Addenda Capital Inc.
Contact: Janick Boudreau, CFA, Executive Vice-president, Business Development and Client Partnerships
Addres: 800 René-Lévesque Blvd. W., Ste. 2800, Montréal, QC, H3B 1X9
PH: 514-908-1989
Fax: 514-287-7200
Email: [email protected]
Web: addendacapital.com
Alternatives management provided to: Canadian pension plans, 35; Canadian foundations, 30; Canadian endowments, 4
Total Canadian alternatives clients: 154
Alternatives asset classes: Hedge funds, $15.8M; commercial mortgages, $4,605.7M
Alternative AUM for Canadian institutional investors: $4,252.2M
Manager style: Commercial mortgages: Conservative internal underwriting and servicing; Hedge fund: Absolute return
Ownership structure: Principals, 3%; Third party (Co-operators Financial Services Limited), 97
Alternative investment professionals: 21
Established: 1985
Minimum investment: Pooled, $5M; Separate, $20M
BGO (BENTALLGREENOAK)
Contact: Yvonne Davidson, Principal, Capital Raising & IR
Address: One York, Toronto, ON, M5J 0B6
PH: 347-268-1757
Email: [email protected]
Web: bgo.com
Alternatives management provided to: Canadian pension plans, 107; Canadian foundations, 15; Canadian endowments, 14
Total Canadian alternatives clients: 168
Alternatives asset classes: Direct real estate, $119,237M
Alternative AUM for Canadian institutional investors: $14,785M
Manager style: Active management
Ownership structure: Principals, 36%; Publicly held, 51%; Third party, 13
Third-party owners: Tetragon, a minority owner, is a publicly traded European investment firm with an asset management platform and was a founding shareholder in GreenOak. Tetragon has no role or formal vote in BGO’s investment process or decisions. Further, Tetragon and BGO do not share any operations, infrastructure, or other resources. Tetragon does not have an approval right on BGO’s business plan or budget, or in the investment decisions BGO makes on behalf of its investment vehicles.
Alternative investment professionals: 583
Established: 1911
Minimum investment: Pooled, $71.459M; Separate, $38.789M
CI FINANCIAL
Contact: Bill Gleed, SVP, Head of Institutional Sales & National Accounts
Address: 15 York St, Toronto, ON, M5J 0A3
PH: 416-729-7017
Email: [email protected]
Web: cifinancial.com/ci-gam/ca/en/portfoliomanagement/ci-institutional-asset-management.html
Alternatives management provided to: Canadian pension plans, 18; Canadian foundations, 19; Canadian endowments, 5
Total Canadian alternatives clients: 29
Alternatives asset classes: Direct real estate, $23,371,304; Long/short equities, $13,166,042; Indirect real estate, $266,989,620; Infrastructure, $10,815,232; Private equity, $8,797,133
Alternative AUM for Canadian institutional investors: $323,139,331
Manager style: N/A
Ownership structure: Principals, 16%; Publicly held, 84%
Established: 1965
CIBC ASSET MANAGEMENT
Contact: Carlo DiLalla, Managing Director & Head, Institutional Asset Management
Address: 161 Bay St., Ste. 2230, Toronto, ON, M5J 2S1
PH: 416-980-2768
Email: [email protected]
Web: cibcam-institutional.com
Alternatives management provided to: Canadian pension plans, 16; Canadian foundations, 2; Canadian endowments, 1
Total Canadian alternatives clients: 19
Alternatives asset classes: Private debt, $342.8M; Multi-asset / GTAA, $685.7M; Currency overlay, $10,005.9M; Alternative credit, $90.4M
Alternative AUM for Canadian institutional investors: $11,034.5M
Manager style: Top-down macroeconomic fundamental process, integrating quantitative inputs with qualitative research
Ownership structure: Third party, 100%. CIBC Asset Management Inc. is a wholly owned subsidiary of the Canadian Imperial Bank of Commerce (CIBC), a widely held, publicly traded company.
Alternative investment professionals: 50
Established: 1972
Minimum investment: Pooled, $10M; Separate, $25M
CONNOR, CLARK & LUNN FINANCIAL GROUP LTD.
