The Canadian Source Of Employee Pension Fund Investment And Benefits Plan Management

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EAFE & Emerging Markets

Interactive Statistics: EAFE & Emerging Markets

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ABERDEEN ASSET MANAGEMENT INC.
Renee Arnold, Head of Business Development, Canada; 161 Bay St., 44th Floor, TD Canada Trust Tower, Toronto, ON M5J 2S1
PH: 416-777-5570
Fax: 866-290-9322
eMail: renee.arnold@aberdeen-asset.com
Web: www.aberdeen-asset.ca
Manager Style: Active, Large Cap, Core
Portfolio Management: Internally
Managed For/Since: EAFE: 1990 EM: 1996
Ownership Structure: Principals - 3.1%, Public - 96.9%
Business Relationships: Business & capital alliance with Mitsubishi UFJ Trust and Banking Corporation
Performance Presentation Standards: GIPS
Locations: Melbourne & Sydney (Australia); São Paulo (Brazil); Toronto (Canada); Hong Kong (China); Copenhagen (Denmark); Helsinki (Finland); Paris (France); Frankfurt (Germany); Budapest (Hungary); Jakarta, Bandung & Surabaya (Indonesia); Milan (Italy); Tokyo (Japan); Luxembourg (Luxembourg); Kuala Lumpur (Malaysia); Amsterdam (Netherlands); Oslo (Norway); Singapore (Singapore); Madrid (Spain); Stockholm (Sweden); Geneva & Zurich (Switzerland); Taipei & Kaohsiung (Taiwan); Bangkok (Thailand), Jersey-Channel Islands, Aberdeen & Edinburgh (UK); London (UK); Philadelphia, Miami & New York (US)
Minimum Investment - Pooled: EAFE - $5M EM Equity - $10M
Minimum Investment - Separate: EAFE - $100M EM - $100M
Portfolio Managers: EAFE: 10 EM: 49
Research Analysts: EAFE: 91

ADDENDA CAPITAL INC.
Michel Jalbert, CFA, FCIA, FSA, Senior Vice-president, Business Development & Client Partnerships; 800 René-Lévesque Blvd. W., Montreal, PQ H3B 1X9
PH: 514-287-7373
Fax: 514-287-7200
eMail: m.jalbert@addenda-capital.com
Web: www.addenda-capital.com
Manager Style: Active, Large Cap, Growth
Currency Managed: Yes
Portfolio Management: Internally
Managed For/Since: May 1, 2012
Ownership Structure: Addenda Capital's largest shareholder is Co-operators Financial Services Ltd. (74.54%), a subsidiary of The Co-operators Group Ltd. Minority shareholders include Fonds de Solidarité (FTQ) (21.51%) and Addenda Capital Management Shareholders (3.95%).
Performance Presentation Standards: GIPS
Locations: Montréal, Toronto, Guelph, Regina
Minimum Investment - Pooled: 5
Minimum Investment - Separate: 20
Portfolio Managers: 27
Research Analysts: 13

AGF INVESTMENTS INC. (AGFI)
Mike Still, CFA, Vice President, Institutional Business Development; 66 Wellington St. W., TD Bank Tower, 31st Floor, Toronto, ON M5K 1E9
PH: 416-865-4319
eMail: michael.still@agf.com
Web: www.agf.com/institutional
Manager Style: Active,, Small, Mid, Large Cap, Value; Growth; Core, EAFE & EM Equity Mandates - EAFE: Active Management, Mid to Large Capitalization, Value Style; EEM: Active management, Small to Large Capitalization, GARP Style; EM Focused: Active Management, Mid to Large Capitalization, GARP Style
Portfolio Management: Internally
Managed For/Since: EAFE-1997 EM-2003 EM Focused-2010
Ownership Structure: Wholly-owned subsidiary of AGF Management Limited.
Business Relationships: AGF Investments America Inc., AGF Investments Inc. (AGFI), Highstreet Asset, Management Inc., Doherty and Associates Limited, Cypress Capital Management Ltd. & its U.S. subsidiary, AGF International Advisors Company Limited, AGF Asset Management Asia Limited, Smith & Williamson, AGF Securities (Canada) Limited, InstarAGF Inc.
Performance Presentation Standards: GIPS
Locations: Toronto & across Canada, Dublin (UK), Singapore (Singapore), Boston (US), London (UK), Beijing (China)
Minimum Investment - Pooled: 5
Minimum Investment - Separate: 25
Portfolio Managers: 23
Research Analysts: 25

AMERICAN CENTURY INVESTMENTS
Ellen DeNicola, Vice-president, Institutional Business Group; 666 Third Ave., 23rd Floor, New York, NY 10017
PH: 800-880-1726
Fax: 816-340-3931
eMail: institutional@americancentury.com
Web: www.institutional.americancentury.com
Manager Style: Active, Large Cap, Growth
Currency Managed: Yes
Portfolio Management: Internally
Managed For/Since: 1991
Ownership Structure: Principals - 59%, Third-party - 41% (CIBC)
Performance Presentation Standards: GIPS
Locations: Kansas City, El Segundo, Mountain View & New York City (US), London (UK), Hong Kong (China)
Minimum Investment - Separate: $25M
Portfolio Managers: 72
Research Analysts: 61

AMUNDI CANADA INC.
Gilbert Lavoie, President; 2000 McGill College Ave., Ste. 1920, Montreal, QC H3A 3H3
PH: 514-982-2902
Fax: 514-982-2915
eMail: gilbert.lavoie@amundi.com
Web: www.amundi.com
Manager Style: Active, Mid, Large Cap, Growth, EM Equity & Debt
Portfolio Management: Internally
Managed For/Since: Stocks - 1994 Bonds - 1998
Ownership Structure: Credit Agricole - 80% Societe Generale - 20% (subsidiaries)
Performance Presentation Standards: GIPS
Locations: More than 30 countries
Minimum Investment - Pooled: $35M
Minimum Investment - Separate: Depends on strategy

