Portfolio Management Providers
MFS Investment Management serves investors in more than 30 countries through offices in nine major financial centres – Boston, Hong Kong, London, Mexico City, São Paulo, Singapore, Sydney, Tokyo and Toronto. MFS employs a disciplined, consistent approach across their global investment platform guided by three core principles: integrated research, global collaboration and active risk management. They analyze investment opportunities across the world by integrating fundamental, quantitative, and credit perspectives. Their team and reward structure ensure collaboration across the organization. Actively managing risk is the responsibility of every member of the investment team and drives their decisions.
In addition, MFS is committed to integrating ESG (Environmental, Social, & Governance) factors into their investment process. They focus on identifying sustainably managed companies and issuers that create long-term value for both shareholders and stakeholders.
Guardian Capital LP was founded in 1962 and has demonstrated a superior track record in both up and down market environments. Guardian is a conservative manager with over $25 billion in assets.
The firm has a deep and very stable team of investment managers and research analysts that help reduce the volatility of the Canadian equity markets.
PH&N Institutional is a among Canada's most established institutional asset managers, with a long-standing focus on distinctive active management and high-quality service. They manage over $145 billion in assets on behalf of Canadian governments, corporations, unions, not-for-profit organizations, family offices and Indigenous communities throughout Canada. As the institutional business division within RBC Global Asset Management (RBC GAM) in Canada, they deliver solutions that combine PH&N Institutional's client-centred portfolio expertise with RBC GAM's global investment capabilities in all major asset classes, including domestic and international fixed income and equities, as well as custom, specialty and alternative investment strategies.