices, the prospect of rising global interest rates and increased market volatility are issues that impact everyone. Aviva Investors understands what’s important to clients and utilizes this knowledge to develop outcome-oriented strategies to meet investors’ needs.
DEEP EXPERIENCE ACROSS A GLOBAL NETWORK
Aviva Investors is the global asset management business of Aviva plc and is a publicly traded financial services company headquartered in the United Kingdom. Aviva plc has strong business in the UK, Europe, Asia and Canada general insurance markets with roots that can be traced back over 300 years.
Aviva Investors manages assets of $589 billion CAD1 across a broad range of asset classes with global offices that span 15 countries. As such, clients stand to benefit from local knowledge and experience combined with extensive global investment resources. As a global business, Aviva Investors acts as a single team – collaborating to bring together knowledge and capabilities. The firm values creativity and empowers investment teams to find and execute what they believe are great investment ideas. In-depth research and robust risk management underpin every investment decision. Aviva Investors aims to help clients achieve their goals– now and over the long term.
FIVE PILLAR INVESTMENT PHILOSOPHY
Aviva Investors’ goal is to deliver the specific and meaningful outcomes that matter most to today’s investor.
Actively responsible investors
Aviva Investors promotes sustainable business practices in global markets, encouraging greater transparency and better corporate governance. This helps to reduce risk and strives to enhance the long term value of clients’ investments.
Inspired by clients’ needs
By listening to clients’ aspirations and understanding the challenges they face, Aviva Investors aims to create strategies that focus on delivering the specific outcomes they need.
Collaborate to innovate
As a globally-integrated asset manager, Aviva Investors promotes creativity and an environment where asset-class specialists in various regions are encouraged to incorporate their deep knowledge of financial markets.
Invest with conviction for the long term
Aviva Investors is driven to deliver long-term, outcome-oriented investment solutions. This focus on lasting partnerships ensures the goals of Aviva Investors and clients’ needs are aligned.
Informed risk, effectively managed
Aviva Investors manages risk with discipline and rigor. By combining extensive experience and unique insights, the firm reaches an informed view on every decision throughout the whole investment process.
¹ Source: Aviva Investors as of September 30, 2016
AB strives every day to anticipate what’s next, with our collective insights driving innovation and better outcomes. A diverse group of clients, including institutions ranging from pension plans to sovereign wealth funds, has entrusted us with managing almost $480 billion in assets (as of 11/30/2016) across the globe. This gives us a better understanding of what really matters to investors. We harness our collective research insight to design, tailor and apply innovative strategies to specific objectives and time horizons—across all markets and asset classes. Our goal is to help our clients stay ahead of tomorrow.
Fengate is a real asset investment firm that specializes in investment funds with a strategic focus on infrastructure, real estate and private equity. We are trusted developers and active managers of real assets, providing investors with access to investments with reliable, long-term returns.
Our investors gain access to opportunities with less risk, with a financing partner that they can rely on to live up to its commitments. We have established extensive, strategic relationships with domestic and international partners, providing investments in targeted geographic markets and multiple sectors.
Founded in 1974, Fengate began as a real estate company in Ontario, Canada. Over the last 40 years we have become one of Canada’s leading real asset investment firms, with a diverse portfolio of infrastructure, real estate and private equity assets in North America, Europe and Australia.
Across all three investment areas, we are known for our unique ability to source, structure and manage real asset investments for the benefit of our investors. We have the experience and ability to progress from an early, undeveloped stage of a project through to its finished, most reliable and valuable form. And we have the overarching, integrated capabilities to protectively surround each investment, to ensure its enduring success.
Led by a team of professionals with extensive experience in development, acquisition and financing, Fengate has an institutional analytical capability and a unique capacity to transfer expertise from one investment to another. Leveraging our relationships, we attract and retain top talent in the specialty areas in which we operate.
Since 2007, Fengate has been recognized as one of “Canada’s Best Managed Companies”.