BAILLIE GIFFORD OVERSEAS LIMITED
William Pacula, Partner, Marketing Director - Clients Department; 780 Third Ave., 47th Floor, New York, NY 10017
PH: 212-319-4633
Fax: 212-319-4639
eMail: linda.turnbull@bailliegifford.com
Web: www.bailliegifford.com
Manager Style: Active, Small, Mid, Large Cap, Growth
Portfolio Management: Internally
Managed For/Since: EAFE: 1989 EM: 1994
Ownership Structure: Principals - Baillie Gifford & Co (Private Partnership)
Business Relationships: Mitsubishi UFJ Baillie Gifford Asset Management Ltd
Performance Presentation Standards: GIPS
Locations: Edinburgh & London (UK), New York (US)
Minimum Investment - Pooled: 25
Minimum Investment - Separate: 33
Portfolio Managers: 61
Research Analysts: 32

BARING ASSET MANAGEMENT1
Michael Annis, Head of Business Development, Canada; Brookfield Place, 161 Bay St., 27th Floor, Toronto, ON M5J 2S1
PH: 416-572-2737
eMail: Michael.Annis@Barings.com
Web: www.barings.com
Manager Style: GARP
Currency Managed: Yes
Portfolio Management: Internally
Managed For/Since: EAFE: 1980 EM: 1992
Ownership Structure: Wholly-owned subsidiary of Massachusetts Mutual Life Insurance Company
Performance Presentation Standards: GIPS
Locations: London (UK); Frankfurt (Germany); Paris (France); Geneva (Switzerland); Toronto (Canada); Boston & San Francisco (US), Hong Kong (China); Taipei & Kaohsiung (Taiwan); Seoul (Korea); Tokyo (Japan); Dubai(UAE)
Minimum Investment - Pooled: Generally $1-5M, varies by mandate, negotiable
Minimum Investment - Separate: Generally $10-20M, varies by mandate, negotiable
Portfolio Managers: 73
Research Analysts: 36
1 - The Barings Group consists of Baring Asset Management Limited and its subsidiaries as well as Baring North America LLC.

BEUTEL, GOODMAN & COMPANY LTD.
Bruce Shewfelt, Managing Director, Client Service & Marketing; 20 Eglinton Ave. W., Ste. 2000, Toronto, ON M4R 1K8
PH: 416-485-1010
Fax: 416-485-1799
eMail: asokolova@beutelgoodman.com
Web: www.beutelgoodman.com
Manager Style: Active, Large Cap, Value
Portfolio Management: Internally
Managed For/Since: 1991
Ownership Structure: Principals - 51%, Third-party - 49% (Affiliated Managers Group, Inc.)
Performance Presentation Standards: AIMR, GIPS
Locations: Toronto
Minimum Investment - Pooled: $5M
Minimum Investment - Separate: $25M
Portfolio Managers: 13
Research Analysts: Portfolio Managers are also analysts

BLACKROCK
Eric Leveille, Managing Director; 1000 Sherbrooke W., Ste. 1730, Montreal, QC H3A 3G4
PH: 416-643-4000
Fax: 514-843-5198
eMail: ICBGCRDataManagement@blackrock.com
Web: www.blackrock.com
Manager Style: Active, Passive, Small, Mid, Large Cap, Value, Growth, Core, Range of investment products & services across asset classes & management styles
Currency Managed: Yes
Portfolio Management: Internally
Managed For/Since: Varies by product
Ownership Structure: Public - 79% (Institutional Investors, Employees & Public), Third-party - 21% (PNC Financial Services Group, Inc.)
Business Relationships: PNC Financial Services Group, Inc. Private National Mortgage Acceptance Corporation Management, Highfields; Bank of China Investment Management Co., Limited, KASB Funds Limited; DSP BlackRock Investment Managers; ABR Reinsurance Ltd.
Performance Presentation Standards: GIPS
Locations: Over 70 cities in 30 countries
Minimum Investment - Pooled: Varies by product
Minimum Investment - Separate: Varies by product
Portfolio Managers: 5122
Research Analysts: 2443
2 - Refers to equity & fixed income portfolio managers & research analysts firmwide
3 - Refers to equity & fixed income portfolio managers & research analysts firmwide

BMO GLOBAL ASSET MANAGEMENT
Marija Finney, Senior Vice-president, Head of Institutional Sales & Service; 100 King St. W., Toronto, ON M5X 1A1
PH: 416-359-5003
Fax: 416-359-5040
eMail: marija.finney@bmo.com
Web: www.bmo.com/gam/ca/institutional
Manager Style: Active, Passive, Small, Mid, Large Cap, Value, Growth, Core
Currency Managed: Yes
Portfolio Management: Internally
Managed For/Since: 1991
Ownership Structure: BMO Financial Group
Business Relationships: BMO Asset Management Corp, Pyrford International, LGM Investments, BMO Global Asset Management, formerly F&C Asset Management plc.
Performance Presentation Standards: GIPS, Other
Locations: Toronto & Montreal (Canada); Boston, New York, Milwaukee, Chicago, Los Angeles & Miami (US); London & Edinburgh (UK); Dublin (Ireland); Zurich (Switzerland); Lisbon (Portugal); Amsterdam, Frankfurt & Munich (Germany); Abu Dhabi & Mumbai (India); Beijing, Shanghai & Hong Kong (China); Sydney & Melbourne (Australia); Luxembourg (Luxembourg)
Minimum Investment - Pooled: $1M
Minimum Investment - Separate: $50M
Portfolio Managers: 177
Research Analysts: 86

