Aviva Investors is a global asset manager with over £218 bn of AUM managed in real asset, fixed income, equity, multi-asset and alternative investments in 14 countries. Our clients can benefit not only from our significant local knowledge and experience, but also from the extensive global investment resources at our disposal. Responsibility is incorporated at all levels of our organization: understanding the factors, risks and opportunities in ESG helps us to be better investors and delivering the investment results our clients expect.
The value of an investment is subject to increases and decreases. Investors may not recover the amount originally invested. * Data as at 30 September 2022
At AXA Investment Managers (“AXA IM”) our purpose is to act for human progress by investing for what matters. As a responsible asset manager, we actively invest for the long-term to help our clients, our people and the world to prosper. Our ambition is to be the world’s leading responsible asset manager. Our conviction-led approach enables us to uncover what we believe to be the best global investment opportunities across alternative and core asset classes. We are already entrusted with more than €887 billion in assets.
Working as part of the AXA Group, a world leader in financial protection, our team of over 2,400 people around the world combine a range of specialist skills and experience to best serve the needs of our clients. The combination of responsible, active and long-term defines our investment philosophy, but also how we run our business, what underpins our clients’ partnerships with us, and what drives our people.
AXA IM Prime (“Prime”) is the Private Markets Enabler and Hedge Funds platform of AXA IM. Through partnerships with best-in-class Private Fund Managers and Institutions, AXA IM Prime provides a comprehensive range of commingled and tailormade investment solutions designed to meet the needs of a broad range of investors and support long-term sustainable growth. We offer diversified sources of Private Market returns through primaries, secondaries, co-investments, as well as NAV financing and GP* minority stakes solutions across private equity, infrastructure equity, private debt and hedge funds. AXA IM Prime oversees circa €30bn** of assets.
(*) NAV: Net Asset value, GP : General Partners
(**) Sources: AXA IM as of 31 October 2022
Schroders is a truly global asset management firm with an over 200-year history and professionals operating in 38 locations. 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 its sustainable investment philosophy and seeking to make a wider contribution to society.
Schroders has been managing assets for Canadian clients since 1994 with CAD $1,211.6 billion in AUM globally as of June 30, 2022.
BNP Paribas Asset Management (‘BNPP AM’) is the investment arm of BNP Paribas, a leading banking group in Europe with international reach. BNPP AM aims to generate long-term sustainable investment returns for its clients, based on a unique sustainability-driven philosophy. BNPP AM’s investment capabilities are focused around five key strategies: High Conviction Strategies, Private Debt & Real Assets, Multi-Asset, Quantitative & Solutions (MAQS), Emerging markets and Liquidity Solutions, with investment processes incorporating quantitative and fundamental analysis.
Sustainability is embedded within BNPP AM’s strategy and investment decision-making. Among the leaders in thematic investment in Europe, BNPP AM contributes to the energy transition, environmental sustainability and the promotion of equality and inclusive growth. BNPP AM currently manages EUR 501 Billion. BNPP AM benefits from the expertise of around 500 investment professionals and around 400 client servicing specialists, serving individual, corporate and institutional clients in 69 countries.
Source: BNPP AM, as at 31 December 2022
For more information please visit bnpparibas-am.com
CIBC Mellon is a Canadian company exclusively focused on the investment servicing needs of Canadian institutional investors and international institutional investors into Canada. As at March 31, 2022, CIBC Mellon had more than CAD$2.5 trillion of assets under administration on behalf of banks, pension funds, investment funds, corporations, governments, insurance companies, foreign insurance trusts, foundations and global financial institutions whose clients invest in Canada.
Cortland Credit is a leading Canadian asset manager focused on short-term private debt. We provide financing solutions to established companies across Canada, the US and Western Europe looking to scale and develop their business.
Our expertise and collective experience in the field allow us to leverage deep origination networks and operate across the spectrum of borrowers, evaluating opportunities on a case-by-case basis. Our conservative underwriting is underpinned by strong collateral support and detailed oversight of our borrower’s operations, giving assurance to ourselves and our investors of the protection of their capital. At Cortland, we focus on senior-secured, floating rate loans that are generally less than 1 year in term, as we believe this asset class offers the best risk-adjusted returns available in private debt markets. The strategy attracts most of its AUM from Canadian institutions that use this strategy for diversification, yield enhancement and duration mitigation.
Fiera Capital Corporation is an independent asset management firm with a growing global presence. We deliver customized multi-asset solutions across public and private market asset classes to institutional, financial intermediary and private wealth clients across North America, Europe and key markets in Asia. We strive to be at the forefront of investment-management science and we are passionate about creating sustainable wealth for clients.