Contact: Brent Wilkins, Head of Institutional Sales (Canada)
Address: 1400-130 King Street West, Toronto, ON, M5X 1C8
PH: 416-862-2020
Fax: 416-363-2089
Email: [email protected]
Web: cclgroup.com
Alternatives management provided to: Canadian pension plans, 91; Canadian foundations, 40; Canadian endowments, 3
Total Canadian alternatives clients: 279
Alternatives asset classes: Direct real estate, $6,030.40M; Private debt, $484.20M; Long/short equities, $5,865.78M; Infrastructure, $2,746.37M; Private equity, $340.32M; Multi-asset/GTAA, $1,877.90M
Alternative AUM for Canadian institutional investors: $17,344.97M
Manager style: Active: Market neutral, long/short, portable alpha strategies; Core, growth, value: Infrastructure (traditional & energy); Middle market: Private equity, real estate (core plus, commercial mortgages, opportunistic closed-end real estate strategy), long/short strategy; Growth: Private debt
Ownership structure: Principals, 100%
Alternative investment professionals: 213
Established: 1982
Minimum investment: Pooled, varies: $5M to $10M; Separate, varies: $10M to $300M
Note:
Includes one client in the Crestpoint Real Estate Strategy that represents 130 aggregate employee accounts and one client from the Crestpoint Mortgage Strategy that represents 155 aggregate employee accounts from CC&L Financial Group.
Includes one client that represents aggregate employee investments. Aggregates over 160 employee accounts, representing between $5 to $10 million of total assets invested in the CC&L Infrastructure Strategy.
CONNOR, CLARK & LUNN INFRASTRUCTURE
Contact: Brent Wilkins, Head of Institutional Sales (Canada)
Address: 1400-130 King Street West, Toronto, ON, M5X 1C8
PH: 416-862-2020
Fax: 416-363-2089
Email: [email protected]
Web: cclinfrastructure.com
Alternatives management provided to: Canadian pension plans, 23; Canadian foundations, 25; Canadian endowments, 2
Total Canadian alternatives clients: 75
Alternatives asset classes: Infrastructure, $2,746.37M
Alternative AUM for Canadian institutional investors: $2,746.37M
Manager style: Core/grow-to-core/core plus
Ownership structure: Principals, 100%
Alternative investment professionals: 44
Established: 2005
Minimum investment: Pooled, $5M; Separate: Infrastructure does not currently offer separately managed accounts; however, they periodically have co-investment opportunities in specific infrastructure investments of varying sizes.
Note:
Includes one client that represents aggregate employee investments. Aggregates over 160 employee accounts, representing between $5 and $10 million of total assets invested in the CC&L Infrastructure Strategy
CONNOR, CLARK & LUNN INVESTMENT MANAGEMENT LTD.
Contact: Brent Wilkins, Head of Institutional Sales (Canada)
Address: 1400-130 King Street West, Toronto, ON, M5X 1C8
PH: 416-862-2020
Fax: 416-363-2089
Email: [email protected]
Web: cclinvest.com
Alternatives management provided to: Canadian pension plans, 12; Canadian foundations, 1; Canadian endowments, 1
Total Canadian alternatives clients: 40
Alternatives asset classes: Long/short equities, $5,530.40M; Multi-asset/GTAA, $1,877.90M
Alternative AUM for Canadian institutional investors: $7,408.30M
Manager style: Active (market neutral, long/short, portable alpha strategies); core, growth, value
Ownership structure: Principals, 100%
Alternative investment professionals: 99
Established: 1982
Minimum investment: Pooled, $10M; Separate, varies: $15M to $300M
CRESCERO NATURAL CAPITAL INC.
Contact: Oliver Wolf, Business Development Associate
Address: 80 Keil Drive South, Unit #3, Chatham, ON, N7M 3H1
PH: 519-352-8413
Email: [email protected]
Web: crescero.com
Total Canadian alternatives clients: 100
Alternatives asset classes: Farmland, $120M
Alternative AUM for Canadian institutional investors: $60M
Manager style: Active
Ownership structure: Principals, 100%
Alternative investment professionals: 1
Established: 2012
Minimum investment: Separate, $100,000
CRESTPOINT REAL ESTATE INVESTMENTS LTD.