BNP PARIBAS INVESTMENT PARTNERS CANADA, LTD.
Rodolphe de Candé, Head of Canada Business Development; 155 Wellington St. W., Ste. 3110, RBC Centre, Box 149, Toronto, ON M5V 3H1
PH: 416-365-3983
Fax: 416-365-3987
eMail: rodolphe.decande@bnpparibas.com
Web: institutional.bnpparibas-ip.com
Manager Style: Active, Small, Mid, Large Cap, Growth
Currency Managed: Yes
Portfolio Management: Internally
Managed For/Since: 1990
Ownership Structure: Public, BNP Paribas SA.
Business Relationships: Fischer Francis Trees & Watts; Banco Estado Fondos Mutuos; HFT Investment Management Co. Ltd.; Shinhan BNP Paribas Asset Management; TEB Asset Management; Arnhem Investment Management; Alfred Berg; BNP Paribas Epargne & Retraite Entreprises; Innocap; BNP Paribas Capital Partners; CamGestion; Impax Asset Management; THEAM; FundQuest Advisor
Performance Presentation Standards: GIPS
Locations: Toronto (Canada); New York, Boston & Chicago (US); Tokyo (Japan); Shanghai & Hong Kong (China); Singapore (Singapore); Taipei (Taiwan); Seoul (Korea); Jakarta (Indonesia); Kuala Lumpur (Malaysia); Mumbai (UAE); Sydney (Australia); São Paolo & Rio de Janeiro (Brazil); Mexico (Mexico); Santiago (Chile); Buenos Aires (Argentina); Bogota (Columbia); Istanbul (Turkey); Casablanca (Morocco); Manama (Bahrain); Stockholm (Sweden); Oslo (Norway); Helsinki (Finland); Paris (France); Brussels (Belgium); London (UK); Amsterdam (The Netherlands); Hesperange (Luxembourg); Frankfurt (Germany); Milan (Italy); Madrid (Spain); Zurich (Switzerland);, Vienna (Austria); Lisbon (Portugal); Athens (Greece)
Minimum Investment - Pooled: $10M
Minimum Investment - Separate: $50M
Portfolio Managers: 383
Research Analysts: 266

BNY MELLON ASSET MANAGEMENT CANADA LTD.
Michael Parsons, Vice-president, Sales & Marketing; 320 Bay St., Toronto, ON M5H 4A6
PH: 416-775-5876
Fax: 416-775-5880
eMail: michael.parsons@bnymellon.com
Web: www.bnymellon.com
Manager Style: Active, Passive, Small, Mid, Large Cap, Value, Growth, Core
Currency Managed: Yes
Portfolio Management: Externally - Walter Scott & Partners Limited, The Newton Group, Mellon Capital Management, The Boston Company Asset Management,
Ownership Structure: Public
Performance Presentation Standards: AIMR, GIPS
Locations: Toronto (Canada); Boston, New York & Pittsburgh (US); London (UK)

BRANDES INVESTMENT PARTNERS
Tim Newburn, Director, Institutional Group; 20 Bay St., Ste. 400, Toronto, ON M5J 2N8
PH: 403-217-1331
eMail: tim.newburn@brandes.com
Web: www.brandes.com
Manager Style: Active, Small, Mid, Large Cap, Value
Portfolio Management: Internally
Managed For/Since: EAFE 1990, EM 1994
Ownership Structure: Principals
Business Relationships: Brandes Investment Partners, L.P.; Sionna Investment Managers Inc.; Lazard Asset Management (Canada) Inc.; Greystone Managed Investments Inc.
Performance Presentation Standards: GIPS
Locations: Toronto (Canada); San Diego & Milwaukee (US); Dublin (Ireland); Singapore (Singapore)
Minimum Investment - Pooled: $1M
Minimum Investment - Separate: $10M
Portfolio Managers: 21
Research Analysts: 26 (Equity)

BURGUNDY ASSET MANAGEMENT LTD.
Shihab Zubair, Vice-president, Institutional Client & Consultant Relations; 181 Bay St., Ste. 4510, Toronto, ON M5J 2T3
PH: 416-640-2680
Fax: 416-869-9036
eMail: szubair@burgundyasset.com
Web: www.burgundyasset.com
Manager Style: Active, Small, Mid, Large Cap, Value, Bottom-up, Fundamental, Focus on Quality
Portfolio Management: Internally
Managed For/Since: 2005
Ownership Structure: Principals
Performance Presentation Standards: GIPS
Locations: Toronto & Montreal
Minimum Investment - Pooled: $5M
Minimum Investment - Separate: $10M
Portfolio Managers: 11
Research Analysts: 17

CI INSTITUTIONAL ASSET MANAGEMENT
Dustin Hunt, Head of Institutional; 2 Queen St. E., 19th Floor, Toronto, ON M5C 3G7
PH: 416-681-6679
Fax: 416-681-8849
eMail: dunt@ci.com
Web: www.ciinstitutional.com
Manager Style: Active, Small, Mid, Large Cap, Value, Growth, Core
Currency Managed: Yes
Portfolio Management: Internally - Signature Global Asset Management, Altrinsic Global Advisors, Epoch Investment Partners
Managed For/Since: 1991
Ownership Structure: Principals - <10%, Public - 90%
Business Relationships: Visit http://www.ci.com/web/pdf/statement_policy_e.pdf
Locations: Toronto, Montreal, Calgary, Vancouver
Minimum Investment - Pooled: $1M
Minimum Investment - Separate: $50M
Portfolio Managers: 324
Research Analysts: 245
4 - Sub-advisors wholly-owned by CI: Signature Global Asset Management, Cambridge Global Asset Management Harbour Advisors
5 - Sub-advisors wholly-owned by CI: Signature Global Asset Management, Cambridge Global Asset Management Harbour Advisors

