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Founded in 1996, Addenda Capital Inc. is an investment management firm providing customized investment solutions for institutional and high net worth clients. Addenda Capital offers clients expertise in a broad range of asset classes. As a leading investment management firm, Addenda Capital adds value through its disciplined processes and its focus on client relationships. Our investment philosophy is based on an active management style and our proven ability to anticipate the movement of interest rates.
AllianceBernstein is a leader in institutional investment management research, combining more than three decades worth of Alliance Capital Management Holding LP expertise in growth investing and Sanford C. Bernstein & Co., LLC excellence in value management. The firm’s assets under management total over US $496 billion, US $300 billion of which are managed for institutional clients around the world. Their team of 305 buy-side equity, fixed income and multi-asset research analysts operating in 11 countries is one of the most highly regarded in the industry with an unparalleled strength in investment research, strong management discipline, and a special attention to fundamental valuations while focusing on both growth (Alliance) and value (Bernstein) investment styles.
For over 25 years, Bissett Investment Management’s, part of Franklin Templeton Investments, has applied a disciplined team approach to managing equity, income and balanced portfolios, resulting in superior risk-adjusted returns. Adhering to a proven "Growth at a Reasonable Price" (GARP) investment style, the management team applies a bottom-up research approach to identify reasonably priced securities that demonstrate sustainable, replicable growth. Broad-based teams and rigorous rebalancing clearly distinguish Bissett’s approach.
Experienced in the design of investment funds, the Fédération des caisses Desjardins has been offering its members and clients Desjardins Funds for the past 40 years. With in-force business of more than $12 billion, Desjardins is one of the top three investment fund producers in Quebec and one of the top 15 in Canada. The family of Desjardins Funds includes investment products and solutions that allow the most demanding investors to build a well-diversified portfolio. Divided into six categories, Desjardins Funds provide access to the expertise of national and international partners who, thanks to the excellent results they get and their management philosophy, are among the best in their field.
Fidelity Investments Canada ULC is part of the Fidelity Investments organization of Boston, one of the world’s largest providers of financial services with $1.5 trillion in assets under management. Established in Canada in 1987, Fidelity Investments Canada ULC manages over C$54 billion in assets under management (as at December 31, 2009). Fidelity's investment philosophy focuses on four major principles: individual security selection, extensive fundamental research, manager-driven decision making, and an adherence to proven investment disciplines.
Fiera Capital Inc. provides investment advisory and portfolio management services to institutional investors, investment funds, religious and charitable organizations, and high net worth individuals. With more than $20 billion in assets under management, Fiera Capital is one of the leading independent money managers in Canada offering depth and expertise in equity and fixed income, asset allocation, quantitative strategies and alternative investments.
Franklin Templeton Investments Corp. is a wholly-owned subsidiary of Franklin Resources, Inc. (NYSE: BEN), a global investment organization operating as Franklin Templeton Investments. Worldwide, Franklin Templeton Investments provides global and domestic investment solutions managed by its Franklin, Templeton, Mutual Series, Franklin Templeton Fixed Income Group, Fiduciary Trust Company of Canada, Darby and Bissett investment teams. With a network of over 50 offices located in 30 countries and over 500 portfolio managers and analysts, Franklin Templeton Investments is committed to seeking out the world's best investment opportunities. The San Mateo, California based company has more than 60 years of investment experience and over CDN$581 billion in assets under management, with Canadian assets totaling CDN$34 billion.
Jarislowsky Fraser is a registered investment counseling firm, managing pension funds, pooled funds, endowment funds and corporate and private portfolios for clients in North America and Europe. The firm’s philosophy is founded upon conservative, time proven principles of fundamental investing. It constructs diversified, high quality portfolios that are designed to achieve long-term growth. Jarislowsky Fraser minimizes portfolio risk by investing in proven, well-managed, high quality companies that are financially sound.
Based on the principle that a consistent approach will produce consistent results, McLean Budden encourages its portfolio managers to work as a team. Its management style focuses on fundamental analysis, which is carried out by teams responsible for setting up model portfolios. McLean Budden’s investment philosophy focuses on large cap companies with a stable earnings-growth pattern and a healthy balance sheet that are headed by a solid management team.
Northwest and Ethical Investments L.P. (NEI) was established on December 28, 2007, the result of a joint venture between predecessor organizations Ethical Funds Company Inc. and Northwest Mutual Funds Inc. NEI is Canada’s leading provider of conventional and sustainable investments with approximately $5 billion in assets under management. NEI is 50% owned by the Provincial Credit Union Centrals and 50% by Desjardins Group.
UBS Global Asset Management is a business group of UBS, one of the world’s leading financial services firms. UBS’s historical roots stretch back more than a century. The separate asset management business group was formed after the merger of Union Bank of Switzerland and the Swiss Bank Corporation in 1998. UBS’s price/intrinsic value investment philosophy is at the heart of its core investment management business. Discrepancies between market price and intrinsic value arise from market behaviour and market structure providing opportunities to outperform. Their performance results from the disciplined application of high quality proprietary research generated on a global basis.