Contact: Brent Wilkins, Head of Institutional Sales (Canada)
Address: 1400-130 King Street West, Toronto, ON, M5X 1C8
PH: 416-862-2020
Fax: 416-363-2089
Email: [email protected]
Web: crestpoint.ca
Alternatives management provided to: Canadian pension plans, 56; Canadian foundations, 14
Total Canadian alternatives clients: 150
Alternatives asset classes: Direct real estate, $6,030.40M
Alternative AUM for Canadian institutional investors: $6,030.40M
Manager style: Core plus real estate, commercial mortgages, opportunistic closed-end real estate strategy
Ownership structure: Principals, 100%
Alternative investment professionals: 48
Established: 2011
Minimum investment: Pooled, $5M
Note: Includes one client in the Crestpoint Real Estate Strategy that represents 130 aggregate employee accounts and one client from the Crestpoint Mortgage Strategy that represents 155 aggregate employee accounts from CC&L Financial Group
DESJARDINS GLOBAL ASSET MANAGEMENT
Contact: Natalie Bisaillon, Vice President & Chief of Partnership & Institutional Client Relations
Address: 1, Complexe Desjardins, 20th Floor, South Tower, Montreal, QC, H5B 1B2
PH: 514-214-5742
Fax: 514-281-7253
Email: [email protected]
Web: dgam.ca
Alternatives management provided to: Canadian pension plans, 11; Canadian endowments, 8
Total Canadian alternatives clients: 11
Alternatives asset classes: Direct real estate, $3,554.61M; Long/short equities, $670.89M; Infrastructure, $5,726.41M; Multi-asset / GTAA, $1,700.00M
Manager style: Long-term investments; fundamental research; quantitative tools
Ownership structure: Third party, 100%. Desjardins Global Asset Management is part of the Desjardins Movement, a financial services co-operative that belongs to its members.
Alternative investment professionals: 35
Established: 1998
Minimum investment: Pooled, $5M; Separate, $50M
EQUITON PARTNERS INC.
Contact: Aaron Pittman, SVP, Head of Canadian Institutional Investments
Address: 333 Bay Street, Suite 1800, Toronto, ON, M5H 2R2
PH: 416-758-8700 x119
Email: [email protected]
Web: equiton.com/institutional-investors
Alternatives asset classes: Direct real estate
Alternative AUM for Canadian institutional investors: $1,500M
Manager style: Value add
Ownership structure: Principals, 100%
Established: 2015
Minimum investment: Pooled, $5M
FIDELITY CANADA INSTITUTIONAL
Contact: institutional.fidelity.ca
Address: 483 Bay St., Toronto, ON, M5G 2N7
PH: 416-217-7773
Web: institutional.fidelity.ca
Alternatives management provided to: Canadian pension plans; Canadian foundations
Alternatives asset classes: Direct real estate; Private debt; Long/short equities; Indirect real estate; Private equity; Advantage Bitcoin ETF/ETF Fund and Advantage Ether ETF/ETF Fund
Manager style: The investment management style varies depending on the strategy
Ownership structure: Principals, 100%
Alternative investment professionals: 107
Established: 1987
FIERA CAPITAL CORPORATION
Contact: Sarah Aves, Co-head of Canadian Institutional Clients
Address: 1981 McGill College Avenue, Suite 1500, Montreal, QC, H3A 0H5
PH: 514-954-6468
Fax: 514-954-9692
Email: [email protected]
Web: fieracapital.com
Alternatives management provided to: Canadian pension plans, 81; Canadian foundations, 88; Canadian endowments, 100
Total Canadian alternatives clients: 2,536
Alternatives asset classes: Direct real estate, $5,185.38M; Private debt, $4,411.49M; Infrastructure, $1,752.65M; Private equity, $941.13M; Agriculture and timberland, $1,586.58M
Alternative AUM for Canadian institutional investors: $9,188.14M
Manager style: Active
Alternative investment professionals: 125
Established: 2003
Minimum investment: Pooled, $5M; Separate, $20M
FRANKLIN TEMPLETON
Contact: Dennis Tew, Head of Sales, Canada
Address: 200 King Street West, Suite 1400, Toronto, ON, M5H 3T4
PH: 416-957-6023
Email: [email protected]
Web: franklintempleton.ca
Alternatives management provided to: Canadian pension plans, 40; Canadian foundations, 7; Canadian endowments, 4
Total Canadian alternatives clients: 63
Alternatives asset classes: Direct real estate, $3.5B; Private debt, $780M; Private equity, $1.4B; Hedge funds, $248M; Real assets, $6M
Alternative AUM for Canadian institutional investors: $5.9B
Manager style: Various investment styles across 10 distinct alternatives investment manager teams
Ownership structure: Principals, 36%; Publicly held, 64%
Alternative investment professionals: 222
Established: 1947
Minimum investment: Pooled, varies by strategy; Separate, varies by strategy
GUARDIAN CAPITAL LP
Contact: Robin Lacey, Head of Institutional Asset Management
Address: 199 Bay Street, Suite 2700, Toronto, ON, M5L 1E8
PH: 416-947-4082
Fax: 416-364-9634
Email: [email protected]
Web: guardiancapital.com
Alternatives management provided to: Canadian foundations, 1
Total Canadian alternatives clients: 3
Alternatives asset classes: Other, $181.49M
Alternative AUM for Canadian institutional investors: $181.34M
Manager style: Seeks to achieve its investment objectives by primarily investing in or selling short securities of issuers located primarily within North America. The strategy will be driven by ongoing credit research and macroeconomic analysis performed by the Manager. Composition will vary depending on market conditions and various phases of the economic and credit cycle. Principally holds investment grade and non-investment grade bonds, broadly diversified by issuer and industry, but may also invest in other securities including, but not limited to, floating rate bank loans, convertible bonds, equities, warrants, real estate investment trusts, and exchange traded funds (ETFs). The strategy may also invest in credit, interest rate and index swaps or employ income-generating option strategies. May engage in strategies relating to special situations such as reorganizations, restructurings, distressed situations, mergers, or acquisitions as well as the use of leverage in order to hedge or enhance returns.