At Fiera Capital, we recognize that the investment landscape is constantly evolving. Our teams collaborate and seek to draw on the global industry’s most innovative and diverse offerings to craft strategies that meet the needs of every client, anywhere in the world. We have the ambition to extend our reach globally and the determination to provide the best solutions with excellence.
As a public company, we seek to adhere to the highest governance and risk management standards and operate with transparency and integrity to create value for our customers and our shareholders over the long term.
Franklin Templeton is a global investment management organization serving clients in over 165 countries. Everything Franklin Templeton does has a single focus: to deliver better client outcomes through investment management expertise, wealth management and technology solutions. The company is made up of diverse and independent specialist investment managers that are entrepreneurial and practice true specialization. Through its specialist investment managers, the company brings extensive capabilities in equity, fixed income, multi-asset solutions and alternatives. The Investment teams are backed by global resources for analytics, sustainable investing capabilities, and risk management. With offices in more than 30 countries and approximately 1,300 investment professionals, the California-based company has 75 years of investment experience and over US$1.5 trillion (over CAN$1.9 trillion) in assets under management as of December 31, 2021. Franklin Templeton aims to offer the best of both worlds: global strength and boutique specialization. For more information, please visit franklintempleton.ca and connect with Franklin Templeton on Twitter, Facebook and LinkedIn, and read the Beyond Bulls & Bears blog.
Hamilton Lane (NASDAQ: HLNE) is a leading investment management firm dedicated exclusively to the private markets for more than 30 years. The firm has $901 billion in AUM and AUS, composed of $106 billion in discretionary assets and nearly $795 billion in advisory assets (as of 3/31/2022). Hamilton Lane specializes in building flexible investment programs that provide clients access to the full spectrum of private markets strategies, sectors and geographies.
Ninepoint Partners manages unique alternative investment solutions that offer investors the benefits of better diversification. We target investment strategies that are uncorrelated from traditional asset classes, with the goal of lowering overall portfolio risk. Ninepoint Institutional Partners, a division of Ninepoint Partners LP, works with Canadian Pension Plans, Foundations, Endowments, Insurance Companies, Family Offices, and other Institutional investors to provide comprehensive alternative investment management solutions. With over $8 billion (CAD) in assets and institutional contracts and 90 employees, we are among the largest independent asset management firms in Canada. Ninepoint is the Canadian partner of Monroe Capital, a U.S. based private credit asset management firm, specializing in direct lending and opportunistic private credit investing. Monroe Capital is sub-advisor to the Ninepoint-Monroe U.S. Private Debt Fund and Ninepoint Institutional Partners is the exclusive distributor of Monroe’s private credit strategies in Canada.
Monroe Capital LLC, with approximately $15.9 billion (USD) of committed and managed capital as of December 31, 2022, is a premier boutique asset management firm specializing in private credit markets across various strategies, including direct lending, asset-based lending, specialty finance, opportunistic and structured credit, and equity. Since 2004, the firm has been successfully providing capital solutions to clients in the U.S. and Canada. Monroe prides itself on being a value-added and user-friendly partner to business owners, management, and both private equity and independent sponsors. Monroe’s platform offers a wide variety of investment products for both institutional and high net worth investors with a focus on generating high quality “alpha” returns irrespective of business or economic cycles.
PCCP originates and manages all of its investments, providing capital for all major real estate product types. PCCP invests across the capital stack, from joint venture equity to senior and mezzanine debt, while seeking to identify the best risk-adjusted returns for our investors. With over $15.2 billion of assets under management, PCCP is an established fiduciary for its global investors, with offices in New York, San Francisco, Atlanta and Los Angeles. Learn more about PCCP at www.pccpllc.com
Quinbrook Infrastructure Partners (http://www.quinbrook.com ) is a specialist investment manager focused exclusively on renewables, storage and grid support infrastructure needed to drive the energy transition in the US, UK and Australia. Quinbrook is led and managed by a senior team of power industry professionals who have collectively invested c. USD 8.2 billion of equity in energy infrastructure assets since the early 1990s, representing a total enterprise value of c. USD 28.7 billion or 19.5 GW of power supply capacity.
SLC Management
Together, the SLC Management group of companies partner with institutional investors across the globe, investing for you and alongside you. We help our clients meet their long-term income and capital appreciation objectives by leveraging our extensive expertise in fixed income, liability-driven investing and alternative asset classes, including public and private fixed income, real estate equity and debt, and infrastructure equity. Together, the SLC Management group of companies are focused on adding value for our clients and bringing innovative ideas and solutions to the market. We offer our insights and deep fixed income and real assets platform through four specialty managers – SLC Fixed Income, BentallGreenOak, Crescent Capital Group and InfraRed Capital Partners – featured in Institutional Connect.
