Ninety One

Ninety One is an independent, active global asset manager dedicated to delivering compelling outcomes for its clients, managing more than USD153 billion in assets (as of 9/30/ 2020).

In the Americas, Ninety One offers a full range of investment strategies and solutions spanning equity, fixed income, multi-asset, sustainable and alternatives led by specialist teams that invest across global, emerging and frontier markets. For more than a decade, the firm has been committed to clients in the US, Canada and Latin America, developing trusted partnerships by delivering local expertise with a global platform.

Established in South Africa in 1991, as Investec Asset Management, it started with domestic investments in an emerging market. In 2020, almost three decades of organic growth later, the firm demerged from Investec Group and became Ninety One. Today Ninety One offers distinctive active strategies to institutions, advisors and individual investors around the world.

Sun Life Global Investments

In 2010 Sun Life Global Investments (SLGI) was purpose built to combine the strength of Sun Life with some of the best asset managers in the world.

We deliver innovative investment solutions for plan members through Sun Life Group Retirement Services. As part of the Sun Life group of companies, we have deep insight into member trends and investment behaviour. This insight gives us the ability to develop investment solutions that may help your members meet their long-term goals.

PenderFund Capital Management Ltd.

Pender was founded in 2003 and is an independent, employee-owned investment firm located in Vancouver, British Columbia. Our goal is to protect and grow wealth for our investors over time. We have a talented investment team of expert analysts, security selectors and independent thinkers who actively manage our suite of niche investment funds, exploiting inefficient parts of the investing universe to achieve our goal.

Pender’s ESG policy encourages analysts/PMs to integrate, manage, and report on ESG matters within their investment process. Pender believers that incorporating ESG matters into investment decision making process and active ownership practices are key to protecting and growing wealth for our investors over time.

Forum Asset Management Inc.

Founded in 1996, Forum Asset Management Inc. is an alternative investment management and principal investment firm dedicated to achieving extraordinary outcomes for its stakeholders through a wide array of investment strategies including real estate, private equity, and infrastructure. For over 25 years, Forum has delivered a cumulative return on invested capital in the top 1% of Canadian alternative asset managers and oversees approximately CAD $1.7 billion in AUM.

Forum understands the importance of long-term responsible investing and the impact that its investment decisions have on the environment, surrounding communities, and society at large. We are dedicated to creating and implementing an environmental, social, and governance (ESG) strategy that can be integrated into each aspect of our investment decision-making process.

RGP Investments

Since 1997, RGP Investments has provided its clients with innovative investment solutions. Our team of portfolio managers combines experience, creativity, and a science-based approach to help investors achieve their financial goals. As an investment fund manager specializing in the active management of sectors, we advocate a thoughtful, proven and integrated approach.

Responsible Investing (ESG) is at the heart of our corporate priorities and our investment philosophy. Considering the impact of your investments on our society and the environment is no longer an option, but rather a necessity. In this sense, we are establishing strategic partnerships to position ourselves as a leader in the area of Responsible Investing. We strive to align the growth of your capital with your values – a passion that unites us. RGP Investments is a United Nations Principles for Responsible Investment (PRI) signatory and member of the Responsible Investment Association (RIA).

Ask your financial advisor how RGP Investments can work within your portfolio.

Kaleido Growth Inc.

Kaleido Growth Inc. was founded in 1964 and has been dedicated to education savings ever since. As a scholarship plan dealer and investment fund manager, it offers registered education savings plans (RESPs) to Quebec and New Brunswick families and supports them so their children can achieve their full potential. Authenticity, performance and responsibility are the organization’s core values.

Kaleido has its head office in Quebec and has over $1.8 billion in assets under management. Sustainable investment is an important pillar of its asset management strategy.

Embark Student Corp.

Education savings is our passion, and at Embark, it’s all we do. As Canada’s education savings and planning company, we’re blazing a trail – simplifying the path with industry-leading tools, advice and tailored investment plans that make the difference between dreaming and doing.

With $6.1 billion in assets under management, we manage over 500,000 RESPs for our customers, and each year approximately 60,000 students attend post-secondary school with the help of one of our plans.

Waratah Capital Advisors

Waratah Capital Advisors is a Toronto-based asset manager that specializes in alternative strategies. Waratah manages over $2 billion in assets from high-net-worth individuals, family offices, foundations, Canadian bank platforms, and pension funds. With a team of 44 experienced professionals, Waratah combines intensive research-driven stock selection with a disciplined and robust risk management program. Founders and employees collectively represent over $120 million of the firm’s assets under management.

Value Partners Investments

Value Partners Investments is one of the fastest growing investment firms in Canada. We are a Winnipeg-based company that was founded in 2005. We manage over $3 billion in assets for clients through mutual funds and discretionary investment and wealth management services. We are dedicated to ensuring the wealth of Canadians is invested wisely and in ways that support the achievement of their financial goals.