Ownership structure: Third party, 100%. Guardian Capital LP is 100% owned by the parent company Guardian Capital Group Limited
Alternative investment professionals: 2
Established: 1962
Minimum investment: Pooled, $1M
GUARDIAN CAPITAL REAL ESTATE
Contact: Frank Bartello, Senior Vice-president
Address: 199 Bay St., Ste. 2700, Toronto, ON, M5L 1E8
PH: 416-947-4017
Email: [email protected]
Web: guardiancapital.com
Alternatives management provided to:
Canadian pension plans, 2; Canadian foundations, 2
Total Canadian alternatives clients: 35
Alternatives asset classes: Direct real estate, $484M
Alternative AUM for Canadian institutional investors: $484M
Manager style: Focus on the preservation and enhancement of income. One of the key investment principles of the Fund is to acquire assets with rents at or below market and properties with prior inefficiencies. We believe we can effectively grow the income produced by the Fund’s assets over time, offsetting the potential risk of declining property values as a result of increasing cap rates.
Ownership structure: Third party, 100%. Wholly owned by Guardian Capital Group
Alternative investment professionals: 5
Established: 2013
Minimum investment: Pooled, $1M; Separate, varies by mandate
GWL REALTY ADVISORS
Contact: Steven Marino, Executive Vice President, Portfolio Management
Address: 33 Yonge Street, Toronto, ON, M5E 1G4
PH: 416-507-2878
Fax: 416-361-0028
Email: [email protected]
Web: gwlrealtyadvisors.com
Alternatives asset classes: Direct real estate, $16.152B
Alternative AUM for Canadian institutional investors: $14.781B
Manager style: Core Canadian investment strategy, predicated upon acquisition, development, and management of high-quality, income-generating real estate with the potential for capital appreciation over time. Portfolio construction is shaped by exposure to key economic drivers, enduring locations, and a diversified asset mix of institutional-quality properties, with strong weightings in industrial and multi-family residential.
Ownership structure: Publicly held, 100%
Alternative investment professionals: 775
Established: 1993
Minimum investment: Pooled, $5M
HILLSDALE INVESTMENT MANAGEMENT INC.
Contact: Harry Marmer, EVP
Address: 100 King Street West, Toronto, ON, M5X 1E4
PH: 416-913-3919
Fax: 416-913-3901
Email: [email protected]
Web: www.hillsdaleinv.com
Alternatives asset classes: Long/short equities; Hedge funds
Manager style:
Institutional investment boutique aligned with its clients by investing alongside them. Renowned for designing systematic, bespoke investment strategies across diverse objectives including high alpha, ESG, customized, and smart beta. Committed to producing the highest-quality investment strategies, continuously reconciling results relative to expectations. Recognized for investment and client service excellence – a reflection of our relentless pursuit of research and development and the dedication of our employees who invest alongside our clients.
Ownership structure:
Hillsdale is an institutional investment boutique aligned with its clients’ best interests.
