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External portfolio management firms

Exceptional portfolio management firms, one common goal: offering you remarkable fund and portfolio management expertise. Discover them!

Meritage Portfolios® 

To view the firms of Meritage Portfolio® Managers, go to 100% Third-Party Funds page.

NBI Funds

CI Investments Inc.

CI Investments Inc. is one of Canada’s largest investments management companies. It offers a broad range of investment products and services, including an industry-leading selection of investment solutions.

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Fiera Capital Corporation

Fiera Capital Corporation is the lead manager for NBI funds. With approximately $109.1 billion under management, Fiera Capital is a leading-edge independent investment management firm and one of the largest investment managers in Canada.

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Goldman Sachs Asset Management

Goldman Sachs Asset Management L.P.

Goldman Sachs Asset Management is one of the world's leading investment managers. With more than 2,000 professionals located across 33 offices worldwide, GSAM provides institutional and individual investors with investment and advisory solutions, with strategies spanning asset classes, industries and geographies.

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Intact Investment Management Inc.

Intact Investment Management Inc. employs a research team consisting of 40 professionals working from offices in Montreal and Saint-Hyacinthe. The firm specializes in active fixed-income securities and Canadian equity management.

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Janus Capital Management LLC 

A subsidiary of Janus Capital Group, a global investment management firm seeking to optimize clients’ returns and preserving capital in a variety of market environments, through a broad range of managed investment solutions within fixed income, equity, alternative and multi-asset strategies. Founded in 1969, Janus’ totals US$ 137.5 billion as of September 30, 2016. The firm has offices across the globe and it employs 189  investment professionals, some of whom have over 20 years of industry experience. 

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Jarislowsky Fraser Limited 

Founded in 1955, Jarislowsky Fraser Limited is a registered investment counseling firm, managing pension funds, endowment funds, corporate and private portfolios for clients in North America and overseas.

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Mackenzie Investments

Mackenzie Investments was founded in 1967 and it is one of the most important wealth management firm in Canada with 64 billion $ in assets under management. Mackenzie is a member of the IGM Financial Group (TSX: IGM). IGM Financial is one of the biggest financial services institutions in Canada with assets under management estimated at up to 130 billion $.

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Rothschild

Rothschild 

Headquartered in New York, Rothschild Asset Management Inc. manages investments covering a range of US securities including large-cap, small/mid-cap, small-cap, and balanced strategies. The firm manages assets for a broad range of clients including corporations, endowments, foundations, healthcare organizations, high-net-worth investors, public pension funds, sub-advisory and Taft-Hartley plans.

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Standish 

Standish is a wholly owned subsidiary of BNY Mellon Asset Management North America specialized in global fixed income and US short-term bonds. Standish makes sure to offer high-quality investment solutions while combining active and passive strategies. BNY Mellon AMNA has more than $579.5 billion in assets under management and clients in more than 47 countries (as of February 7, 2018).  

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The Boston Company 

The Boston Company is a wholly owned subsidiary of BNY Mellon Asset Management North America. Their approach is to build portfolios based on fundamental research, bottom-up stock selection and risk management. They make sure to offer high-quality investment solutions while combining active and passive strategies. BNY Mellon AMNA has more than $579.5 billion in assets under management and clients in more than 47 countries (as of February 7, 2018).

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Westwood International Advisors Inc. 

Westwood International Advisors Inc. manages a variety of asset classes including U.S., Global and Emerging Markets equities, as well as income-oriented portfolios, using a variety of investment strategies. Based in Dallas, Westwood Holdings Group, Inc. also maintains offices in Omaha and Toronto.

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