CIBC ASSET MANAGEMENT
Doug MacDonald, CFA, Managing Director & Head, Institutional Asset Management; 18 York St., Ste. 1400, Toronto, ON M5J 2T8
PH: 416-980-2736
Fax: 416-364-3286
eMail: Doug.MacDonald@cibc.com
Web: www.cibcam.com
Manager Style: Active, Large Cap, Growth
Currency Managed: Yes
Portfolio Management: Internally
Managed For/Since: 1992
Ownership Structure: Wholly-owned by CIBC
Performance Presentation Standards: GIPS
Locations: Toronto & Montreal
Minimum Investment - Pooled: $10M
Minimum Investment - Separate: $10M
Portfolio Managers: 24
Research Analysts: 34

CONNOR, CLARK & LUNN INVESTMENT MANAGEMENT LTD. (CC&L)
Brent Wilkins, Head of Institutional Sales (Canada); 181 University Ave., Ste. 300, Toronto, ON M5H 3M7
PH: 416-364-5396
Fax: 416-363-2089
eMail: bwilkins@cclgroup.com
Web: www.cclgroup.com
Manager Style: Active, Large Cap, Core
Currency Managed: Yes
Portfolio Management: Internally
Managed For/Since: EAFE: 2013 EM: 2013
Ownership Structure: Principals - 71.4%, Third-party - 28.6% (Connor, Clark & Lunn Investment Management Partnership)
Business Relationships: CC&L Financial Group
Performance Presentation Standards: GIPS
Locations: Vancouver & Toronto.
Minimum Investment - Pooled: $10M
Minimum Investment - Separate: $15M
Portfolio Managers: 20
Research Analysts: 20

DESJARDINS GLOBAL ASSET MANAGEMENT
Jay Aizanman, Director, Business Development; 1, Complexe Desjardins, Ste. 2500, Montreal, QC H5B 1B3
PH: 514-350-8686
Fax: 514-281-7253
eMail: jay.aizanman@desjga.com
Web: www.desjardins.com/ca/business/investment/institutional-portfolio-management/index.jsp
Manager Style: Active, Large Cap, Core
Portfolio Management: Externally
Managed For/Since: 2010
Ownership Structure: Federation Desjardins
Locations: Montreal, Toronto & Vancouver
Minimum Investment - Pooled: 10
Minimum Investment - Separate: 100
Portfolio Managers: 2

DIMENSIONAL FUND ADVISORS
Kevin Martino, Vice-president, Canadian Institutional Services; 221 Woolwich St., Guelph, ON N1H 3V4
PH: 519-265-9015
Fax: 519-265-8210
eMail: kevin.martino@dimensional.com
Web: www.dfaca.com
Manager Style: Active, Small, Mid, Large Cap, Value, Growth, Core
Portfolio Management: Internally
Managed For/Since: EAFE - 1991 Emerging Markets - 1994
Ownership Structure: Privately-held firm
Performance Presentation Standards: GIPS
Locations: Austin & Santa Monica (US); Sydney (Australia); London (UK); Vancouver & Toronto (Canada), Berlin (Germany); Amsterdam (The Netherlands); Singapore (Singapore); Tokyo (Japan)
Minimum Investment - Pooled: $2M
Minimum Investment - Separate: $100M
Portfolio Managers: 456
Research Analysts: 117
6 - Includes members of the International, U.S., and Fixed Income Portfolio Management teams
7 - Includes senior research officers only

EPOCH INVESTMENT PARTNERS, INC.
Bill Connolly, Managing Director, Institutional Client Relations; 399 Park Ave., New York, NY 10022
PH: 212-303-7200
Fax: 212-202-4948
eMail: bconnolly@eipny.com
Web: www.eipny.com
Manager Style: Active, Small, Mid, Large Cap, Value, Core, Free Cash Flow Orientated
Portfolio Management: Internally
Managed For/Since: 2008
Ownership Structure: Wholly-owned subsidiary of The Toronto-Dominion Bank.
Business Relationships: The Toronto-Dominion Bank.
Performance Presentation Standards: GIPS
Locations: New York
Minimum Investment - Separate: 50
Portfolio Managers: 10
Research Analysts: 17

FEDERATED INVESTORS, INC.
David Gregoire, Vice-president; 1001 Liberty Ave., Pittsburgh, PA 15222
PH: 412-288-1093
Fax: 416-527-1150
eMail: dgegoire@federatedinv.com
Web: www.federatedinvestors.com
Manager Style: Active, Small, Mid, Large Cap, Value, Growth, Core
Currency Managed: Yes
Portfolio Management: Internally
Managed For/Since: EAFE: 2004 EM: 2014
Ownership Structure: Principals - 16%, Public - 84%
Performance Presentation Standards: GIPS
Locations: Pittsburgh, Boston, New York, Rochester & Houston (US); Frankfurt (Germany); Dublin (Ireland); Piccadilly London (UK); Melbourne (Australia); Canton (China)
Minimum Investment - Pooled: Varies by product
Minimum Investment - Separate: US$25M, however, this is negotiable
Portfolio Managers: 77
Research Analysts: 93