Alternative investment professionals: 15
Established: 1996
Minimum investment:
Pooled, $2M; Separate, $25M
PICTET ASSET MANAGEMENT
Contact: François Forget, Head of Distribution – Canada
Address: 1000 de la Gauchetière West, Suite 3100, Montreal, QC, H3B 4W5
PH: 514-518-8587
Email: [email protected]
Web: am.pictet
Alternatives management provided to: Canadian pension plans, 1
Total Canadian alternatives clients: 1
Alternatives asset classes: Hedge funds, $1.85M
Alternative AUM for Canadian institutional investors: $1.85M
Manager style: Hedge funds (artificial intelligence (AI), Asian event-driven, distressed & special situations, emerging markets relative value, Europe directional, Europe market-neutral, global directional, global market-neutral, Greater China, multi-strategy); private equity (entrepreneur capital, co-investments, environmental co-investments, multi-strategy, thematic); real estate (European value add, European core plus, global multi-manager); and private debt (European private debt)
Ownership structure: Principals, 100%
Alternative investment professionals: 161
Established: 1980 (parent in 1805)
Minimum investment: Pooled, $1M; Separate, $50M
PICTON MAHONEY ASSET MANAGEMENT
Contact: Connor Haslip, Vice President, Institutional Business
Address: 33 Yonge Street, Suite 320, Toronto, ON, M5E 1G4
PH: 416-955-4555
Fax: 416-955-4100
Email: [email protected]
Web: pictonmahoney.com
Alternatives management provided to: Canadian pension plans, 1; Canadian foundations, 1
Total Canadian alternatives clients: 7
Alternatives asset classes: Long/short equities, $4,557.6M; Hedge funds, $2,162.4M; Multi-asset/GTAA, $230M; Long/short credit, $2,903.7M; Merger arbitrage, $1,195.2M; Special situations credit, $453.7M
Alternative AUM for Canadian institutional investors: $1,313.3M
Manager style: Active
Ownership structure: Principals, 100%
Alternative investment professionals: 48
Established: 2004
Minimum investment: Pooled, $10M; Separate, $25M
RP INVESTMENT ADVISORS LP
Contact: Zachary Barsky, Director of Institutional Solutions
Address: 43 Hazelton Avenue, Toronto, ON, M5R 2E3
PH: 416-306-8172
Fax: 647-288-2001
Email: [email protected]
Web: https://rpia.ca/institutional-investors
Alternatives management provided to:
Canadian pension plans, 4; Canadian foundations, 3
Total Canadian alternatives clients: 1,279
Alternatives asset classes: Hedge funds, $3,130.64M; Liquid alternative mutual fund, $1,686.75M
Alternative AUM for Canadian institutional investors: $4,817.39M
Manager style: Actively managed long/short global credit
Ownership structure: Principals, 100%
Alternative investment professionals: 27
Established: 2009
Minimum investment: Pooled, $1M; Separate, $100M
SLC MANAGEMENT
Contact: Catherine Jackman, CFA, Managing Director, Canadian Institutional Distribution; Véronique Lauzière, FCIA, FSA, CFA, Managing Director, Canadian Institutional Distribution
Addresses: 1 York St., Toronto, ON, M5J 0B6; 1155 rue Metcalfe, Montréal, QC, H3B 2V9
PH: 416-408-8729; 514-904-9694
Email: [email protected]; [email protected]
Web: slcmanagement.com
Alternatives management provided to: Canadian pension plans, 62; Canadian foundations, 3; Canadian endowments, 2
Total Canadian alternatives clients: 124
Alternatives asset classes: Private debt, $55,082M; Infrastructure, $18,961M; Other, $747M
Alternative AUM for Canadian institutional investors: $74,791M
Manager style: SLC fixed income: Actively managed investment-grade public and private fixed income; Crescent: Actively managed below-investment-grade public and private credit; InfraRed: Actively managed infrastructure equity across core and value-add strategies
Ownership structure: Third party, 100%. SLC Management is the brand name for the institutional asset management business of Sun Life Financial Inc. (Sun Life), under which Sun Life Capital Management (U.S.) LLC in the United States and Sun Life Capital Management (Canada) Inc. in Canada operate. BentallGreenOak, Crescent Capital Group LP, and InfraRed Capital Partners are also part of SLC Management. Sun Life Capital Management (U.S.) LLC, Sun Life Capital Management (Canada) and InfraRed Capital Partners are indirect wholly owned subsidiaries of Sun Life Financial Inc. Crescent Capital Group LP is a majority-owned subsidiary of Sun Life Financial Inc. Sun Life Financial Inc. is a publicly traded company listed on the Toronto (TSX), New York (NYSE), and Philippine (PSE) stock exchanges under the ticker symbol SLF. Note: BentallGreenOak (BGO) is listed as a separate entry in this directory, which specifies its ownership.