Fiera Capital Corporation, one of North America’s leading independent asset-management firms, is rapidly acquiring a global presence and reputation. With more than $116 billion in assets under management as at December 31, 2016, the firm provides institutional, retail and private wealth clients with access to full-service, integrated portfolio-management solutions that span a broad array of traditional and alternative asset classes. Clients stand to benefit from Fiera Capital’s depth of expertise, diversified offerings and performance-driven entrepreneurial culture, which gives its best-in-class investment teams the necessary scope to responsibly pursue their particular strategies as boutique investment managers, backed by the substantial organizational and distribution resources befitting an industry leader.
Agriculture is among the latest strategies being made available through Fiera Capital’s growing alternatives platform, offered through Fiera Comox Partners, an affiliate of Fiera Capital. Farmland investments — not readily accessible in public markets — provide a hedge against inflation and, in addition to their real estate value, generate cash yields from rental income or crop production.
Fiera Capital’s full line-up of alternative strategies include hedge funds, absolute return and currency strategies as well as a full suite of private alternative strategies including real estate, infrastructure, private debt as well as private equity.
Integrated Asset Management is a Toronto-based, alternative investment management firm offering superior risk adjusted returns for institutional investors in private debt and real estate equity. Founded in 1998, we currently manage $2.6 billion in assets and committed capital and employ more than 26 investment professionals and 40 staff located in Toronto and Montreal. We are focused on generating attractive long-term returns with minimal volatility and market correlation, and employ a highly disciplined investment approach to source and structure unique investment opportunities.
IAM Private Debt manages portfolios of Canadian private debt offering a significant yield pick up over traditional fixed income investments while providing an important source of capital for mid-sized Canadian companies. Over the past 12 months, IAM Private Debt closed its fifth mid-term fund at $667MM and raised its first Infrastructure Debt Fund at $347 million.
IAM Real Estate manages portfolios of Canadian real estate with a focus on industrial properties. After successfully raising 13 sequential closed-end funds and building a strong track record of consistent returns and performance fees, IAM Real Estate recently launched its first open-ended funds to support further growth.
J.P. Morgan Asset Management is a global leader in investment management, dedicated to building stronger portfolios to solve real client needs. By sharing our expertise and insights, we help institutions, intermediaries and individuals make more informed investment decisions. Our depth of capabilities, from Public and Private to Multi-Asset and Alternatives, allows us to be truly consultative in helping clients achieve investing goals. Time and again, throughout our 150 year history and across all market cycles, we have a proven track record of success. With approximately $1.8 trillion* in assets under management, our promise is to put client interests ahead of our own and help build stronger portfolios for the long-term.
J.P. Morgan Asset Management is the marketing name for the asset management business of JPMorgan Chase & Co. and its affiliates worldwide. Please visit our website for more information: am.jpmorgan.com/institutional
*As of September 2016
La Française Investment Solutions (“LFIS”) is an institutional asset manager established in 2013 and headquartered in Paris, France. LFIS leverages on a combination of asset management know-how and investment banking expertise to deliver differentiated strategies. A nimble, cross-asset approach underlies innovative and award winning alternative funds focused on premia, credit and volatility, thematic funds, including hedged equity strategies, and dedicated solutions. As of December 31, 2016, LFIS has $6 billion in assets under management, including over $1 billion in its premia funds.
LFIS’ Premia 2.0 Approach: In the current context where investors are looking for diversification and performance, LFIS’ “premia 2.0” strategy is an innovative alternative to traditional investment funds. LFIS’ strategy is cross asset and market neutral and uses a risk / style premia framework to select, implement and risk manage a wide range of opportunities. We seek to deliver strong risk-adjusted performance by going beyond traditional academic premia and implementing numerous uncorrelated premia strategies.
Schroders is a truly global asset management firm with a proud 210-year history and professionals in 37 offices across 27 countries. Schroders provides a full range of actively managed domestic, international and emerging market investment products: from equities to fixed income, and multi-asset- to alternatives. Our firm structure and investment philosophy are focused on strengthening the partnership with our clients over the long-term. Schroders offers innovative solutions by intelligently challenging global market practices in anticipation of what’s ahead. Schroders is also deeply committed to acting responsibly through its ESG initiatives and seeking to make a wider contribution to society.
Schroders has been managing assets for Canadian clients since 1994 with CAD$640.2 billion global assets under management as of September 30, 2016.