InfraRed is an international investment manager focused on infrastructure, managing equity capital in multiple funds primarily for institutional investors across the globe. From their offices in London, New York, Sydney and Seoul, InfraRed actively manages over 220 infrastructure projects in 17 countries, with US$12 billion of equity under management. Their talented, diverse team comprises over 20 nationalities speaking 20 different languages. So far, they have launched 11 infrastructure funds, including two investment companies listed on the London Stock Exchange.
As of September 30, 2022, SLC Management has assets under management of C$353 billion.
For more information, visit www.slcmanagement.com
Since 1971, Canadian Urban Limited has earned a reputation as one of Canada’s most trusted real estate investment and asset management firms. With offices in Markham, Ontario and Edmonton, Alberta, Canadian Urban’s portfolio consists of prime income-producing properties located from British Columbia to Nova Scotia. Our specialization in exemplary small to mid-size properties is recognized by Morgan Stanley’s *MSCI Property Index, which ranks Canadian Urban 1st in income returns from 2000-2021 inclusive.
Our performance reflects Canadian Urban’s ability to identify, acquire and manage ‘Core’ and ‘Core-Plus’ commercial real estate with strong income and appreciation potential. With our proprietary ‘Return To Core’ program and deep analytical capability, we can quickly deploy new investment capital towards Canadian real estate opportunities which reflect our clients’ investment mandate. Institutional governance standards – including an independent fiduciary Board and external financial audits – protect our clients’ investments, which are further enhanced by our commitment to meaningful ESG (Environmental, Social, & Governance) goals within each of our business units.
Recent economic and geopolitical uncertainties continue to challenge the investment community’s ability to generate Alpha, while preserving the value of their underlying assets. Given the need for enhanced portfolio rebalancing and inflation hedging, Canadian Urban recently opened our ‘CU7’ Real Estate Fund to new investors. CU7 is founded upon a commercial real estate portfolio we’ve managed since 2011. Under our stewardship, this portfolio has generated a total return of 14.9% IRR, including a 4.9% cash yield. Canadian Urban invites qualified investors to participate in this stable, income-producing Fund.
*Morgan Stanley’s MSCI Canadian Property Index ranks Canadian Urban 1st overall for Income Returns & 5th overall in Total Returns, from 2000-2021 inclusive.
GCM Grosvenor (Nasdaq: GCMG) is a global alternative asset management solutions provider with approximately $73 billion in assets under management across private equity, infrastructure, real estate, credit, and absolute return investment strategies. The firm has specialized in alternatives for more than 50 years and is dedicated to delivering value for clients by leveraging its cross-asset class and flexible investment platform.
GCM Grosvenor’s experienced team of approximately 530 professionals serves a global client base of institutional and high net worth investors. The firm is headquartered in Chicago, with offices in New York, Toronto, London, Frankfurt, Tokyo, Hong Kong, and Seoul.
For more information, visit: gcmgrosvenor.com.
GCM Grosvenor promotes equal access to capital in alternatives by driving increased investment with small, emerging and diverse managers. We have over $27 billion invested and committed to these managers across private equity, absolute return strategies, infrastructure, and real estate. Our experienced team leverages a network of contacts built over decades to source the next generation of talent, helping to drive a more diverse and inclusive industry. To further drive the success of these managers, we host multiple industry-leading annual conferences that train, educate and promote small, emerging, and diverse managers while connecting institutional investors to these managers, further accelerating their growth.
Pictet Asset Management is part of the Pictet Group, an investment-led services group founded in Geneva in 1805 whose unique partnership structure has provided the stable foundation for our long-term thinking. As an independent, organically grown firm, we offer Canadian institutions and consultants a distinct partner within a crowded marketplace. Our North American presence was established in Montreal in 1974 and we have been managing assets for Canadian institutional clients for over 40 years.
Our purpose is to build responsible partnerships with our clients, colleagues, communities and the companies in which we invest. We want to be the investment partner of choice for our clients. We strive to meet their changing needs by giving them our undivided attention, offering pioneering strategies and excellent client service. At every step of the journey, responsibility is central to our way of thinking.
We are innovators, always seeking new sources of alpha and offering world class strategic solutions in Thematics, Responsible Investing, Emerging Markets and Alternatives, including Private Debt, Private Equity and Real Estate. For more information, visit assetmanagement.pictet.