Alternative investment professionals: 326+
Established: 2013
Minimum investment: Pooled, varies by fund; Separate, varies
Note:
The asset figures, client counts, and employee counts in this survey include those of SLC Management’s fixed-income operations and our affiliates Crescent Capital Group LP (Crescent ) and InfraRed Capital Partners (InfraRed). The broader SLC Management organization has additional alternative capabilities through our affiliate BGO. The capabilities of BGO are provided as a separate entry in this directory
SPARTAN FUND MANAGEMENT INC.
Contact: Paul Patterson
VP, National Sales
Address: 200-150 King Street West Toronto, ON, M5H 1J9
PH: 416-601-3172
Fax: 416-601-5611
Email: [email protected]
Web: www.spartanfunds.ca
Total Canadian alternatives clients: 9,500
Alternatives asset classes:
Private equity, $977M; Hedge funds, $808M; Multi-asset/GTAA, $142M
Manager style:
Multiple funds with multiple styles, ranging from private equity, secondary private equity, even driven, long biased, small/microcap, multi-manager, SPACs, residential mortgages, and venture capital
Ownership Structure: Principals, 100%
Alternative investment professionals: 15
Established: 2004
Minimum investment: Pooled, $10K; Separate, $10M
STONEBRIDGE FINANCIAL
Contact: Angela Valdes, Vice President
Address: 20 Adelaide St E, Toronto, ON, M5C 2T6
PH: 416-364-3001
Email: [email protected]
Web: stonebridge.ca
Alternatives management provided to: Manages and administers capital on behalf of pension plans, labour unions, insurance companies, banks, municipalities, foundations, universities, government entities, as well as for other managers and institutional investors.
Total Canadian alternatives clients: 60
Alternatives asset classes: Specializes in private debt and credit investments across infrastructure, renewable power, healthcare,
real estate (commercial mortgages), and corporate sectors.
Alternative AUM for Canadian institutional investors: $3.4B
Manager style: Active and passive, long and short duration strategies across investment-grade, core, and core-plus risk profiles
Ownership structure: Originally founded with the support of three of Canada’s largest insurance companies that held a minority interest; 100% independently owned since 2021
Alternative investment professionals: 18
Established: 1998
Minimum investment: Pooled, $3M; Separate, $15M
T. ROWE PRICE
Contact: Lauren Bloom, Head of Canada
Address: 77 King Street West, TD North Tower, Suite 4240, Toronto, ON, M5K 1G8
PH: 647-355-6887
Email: [email protected]
Web: troweprice.com/Canada
Alternatives asset classes: Multi-asset/GTAA, $173.1M; Other, $75,793.1M managed by investment advisory affiliates, including Oak Hill Advisors (OHA)
Alternative AUM for Canadian institutional investors: $370M
Manager style: Macro and absolute return strategies are fundamentally driven, trading long and short across global markets, seeking to provide strong risk-adjusted returns by combining a top-down macro view with bottom-up, idiosyncratic insights from T. Rowe Price’s global research platform through a repeatable investment process.
Ownership structure: Publicly held, 100%. Common stock owned outright by our associates and directors, combined with outstanding vested stock options and unvested restricted stock awards, total approximately 6% of our outstanding stock and outstanding vested stock options as at December 31, 2024.
Alternative investment professionals: 124
Established: 1937
Minimum investment: Pooled, $5M; Separate, $60M
TD GLOBAL INVESTMENT SOLUTIONS
Contact: Mark Cestnik, Managing Director
Address: 161 Bay St., Toronto, ON, M5J 2T2
PH: 416-274-1742
Email: [email protected]
Web: tdgis.com
Alternatives management provided to: Canadian pension plans, 166; Canadian foundations, 1; Canadian endowments, 33
Total Canadian alternatives clients: 253
Alternatives asset classes: Direct real estate, $21,377.05M; Private debt, $10,760.82M; Infrastructure, $2,918.43M; Other, $136.76M
Alternative AUM for Canadian institutional investors: $35,193.06M
Manager style: Core plus/diversified
Ownership: TD Global Investment Solutions represents TD Asset Management Inc. (TDAM) and Epoch Investment Partners, Inc. (TD Epoch). TDAM and TD Epoch are affiliates and wholly owned subsidiaries of The Toronto-Dominion Bank
Alternative investment professionals: 79
Established: 1987
Minimum investment: Pooled, $5M; Separate, $500M