FIERA CAPITAL CORPORATION
David Pennycook, Vice-chairman & Executive Vice-president, Institutional Markets; 1501 McGill College Ave., Montreal, QC H3A 3M8
PH: 514-954-3300
Fax: 514-954-3325
Web: www.fieracapital.com
Manager Style: Active, Large Cap, Growth at a Reasonable Price (GARP)
Currency Managed: Yes
Portfolio Management: Internally
Managed For/Since: 5¾ years, the global product has been offered since October 2009
Ownership Structure: Principals - 19%, Public - 48%, Third-party - 33% (2 Canadian Financial Institutions)
Business Relationships: Fiera-Axium Infrastructure, Fiera Properties; Roycom Inc.; GMP Investment Management
Performance Presentation Standards: AIMR, GIPS
Locations: Montreal, Toronto, Vancouver, Calgary & Halifax (Canada); New York, Boston, Los Angeles & San Francisco (US)
Minimum Investment - Pooled: $5M
Minimum Investment - Separate: $20M
Portfolio Managers: 2
Research Analysts: 5

FRANKLIN TEMPLETON INSTITUTIONAL
Duane Green, Head of Institutional - Canada; 200 King St. W., Ste. 1400, Toronto, ON M5H 3T4
PH: 416-957-6000
Fax: 416-364-6643
eMail: duane.green@franklintempleton.ca
Web: www.ftinstitutional.ca
Manager Style: Active, Small, Mid, Large Cap, Value, Growth, Core
Currency Managed: Yes
Portfolio Management: Internally
Managed For/Since: EAFE - 1954 EM - 1987
Ownership Structure: Principals - 35%, Public - 65%
Business Relationships: Franklin Resources, Inc.
Performance Presentation Standards: GIPS
Locations: Nassau (Bahamas); Fort Lauderdale (US); Edinburgh (UK); Singapore (Singapore); Melbourne (Australia); Hong Kong & Shanghai(China); Rio De Janeiro (Brazil); Buenos Aires (Argentina); Warsaw (Poland); Istanbul (Turkey); Moscow (Russia); Dubai (UAE); Mumbai (India); Vienna (Australia); Bucharest (Romania); Johannesburg (South Africa); Ho Chi Minh City (Vietnam); Kuala Lumpur (Malaysia); Seoul (Korea); Bangkok (Thailand)
Minimum Investment - Pooled: $1M
Minimum Investment - Separate: $20M
Portfolio Managers: 31
Research Analysts: 59

GE ASSET MANAGEMENT INCORPORATED
Geoffrey Moore, Senior Vice-president, Institutional Sales - GE Asset Management Canada; 1250 Rene Levesque Blvd. W., Ste. 1100, Montreal, QC H3B 4W8
PH: 514-394-3248
Fax: 877-874-3847
eMail: geoffrey.moore@ge.com
Web: www.geam.com
Manager Style: Active, Large Cap, Core, GARP
Portfolio Management: Internally
Managed For/Since: EAFE: 1986 EM: 1996
Ownership Structure: Wholly-owned by General Electric Company
Business Relationships: GE Investment Distributors Inc.
Performance Presentation Standards: AIMR, GIPS
Locations: Stamford & Irvine (US); Hong Kong (China); London (UK); Montreal (Canada); Munich (Germany)
Minimum Investment - Pooled: $10M
Minimum Investment - Separate: $25M
Portfolio Managers: 55
Research Analysts: 56

GLOBAL ALPHA CAPITAL MANAGEMENT
Brent Wilkins, Head of Institutional Sales - Canada; 181 University Ave., Ste. 300, Toronto, ON M5H 3M7
PH: 416-364-5396
Fax: 416-363-2089
eMail: more_info@cclgroup.com
Web: www.globalalphacapital.com
Manager Style: Active, Small Cap, Growth
Portfolio Management: Internally
Managed For/Since: 2009
Ownership Structure: Principals - 51, Third-party - 49 (Connnor, Clark & Lunn Financial Group Ltd.)
Business Relationships: Connor, Clark & Lunn Financial Group Ltd.
Performance Presentation Standards: GIPS
Locations: Montreal, Toronto, Vancouver
Minimum Investment - Pooled: 5
Minimum Investment - Separate: 10
Portfolio Managers: 3
Research Analysts: 1

GOLDMAN SACHS ASSET MANAGEMENT, LP
Craig Russell, Managing Director, Head of the Americas Institutional Business; 200 West St., New York, NY 10282
PH: 212-902-1000
Web: www.gs.com
Manager Style: Varies by product.
Currency Managed: Yes
Portfolio Management: Internally
Managed For/Since: Varies by product
Ownership Structure: GSG, Inc.
Business Relationships: The firm has investment advisory affiliates worldwide.
Performance Presentation Standards: GIPS
Locations: Amsterdam (The Netherlands); Bangalore & Mumbai (India); Hong Kong, Shanghai & Beijing (China); Dubai (UAE); Frankfurt (Germany); Kuala Lumpur (Malaysia); London (UK); Boston, Burlington, Chicago, Greenwich, Los Angeles, Miami, New York City, Salt Lake City & San Francisco (US); Madrid (Spain); Sydney & Melbourne (Australia); Milan (Italy); Paris (France);, São Paulo (Brazil); Seoul (Korea); Singapore (Singapore); Stockholm (Sweden); Tokyo (Japan); Toronto (Canada); Geneva & Zurich (Switzerland)
Minimum Investment - Pooled: Varies by product
Minimum Investment - Separate: Varies by product
Portfolio Managers: 291
Research Analysts: 298

GREYSTONE MANAGED INVESTMENTS INC.
Louis Martel, Managing Director & Chief Client Strategist; 1230 Blackfoot Dr., 300 Park Centre, Regina, SK S4S 7G4
PH: 306-779-6400
Fax: 306-584-0552
eMail: louis.martel@greystone.ca
Web: www.greystone.ca
Manager Style: Active, Large Cap, Growth
Portfolio Management: Internally
Managed For/Since: 1992
Ownership Structure: Principals - 67%, Third-party - 33% (Three Canadian pension funds)
Business Relationships: The firm acts as a sub-advisor for a number of third parties.
Performance Presentation Standards: GIPS
Locations: Regina, Winnipeg & Toronto (Canada); Hong Kong (China)
Minimum Investment - Pooled: $5M
Portfolio Managers: 30
Research Analysts: 12

