Public Equities Program

Our internally managed program includes actively managed portfolios, as well as cost-effective indexing strategies designed to track the performance of well-diversified equity indexes. Our long-term investment horizon gives us the flexibility to capitalize on opportunities in volatile market environments.

We continue to use external managers where appropriate; our focus remains on investing directly in high-quality companies.

We Invest In

Our diverse public equities portfolio is structured to capitalize on opportunities in Canada and internationally in developed and emerging markets.

Canadian Equity

We invest in Canadian publicly listed companies through our Active Canadian Fundamental Fund, Active Canadian Small Cap Fund, and Canadian Index Fund.

Global Equity

We invest in developed markets outside of Canada through our Active Global Fundamental Equity Fund, Active U.S. Small Cap Equity Fund, Active Global Quantitative Equity Fund, Active Global Thematic Equity Fund, Active Global Quantitative ESG Equity Fund, Global Equity Index Fund, and Global Partnership Fund.

Emerging Markets Equity

We invest in emerging markets through our Active Global Emerging Markets Equity Fund which invests in countries such as Brazil, China, India, Korea, Mexico, South Africa, and Taiwan.

Investment & Performance

Since 2018, we have developed new, diversified investment strategies that are more cost-effective for clients while improving prospects for risk-adjusted returns and delivering sustainable value.

$
0
B

ASSETS UNDER MANAGEMENT

0
%

PERCENTAGE OF TOTAL ASSETS UNDER MANAGEMENT

0
%

5-YEAR RETURN AGAINST A BENCHMARK RETURN OF 7.0%

Global Distribution of Assets Under Management

NORTH AMERICA
52.4%
1
EMERGING MARKETS
26.7%
2
EUROPE1
14.3%
3
ASIA
6.6%
4
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