Standard Life Investments is a leading asset manager with an expanding global reach. Our wide range of investment solutions is backed by our distinctive Focus on Change investment philosophy, disciplined risk management and shared commitment to a culture of investment excellence. As of June 30, 2016, we manage $466.9 billion on behalf of clients worldwide.
Our parent, Standard Life plc, was established in 1825. Standard Life Investments was launched as a separate company in 1998 and has established a reputation for innovation in pursuit of our clients’ investment objectives. Standard Life Investments (USA) has provided investment management services in North America since 2002 with a focus on public and corporate pension plans, endowments and foundations, investment consultants, insurance companies and other large financial institutions.
As active managers, we place significant emphasis on rigorous research and a strong collaborative ethos. We constantly think ahead and strive to anticipate change before it happens, ensuring that our clients can look to the future with confidence. Our investment capabilities span equities, fixed income, real estate, private equity, multi-asset solutions and absolute return strategies.
Tracing our history to 1928, Wellington Management is one of the world’s largest independent investment management firms. With US$969 billion in assets under management as of 30 June 2016, we serve as a trusted adviser and strategic partner to more than 2,150 institutional clients and mutual fund sponsors in over 55 countries. Our comprehensive investment capabilities are built on the strength of rigorous, proprietary research and span nearly all segments of the global capital markets, including equity, fixed income, multi-asset, and alternative strategies. As a private partnership whose sole business is investment management, our long-term views and interests are aligned with those of our clients. Our commitment to investment excellence is evidenced by our significant presence and long-term track records in nearly all sectors of the global securities markets.
BMO Global Asset Management is a multi-asset investment firm with offices in more than 25 cities in 14 countries, delivering service excellence to clients across five continents. We are focused on meeting the needs of investors, both locally and globally. Our clients have easy access to a global platform of investment solutions that span
a full range of asset classes,
diverse geographies, and
the full risk-reward spectrum
Our diversified investment platform characterized by distinct skills and investment expertise allows us to develop customizable turn-key solutions for our clients based on their needs and risk preferences.
Caledon Capital is a leading infrastructure and private equity solutions provider. We create long-term value for clients by accessing and managing high quality investment opportunities and building comprehensive and customized infrastructure and private equity portfolios. Caledon’s business model is focused on conducting direct investments, co-investments, secondary investments, and primary fund investments on behalf of institutional clients. The Firm currently provides its services through customized separately managed accounts, portfolio management advisory solutions and pooled funds. Since its inception in 2006, the Caledon team has grown to 31 people and represents over C$8 billion on behalf of 14 clients across North America.
Crestpoint, a member of the Connor, Clark & Lunn Financial Group, is a commercial real estate investment manager celebrating 5 years with a diversified portfolio of 17.1 million square feet valued at $2.5 billion.
In December 2010 Crestpoint established the Crestpoint Core Plus Real Estate Strategy (the “Fund”). The Fund invests in income producing commercial properties on behalf of a variety of clients of CC&L Financial Group affiliates. Crestpoint and CC&L Financial Group management are investors in the Fund. The Fund’s objective is to generate stable and dependable cash returns for investors together with longer term capital appreciation by assembling a diversified portfolio of investments that delivers portfolio diversification by asset type, property sector and geographic region. As of February 28, 2017, the Fund owns a 5.3 million square foot portfolio of 137 properties with a market value of over $925 million.
Connor, Clark & Lunn Financial Group Ltd. is a multi-boutique asset management firm providing a broad range of traditional and alternative investment products and services to individuals, advisors and institutional investors. The affiliate teams collectively manage over $70 billion in assets from offices across Canada, and in New York and London.
Federated Investors, Inc. is a leading global investment manager with US$365.9 billion in assets as of Dec. 31, 2016. Federated was founded more than 60 years ago in Pittsburgh, PA with the belief that doing business the right way over time presents the best opportunity for future growth. Through countless market cycles, Federated has been dedicated to meeting the diverse needs of institutions with discipline and innovation, stability and forward thinking.