GUARDIAN CAPITAL LP
Robert Broley, Senior Vice-president; 199 Bay St., Commerce Court W., Ste. 3100, Toronto, ON M5L 1E8
PH: 416-947-4086
Fax: 416-364-9634
eMail: rbroley@guardiancapital.com
Web: www.guardiancapitallp.com
Manager Style: Active, Mid, Large Cap, Growth
Portfolio Management: Internally
Managed For/Since: 2005
Ownership Structure: Wholly-owned by Guardian Capital Group Limited
Business Relationships: Guardian Capital Advisors LP; Worldsource Wealth Management Inc.; Alexandria Bancorp Ltd.; Guardian Ethical Management Inc.; Zephyr Management (UK) Ltd.
Performance Presentation Standards: GIPS
Locations: Montreal & Calgary(Canada), London(UK)
Minimum Investment - Pooled: $1M
Minimum Investment - Separate: Varies by mandate
Portfolio Managers: 19
Research Analysts: 10

HEXAVEST INC.
Robert Brunelle, Senior Vice-president; 1250 Rene-Levesque Blvd. W., Ste. 4200, Montreal, QC H3B 4W8
PH: 514-390-1225
Fax: 514-390-1184
eMail: rbrunelle@hexavest.com
Web: www.hexavest.com/en
Manager Style: Active, Large Cap, Core, Core with a value bias
Currency Managed: Yes
Portfolio Management: Internally
Managed For/Since: 1991
Ownership Structure: Principals - 51%, Third-party - 49% (Eaton Vance Corp.)
Business Relationships: Eaton Vance Corp
Performance Presentation Standards: AIMR, GIPS
Locations: Montreal
Minimum Investment - Pooled: $5M
Minimum Investment - Separate: $50M
Portfolio Managers: 8
Research Analysts: 4

HSBC GLOBAL ASSET MANAGEMENT (CANADA) LIMITED
Paul Seto, Vice-president, Investment Sales; 6th Floor, 70 York St., Toronto, ON M5J 1S9
PH: 416-868-8319
Fax: 416-361-6345
eMail: paul_seto@hsbc.ca
Web: www.assetmanagement.hsbc.com
Manager Style: Active, Passive, Small, Mid, Large Cap, Value, Growth, Core
Currency Managed: Yes
Portfolio Management: Internally
Managed For/Since: 1973
Ownership Structure: Public
Performance Presentation Standards: AIMR, GIPS
Locations: Montreal, Vancouver, Edmonton, Calgary, Toronto & in more than 20 countries/territories
Minimum Investment - Pooled: $1M
Minimum Investment - Separate: $50M
Portfolio Managers: 285
Research Analysts: 173

INTECH INVESTMENT MANAGEMENT LLC (INTECH)
J. Bret Young, Managing Director, Business Development; CityPlace Tower 525 Okeechobee Blvd, Ste. 1800, West Palm Beach, FL 33401
PH: 561-775-1100
Fax: 561-775-1156
eMail: jyoung@intechjanus.com
Web: www.intechjanus.com
Manager Style: Active, Large Cap, Value, Growth, Core, Pure Mathematical Process that attempts to capitalize on the random nature of stock price movements in the market
Portfolio Management: Internally
Managed For/Since: 2006
Ownership Structure: Janus Capital Group Inc.
Business Relationships: Janus Capital Management LLC, Perkins Investment Management LLC
Performance Presentation Standards: GIPS
Locations: West Palm Beach, Florida, Princeton, & New Jersey (US); London (UK)
Minimum Investment - Separate: 65
Portfolio Managers: 4
Research Analysts: 3

INTEGRA CAPITAL LIMITED
Charles Swanepoel, Chief Investment Officer; 200-2020 Winston Park Dr., Oakville, ON L6H 6X7
PH: 905-829-1131
Fax: 905-829-0358
eMail: contactus@integra.com
Web: www.integra.com
Manager Style: Active, Mid, Large Cap, Value, Growth, Core, Global Thematic Core, International Value, Emerging Markets Core Value, Emerging Markets Top Down Macro
Portfolio Management: Externally - Acadian Asset Management, Newton Capital Management, Columbia Management, Glovista Investments LLC
Managed For/Since: 19878
Ownership Structure: Principals - 90.5%, Third-party - 9.5% (Gryphon Investment Counsel)
Business Relationships: Integra Global Advisors - ACM Advisors; Bentall Kennedy; Causeway Capital Management; Deltec Asset Management; Fengate Capital; Lyxor Asset Management; Nuveen Asset Management; Phillips, Hager & North; Picton Mahoney Asset Management; Presima Inc.; Stonebridge Financial Corporation; The Bornholt Group; The Cambridge Strategy; Trez Capital; Turner Investments Pooled Fund Managers - Highstreet Asset Management; State Street Global Advisors; Barrow, Hanley, Mewhinney & Strauss; Atlantic Trust Pell Rudman; Principal Global Investors; Newton Capital Management; Analytic Investors; Acadian Asset Management; Columbia Management; Glovista Investments LLC; Lincluden Management; Standard Life Investments
Performance Presentation Standards: GIPS
Minimum Investment - Pooled: $1M
Minimum Investment - Separate: $50M
8 - The firm was established in 2002 and is the registered firm, as well as manager and trustee of the Integra Funds

