SEI (NASDAQ:SEIC) is a leading global provider of investment services with over C$350 billion in assets under management. SEI’s Institutional Group is one of the first and largest providers of outsourced chief investment officer (OCIO) services and manages over C$118.5 billion in OCIO assets for over 470 clients in twelve countries. The company has been providing investment management services to nonprofit institutions for over 25 years and today has more than 180 nonprofit clients. SEI has been servicing institutional clients in Canada since 1983 and, through its Toronto-based office, serves as an OCIO for more than 30 Canadian clients representing over C$2.8 billion in assets under management.
Established in 2018, Raven Capital Partners is an Indigenous-led and owned social finance intermediary headquartered in Vancouver, BC. Raven currently manages the Raven Indigenous Impact Fund, which provides equity and equity-like capital to purpose-driven Indigenous enterprises that demonstrate commercial viability, scalability, and measurable community benefit streams. Raven has also pioneered the development of Community-Driven Outcomes Contracts (pay for performance instruments) in the renewable energy and health sectors.
Connor, Clark & Lunn Financial Group Ltd. provides a broad range of traditional and alternative investment products and services to individuals, advisors and institutional investors.
With roots dating back to 1982, the firm has grown to become one of Canada’s largest privately owned asset management firms. Our affiliate teams collectively manage over $60 billion in assets from offices across Canada, and in New York and London, England.
We are organized as a multi-boutique and bring significant scale and expertise to all operational and distribution functions, allowing our talented investment managers to focus on what they do best.
For more than 30 years Russell Investments Canada has provided investment advice and investment management services to non-profit organizations. Our collaborative experience with these clients gives us a solid understanding of, and appreciation for the challenges you face in balancing your public interest activities with the preservation and distribution of assets.
We help non-profit organizations including foundations and endowments meet their financial objectives by delivering strategic advice on asset allocation and governance structure, and then implementing that advice by selecting, monitoring, and managing investment managers and products designed to meet return and spending goals.
Our comprehensive solution builds on our award-winning manager research, global team of investment professionals, and in-house implementation, as well as our willingness to act as a co-fiduciary for your assets. Our entire solution is designed to help you focus your attention on the strategic decisions which drive the success of your organization.
Russell Investments, originally established in 1936, 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. Today, the Russell Investments group of companies has more than CAD$387.5 billion in assets under management (as of September 30, 2019) and serves clients in more than 32 countries.
Russell Investments is the operating name of a group of companies under common management, including Russell Investments Canada Limited. 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 and Russell Investments’ management.
Frank Russell Company is the owner of the Russell trademarks contained in this material and all trademark rights related to the Russell trademarks, which the members of the Russell Investments group of companies are permitted to use under license from Frank Russell Company. The members of the Russell Investments group of companies are not affiliated in any manner with Frank Russell Company or any entity operating under the “FTSE RUSSELL” brand.
Copyright © Russell Investments Canada Limited 2019. All rights reserved.
BMO Global Asset Management is a multi-asset investment firm focused on meeting the needs of investors, both locally and globally. Our clients have access to a global platform of investment solutions that span:
Our diversified investment platform characterized by distinct skills and investment expertise allows for the development of customizable solutions for our clients based on their needs and risk preferences. We believe that our competitive advantage is grounded in a disciplined investment process, focus on risk management and the strength of our people.
CanFirst Capital Management is a specialized commercial Real Estate Private Equity company with a proven, consistent and disciplined investing record.
CanFirst co-invests with institutional and private high net worth investors in Canadian, high-quality income-generating, industrial and office properties that have added potential to exploit for growth. CanFirst then innovatively creates value in these income-generating properties, it preserves capital and aims to provide investors reliable and attractive risk-adjusted returns
CoPower is a clean energy investment company for everyone, combining innovation in distributed clean energy, fintech, and impact investing. Through our flagship Green Bonds we give investors of all sizes the opportunity to make a profit while putting their money to work in support of real clean energy projects that pay steady returns while reducing emissions. Our model is enabled by our easy-to-use online platform which allows us to lower costs, offer an investment product at an accessible minimum, and reach individuals across Canada. Learn more at CoPower.me.
PBI is an employee-owned firm offering actuarial, risk management, investment consulting, group benefits consulting, pension consulting, and plan administration services. Our consultants, actuaries, and administrators serve clients across Canada from offices in Vancouver, Montreal, and Toronto. For over ten years, we have worked with trustees to design, communicate, and implement innovative solutions for complex plans and trusts. We are skilled at balancing the needs and objectives of various stakeholders while keeping the best interests of the trust’s beneficiaries at heart.
Caring for the future…now.
Timbercreek, founded in 1999, is an active manager of global real estate focused on delivering sustainable and growing returns to our investors. We have been investing in real estate for more than 20 years and pride ourselves on being value investors and active managers. We have developed comprehensive expertise in evaluating and managing opportunities in public and private real estate equity and debt investments. Timbercreek employs more than 90 asset and investment professionals across six offices in Canada, the United States, Europe and Hong Kong. Additionally, Timbercreek has over 500 property management and operations employees across 13 local operations offices. Timbercreek, together with its affiliates, currently manages, including syndicated debt under administration, over $11 billion in total assets (CAD as of December 31, 2019).
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. Our on-the-ground investment teams are supported by global portfolio management and research platforms which provide in-depth analysis and shared communication which 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.
Silver Heights Capital Management is an exclusive, discretionary investment counsellor focused on creating alpha through high-conviction, absolute return investment management. Founded in 2006 and based in Toronto, we manage assets for affluent families, individuals and select institutions across Canada. A founding principle of our firm is an “investment-first” ethos. We apply a time-tested, rational, business-minded approach to investing.
It is our belief that the optimal approach to safely growing capital is to have the greatest exposure to our best ideas. We therefore seek to invest in high-quality businesses, only acquiring shares when prices are below the intrinsic value of the business. When we find these opportunities, we will take concentrated positions, with the objective of achieving superior, risk-adjusted, absolute returns while preserving our clients’ capital and growing it over time. Silver Heights never has, and does not, use leverage.
We believe that alignment between our clients’ interests and our interests achieves the best results. Silver Heights’ co-founders/principals and senior management have over 95% of their liquid net worth in the same securities held by Silver Heights’ clients.
To learn more about Silver Heights, please visit our website www.silverheights.com
Cidel Asset Management is one of Canada’s largest independent investment managers.
Cidel Asset Management (Cidel) is a Canadian-based global asset manager headquartered in Toronto. We are a unique firm in the way we combine the scale and capability of a large asset manager with the continuity and genuine commitment to service of a boutique firm. Cidel oversees more than $6.5B (as at September 30, 2019).The hallmark of our investment management approach is a focus on sustained cash flows; we believe cash flows are centrally important to investment success.