Our investment capability spans domestic and international equity, fixed-income, money market and alternative investment strategies. Federated’s experienced investment professionals are committed to fundamental research and employ a collaborative approach that integrates their knowledge, perspectives and understanding as they seek to outperform during bull and bear markets. Knowing how crucial strategic diversification and allocation are in reducing overall portfolio volatility, we continue to develop competitive products that cover all asset classes, sectors and styles with the goal of long-term consistent performance.
In 2014, Federated established a Canadian presence with the hiring of Canadian-domiciled personnel dedicated to serving the needs of institutional investors across the country. We created Federated Investors Canada ULC, which is registered as Portfolio Manager and Investment Fund Manager with the Ontario Securities Commission (and other Provincial regulators).
FTSE Russell is a leading global index provider creating and managing a wide range of indexes, data and analytic solutions to meet client needs across asset classes, style and strategies. Covering 98% of the investable market, FTSE Russell indexes offer a true picture of global markets, combined with the specialist knowledge gained from developing local benchmarks around the world.
FTSE Russell index expertise and products are used extensively by institutional and retail investors globally. More than $10 trillion is currently benchmarked to FTSE Russell indexes. For over 30 years, leading asset owners, asset managers, ETF providers and investment banks have chosen FTSE Russell indexes to benchmark their investment performance and create investment funds, ETFs, structured products and index-based derivatives. FTSE Russell indexes also provide clients with tools for asset allocation, investment strategy analysis and risk management.
FTSE Russell is wholly owned by London Stock Exchange Group.
HSBC Global Asset Management is a leading global asset management firm managing assets for a diverse range of retail and private banks, commercial and corporate clients and some of the largest institutional investors in the world. As part of the HSBC Group, we leverage a 150 year history harnessing global capabilities and resources so that we can help our clients meet their financial goals.
HSBC Global Asset Management’s investment products and capabilities span equity, fixed income, liquidity and multi-asset strategies. Our investment teams target specific strategies with the aim of delivering consistent value and long-term competitive performance while operating within a highly disciplined investment framework. Active risk management is integral to our investment approach. Key areas of strength and innovation include our emerging markets, enhanced (smart) beta and global fixed income capabilities.
Our on-the-ground investment teams are supported by global portfolio management and research platforms, which provide in-depth analysis and shared communication that we leverage to provide us an information advantage. With offices in 26 countries, we are uniquely equipped to understand the needs of our clients and connect them with global opportunities.
Dedicated to alternative investment solutions LGT Capital Partners (“LGT CP”) is a global alternative investment firm with a successful track record since 1997 in providing innovative solutions for investors. The firm is an experienced partner for sophisticated investors, offering a global access point to alternative investments.
Investment philosophy – Principal investor perspective from its inception, LGT CP has been defined by the mindset of a principal investor. Since 1997, LGT CP’s shareholder and employees have invested USD 4.5 billion in alternative investment programs managed by LGT CP. As a substantial co-investor in LGT CP managed programs, the firm has a strong alignment with its investors in achieving attractive risk-adjusted returns.
LGT CP evaluates new investment opportunities through the lens of a principal investor. The firm utilizes both a top-down approach to strategic asset allocation as well as a rigorous approach in sourcing, screening, investing and monitoring specific investments. Our thorough investment approach allows us to be tactical, early-movers when we identify market opportunities, while being prudent stewards of our investors and our own capital.
LGT CP is a long-term investor, and is dedicated to taking a patient approach in building businesses and investment programs. We emphasize quality over volume, which imparts a culture that empowers employees to focus on long-term success. Under this vision, we are able to apply the knowledge of our employees to create and add lasting value in order to help investors achieve their goals.
Nuveen provides investment advice and portfolio management through Teachers Insurance and Annuity Association (TIAA) and more than a dozen affiliated registered investment advisers. Collectively managing $882 billion in assets, as of December 31, 2016, the business provides access to innovative investment strategies through expertise that spans traditional and alternative asset classes, generating new investment opportunities for clients through a wide array of vehicles including funds, customized strategies and solutions. Nuveen is committed to TIAA’s legacy of helping individuals and institutional clients achieve long-term investment success and financial well-being.
Pangea offers a new entrepreneurial agricultural model in partnership with farm operators and communities. These farm operators are at the heart of the decision-making process for the development and management of farmland.