J.P. MORGAN ASSET MANAGEMENT (CANADA) INC.
Daniel Smith, Executive Director; Suite 4500, TD Bank Tower, 66 Wellington St. W., Toronto, ON M5K 1E7
PH: 416-981-9142
Fax: 416-981-9196
eMail: daniel.g.smith@jpmorgan.com
Web: www.jpmorgan.com/iam
Manager Style: Active, Small, Mid, Large Cap, Value, Growth, Core, Offers investment strategies across a variety of management styles
Currency Managed: Yes
Portfolio Management: Internally
Managed For/Since: EAFE: 1982 EM: 1971
Ownership Structure: Wholly-owned subsidiary of J.P. Morgan Chase & Company
Business Relationships: Security Capital; Fleming Asset Management; Highbridge Capital Management; Gavea Investimentos
Performance Presentation Standards: AIMR, GIPS
Locations: Offices in more than 100 cities around the world, including 14 major investment centres: Beijing, Hong Kong & Shanghai (China); Chicago, New York & Columbus (US); London (UK); Melbourne (Australia); Mumbai (India); Rio de Janiero (Brazil); Seoul (Korea); Singapore (Singapore); Taipei (Taiwan); Tokyo (Japan); Vancouver (Canada)
Minimum Investment - Pooled: $5M
Minimum Investment - Separate: Strategy Dependent

JARISLOWSKY, FRASER LIMITED
Peter Godec, Partner; 20 Queen St. W., Ste. 3100, Toronto, ON M5H 3R3
PH: 416-363-7417
Fax: 416-363-8079
eMail: pgodec@jflglobal.com
Web: www.jflglobal.com
Manager Style: Active, Large Cap, Growth, GARP
Portfolio Management: Internally
Managed For/Since: 35 to 40 years
Performance Presentation Standards: GIPS
Locations: Toronto, Montreal, Calgary & Vancouver (Canada); New York (US)
Minimum Investment - Pooled: $1M
Minimum Investment - Separate: $10M
Portfolio Managers: 18
Research Analysts: See portfolio managers

LASALLE INVESTMENT MANAGEMENT
Rachel Woolf, Vice-president; 200 E. Randolph Dr., Chicago, IL 60601
PH: 312-228-2115
eMail: Rachel.Woolf@lasalle.com
Web: LaSalle.com
Manager Style: Value, Core, Real Estate
Portfolio Management: Internally
Managed For/Since: 1980
Business Relationships: Wholly-owned but operationally independent subsidiary of Jones Lang LaSalle Incorporated
Locations: Chicago, New York, Atlanta, Baltimore, San Francisco & San Diego (US); Vancouver & Toronto (Canada); Mexico City (Mexico); Brisbane & Sydney (Australia); Hong Kong & Shanghai (China); Seoul (Korea); Singapore (Singapore); Tokyo (Japan); Amsterdam (The Netherlands); London (UK); Luxembourg (Luxembourg); Madrid (Spain), Munich (Germany); Paris (France); Prague (Czech Republic)
Minimum Investment - Pooled: 5
Minimum Investment - Separate: 200
Portfolio Managers: 130
Research Analysts: 29

LAZARD ASSET MANAGEMENT LLC
Robert Harrison, Director; 130 King St. W., Ste. 1800, Toronto, ON M5X 1E3
PH: 416-945-6627
eMail: robert.harrison@lazard.com
Web: www.lazardnet.com
Manager Style: Active, Small, Mid, Large Cap, Value, Growth, Core
Currency Managed: Yes
Portfolio Management: Internally
Managed For/Since: EAFE: 1971 EM: 1990
Ownership Structure: Subsidiary of & owned by Lazard Freres & Co. LLC.
Business Relationships: Lazard Asset Management LLC; Lazard Asset Management (Canada), Inc.; Lazard Asset Management Limited; Lazard Fund Managers (Ireland) Limited; Lazard Asset Management Limited – Bahrain; Lazard Gulf Ltd. (Dubai); Lazard Asset Management (Deutschland) GmbH; Lazard Asset Management (Singapore) Pte. Ltd.; Lazard Asset Management (Hong Kong) Limited; Lazard Korea Asset Management Co., Ltd (LKAM); Lazard Japan Asset Management KK; Lazard Asset Management Pacific Co.
Performance Presentation Standards: GIPS
Locations: New York, Boston, Chicago, San Francisco & Radnor (US); Montreal & Toronto (Canada); London (UK); Manama (Bahrain); Frankfurt & Hamburg (Germany); Milan (Italy); Zurich (Switzerland); Hong Kong (China); Seoul (Korea); Tokyo (Japan); Sydney (Australia); Dublin (Ireland); Singapore (Singapore); Dubai (UAE)
Minimum Investment - Pooled: $1M
Minimum Investment - Separate: $5M
Portfolio Managers: 140
Research Analysts: 106

LINCLUDEN INVESTMENT MANAGEMENT
Wayne Wilson, Vice-president; 1275 N. Service Rd. W., Ste. 607, Oakville, ON L6M 3G4
PH: 905-825-3543
eMail: wayne.wilson@lincluden.net
Web: www.lincluden.net
Manager Style: Active, Small, Mid, Large Cap, Value, All Cap Manager
Currency Managed: Yes
Portfolio Management: Internally
Managed For/Since: 2000
Ownership Structure: Employee-owned
Minimum Investment - Pooled: $150,000
Minimum Investment - Separate: $2M
Portfolio Managers: 7
Research Analysts: 4