The model generates regional benefits while contributing to the revitalization and growth of the agricultural sector.
SL Capital Partners LLP (“SL Capital”) is the private markets investment arm of Standard Life Investments. SL Capital launched its infrastructure platform in 2014 with the objective of delivering long term, consistent returns for investors, principally through yield generation and capital appreciation.
In February 2017 SL Capital completed the fundraising for its maiden infrastructure fund, SL Capital Infrastructure I (“SLCI I”) at £516m (c. $840m), significantly exceeding its initial target. The investment strategy is to construct a diversified portfolio of high quality, core infrastructure assets in the UK and Northern Europe focused on the lower middle market. To date SLCI I has made four investments across multiple sectors and European geographies and intends to make a further 3 – 4 investments to complete the portfolio.
SL Capital’s infrastructure platform has an investor base of leading institutional investors spanning the UK, Europe, North America and Australasia.
SL Capital has a team of 29 investment professionals, including a dedicated infrastructure team, and a total staff of 60 based across offices in Edinburgh (UK), London (UK) and Boston (US).
Phillips, Hager & North Investment Management (PH&N IM)
Founded in 1964, Phillips, Hager & North Investment Management (PH&N IM) has grown to become one of Canada’s most established institutional asset managers with a solid reputation for conservative active management and consistently high-quality service. From offices across the country, we serve pension plans, non-profit organizations and other institutional investors. We offer a full spectrum of investment capabilities across all asset classes, through pooled and segregated mandates. PH&N IM investment professionals are committed to providing each client with a solution tailored specifically to the client’s objectives, needs and risk tolerance.
PH&N IM is the business within RBC Global Asset Management (RBC GAM) responsible for managing assets for Canadian institutional clients. RBC GAM, in turn, is a division of Royal Bank of Canada (RBC), the largest bank in Canada and among the largest banks globally. With offices in Canada, the United States, Europe and Asia, RBC GAM provides a comprehensive range of investment solutions and services to both individual and institutional investors around the world.
Fidelity Canada Institutional is focused on developing solutions to serve Canadian institutional investors. We serve a diversified client base across all major asset classes, focusing on corporate and public defined benefit and defined contribution plans, endowments and foundations, insurance companies, MEPPS and financial institutions. Built on over 50 years of serving the needs of institutional investors, we offer active and risk-controlled disciplines including; Canadian, U.S., international and global equity, fixed-income, asset allocation, real estate and custom solutions.
Philosophy and Approach
We believe in fundamental bottom-up research that is focused on identifying opportunities that offer stable growth through an investment cycle. Together, combined with prudent risk management and portfolio construction expertise, this allows us to offer best-in-class solutions aligned with our clients’ interests.
Committed to understanding each client’s business, goals and expectations
Dedicated expertise and investment capabilities across a broad range of asset classes
Proprietary portfolio risk management and disciplined portfolio construction
A client-service culture premised on accountability, accessibility and transparency
We have the experience to develop the investment solutions that are right for you.
Manulife Asset Management is the global asset management arm of Manulife, providing comprehensive asset management solutions for investors.
Manulife Asset Management’s public markets units have investment expertise across a broad range of asset classes including public equity and fixed income, and asset allocation strategies. The public markets units also provide investment management services to affiliates’ retail clients through product offerings of Manulife and John Hancock.
Manulife Asset Management Private Markets has investment expertise in several private asset classes, including commercial real estate, timberland and farmland, biomass renewable energy and oil and gas.
Offices with full investment capabilities are located in the United States, Canada, the United Kingdom, Japan, Hong Kong, Singapore, Taiwan, Indonesia, Thailand, Vietnam, Malaysia, and the Philippines. As at December 31, 2016, assets under management for Manulife Asset Management were approximately C$461 billion*.
Additional information about Manulife Asset Management may be found at ManulifeAM.com.
*Information shown represents advised and sub-advised, public and private assets as of December 31, 2016 managed by Manulife Asset Management and certain of its affiliates on behalf of Manulife Asset Management, its clients and the general accounts of the insurance company affiliates of MAM.
Manulife Asset Management has prepared this material and it is intended for qualified investors only. Manulife Asset Management is not soliciting any action based upon it. This information is confidential and the recipient agrees to use this information solely for the lawful and appropriate purpose(s) intended by the parties. The information contained herein has been prepared solely for informational purposes and is not an offer to buy or sell or a solicitation of an offer to buy or sell any security.
Manulife Asset Management and the block design are trademarks of The Manufacturers Life Insurance Company and are used by it and its affiliates under license. Unsubscribe
Wells Fargo Securities is comprised of more than 5,000 team members in more than 40 offices across North America, Europe, and Asia. With our relationship focused business model as a foundation, we partner across Wells Fargo Securities and our larger Wells Fargo company to deliver capital markets and advisory solutions to middle market, large corporate, institutional, and public entity clients. To help our clients meet their financial goals, we bring together Wells Fargo’s market-leading businesses in debt and equity underwriting and distribution, investment research and economic insights, interest rate, commodity and equity risk management, structured lending facilities, securitization, prime finance, clearing and fund services.
BlackRock is a global leader in investment management, risk management and advisory services for institutional and retail clients. At September 30, 2016, BlackRock’s AUM was US$5.1 trillion. BlackRock helps clients around the world meet their goals and overcome challenges with a range of products that include separate accounts, mutual funds, iShares® (exchange-traded funds), and other pooled investment vehicles. BlackRock also offers risk management, advisory and enterprise investment system services to a broad base of institutional investors through BlackRock Solutions®. As of September 30, 2016, the firm had approximately 13,000 employees in 30 countries and a major presence in global markets, including North and South America, Europe, Asia, Australia and the Middle East and Africa. For additional information, please visit the Company’s website at www.blackrock.com/ca | Twitter: @BlackRockCA | Blog: www.blackrockblog.com/can
BLUCAP REAL ESTATE FUND focuses on maximizing investor returns by identifying opportunities to own, invest and manage Assets with a high return potential. We source undervalued investment opportunities through our extensive global network of relationships and our strong team of in-house experts. BLUCAP is focused on excellence at every level of property operations, mitigating risks and leveraging unseen opportunities. BLUCAP offers results-oriented asset management services ensuring owners achieve optimal performance with their real estate and infrastructure investments. We provide the tools required in achieving meaningful enhancements in operational performance; from strategic capital investments driving measurable accretive values, to comprehensive operational analytics and evaluations lending to strategic asset values. Our leadership team has managed over $10 Billion in real estate assets within last 5 years.
BLUCAP manages assets through their complete life cycle from inception through to maturity, operating assets with a focus on creating, optimizing and retaining value for investors and clients alike. BLUCAP offers full-spectrum asset management services, from strategic planning through to implementation and provides the resources to complete projects that require construction, development, or market repositioning in order to bring the asset to optimal operational status.
Russell Investments is a global asset manager and one of only a few firms that offers actively managed multi-asset portfolios and services which include advice, investments and implementation. Working with institutional investors, Russell Investments’ capabilities extend across capital market insights, manager research, portfolio construction and portfolio implementation including customized solutions for transition management, overlay services, commission management and currency management as well as investment outsourcing (OCIO).
Russell Investments has more than CAD$346.1 billion in assets under management (as of 12/31/2016). The firm has four decades of experience researching and selecting investment managers and meets annually with more than 3000 managers around the world. Russell Investments also traded more than CAD$2.7 trillion in 2016 through its implementation services business.
Headquartered in Seattle, Washington, Russell Investments operates globally with 21 offices, providing investment services in the world’s major financial centers such as London, Paris, Amsterdam, Sydney, Tokyo, Shanghai, Toronto and New York. Russell Investments Canada Limited was established in Toronto in 1985.
Founded in 1939, Neuberger Berman is a private, independent, employee-owned investment manager. The firm manages $246 billion1 in assets across equities, fixed income, private equity and hedge fund portfolios for institutions and advisors worldwide.
With offices in 19 countries, Neuberger Berman’s team is approximately 2,000 professionals and the company was named by Pensions & Investments as a Best Place to Work in Money Management for three consecutive years. Tenured, stable and long-term in focus, the firm fosters an investment culture of fundamental research and independent thinking.