MANULIFE ASSET MANAGEMENT
Adam Neal, Senior Managing Director, Canadian Head of Sales & Relationship Management; NT6, 200 Bloor St. E., Toronto, ON M4W 1E5
PH: 416-926-3000
Fax: 416-926-5700
eMail: adam_neal@manulifeam.com
Web: www.manulifeam.com
Manager Style: Active, Passive, Small, Mid, Large Cap, Value, Growth, Core
Currency Managed: Yes
Portfolio Management: Internally
Managed For/Since: EAFE: 2005 EM: 2007
Ownership Structure: Manulife Financial Corporation
Business Relationships: Manulife Financial Corporation; Manulife Mutual Funds; Manulife Asset Management Limited; Gestion d'actifs Manuvie Manulife Asset Management; Manulife Asset Management (U.S.) LLC ; John Hancock Funds, LLC; Manulife Asset Management (Europe); Manulife Asset Management (Asia); Manulife TEDA Fund Management Co.; Manulife Asset Management (Japan) Limited; Declaration Management & Research LLC
Performance Presentation Standards: GIPS
Locations: Boston (US); London (UK); Hong Kong, Beijing & Shanghai (China); Jakarta (Indonesia); Singapore (Singapore); Kuala Lumpur (Malaysia); Taipei (Taiwan); Tokyo (Japan); Montreal & Vancouver (Canada); Seoul (Korea)
Minimum Investment - Pooled: $5M
Minimum Investment - Separate: Equity - $10M, Fixed Income - $25M
Portfolio Managers: 166
Research Analysts: 169

MARATHON-LONDON
Wilson Phillips, Client Director; Orion House, 5 Upper St. Martin's Lane, London, UK WC2H 9EA
PH: 914-244-9644
Fax: 914-244-9647
eMail: wphillips@marathon.co.uk
Web: www.marathon-london.com
Manager Style: Active, Mid, Large Cap, Core, All Cap
Portfolio Management: Internally
Managed For/Since: EAFE - 1987
Ownership Structure: Principals - & Employees
Performance Presentation Standards: GIPS
Locations: Mount Kisco, NY
Minimum Investment - Pooled: $25M
Portfolio Managers: 9
Research Analysts: 3

MARVIN & PALMER ASSOCIATES, INC.
Adam Taylor, Client Service & Marketing - Principal; 1201 N. Market St., Ste. 2300, Wilmington, DE 19801-1165
PH: 302-573-3570
Fax: 302-573-6772
eMail: adamtaylor@mpainc.com
Web: www.marvinandpalmer.com
Manager Style: Active, Large Cap, Growth
Portfolio Management: Internally
Managed For/Since: EAFE: 1988 EM: 1989
Ownership Structure: Principals - 95.6%, Third-party - 4.4% (Individual Investors)
Business Relationships: Marvin & Palmer Global Equity, L.P.; Marvin & Palmer Non-U.S. Equity, L.P.; Marvin & Palmer Non-U.S. Equity Institutional Fund, L.P.; Marvin & Palmer Emerging Markets Equity, L.P.; Marvin & Palmer U.S. Equity, L.P.; Marvin & Palmer Global Partners Fund, L.P.; Marvin & Palmer Emerging Markets Partners Fund, L.P.; Marvin & Palmer Funds plc; MPA Asia Fund L.P. -
Performance Presentation Standards: GIPS
Locations: Sydney (Australia); New York (US)
Minimum Investment - Separate: $25M
Portfolio Managers: 8
Research Analysts: 4

MAWER INVESTMENT MANAGEMENT LTD.
Jamie Hyndman, Director of Institutional Business Development; 600, 517 10th Ave. S.W., Calgary, AB T2R 0A8
PH: 403-262-4673
Fax: 403-262-4099
eMail: jhyndman@mawer.com
Web: www.mawer.com
Manager Style: Active, Small, Mid, Large Cap, Core
Portfolio Management: Internally
Managed For/Since: 1987
Ownership Structure: Principals
Performance Presentation Standards: GIPS
Locations: Calgary & Toronto (Canada); Singapore (Singapore)
Minimum Investment - Pooled: $5M
Minimum Investment - Separate: $50M
Portfolio Managers: 28
Research Analysts: 12

MFS INVESTMENT MANAGEMENT CANADA LIMITED
Christine Girvan, Managing Director, Sales, Canada; 77 King St. W., 35th Floor, Toronto, ON M5K 1B7
PH: 416-361-7273
Fax: 416-862-0167
eMail: cgirvan@mfs.com
Web: www.mfs.com
Manager Style: Active, Large Cap, Value, Growth, Core, Strategies can vary in Market Cap & Style.
Portfolio Management: Internally
Managed For/Since: EAFE: 1996, Emerging Markets: 1995
Ownership Structure: Principals - Up to 20%, Third-party - Remainder (Sun Life Financial, Inc.)
Business Relationships: MFS Institutional Advisors, Inc.; MFS International (U.K.) Limited; MFS Investment Management K.K.; MFS International Ltd.; MFS International (Hong Kong) Limited; MFS International Singapore Pte. Ltd.; MFS Investment Management Canada Limited; MFS Fund Distributors, Inc.; MFS Service Center, Inc.; MFS do Brasil Desenvolvimento de Mercado Ltda.; MFS Investment Management Company, (Lux) S.ar.l.; MFS Heritage Trust Company, 3060097 Nova Scotia Company
Performance Presentation Standards: GIPS
Locations: Boston (US); Hong Kong (China); London (UK); Tokyo (Japan); Singapore (Singapore); São Paulo (Brazil); Mexico City (Mexico); Sydney (Australia)
Minimum Investment - Pooled: $3M
Portfolio Managers: 73
Research Analysts: 99

NORTHERN TRUST ASSET MANAGEMENT
David Lester, Senior Vice-president; 1910-145 King St. W., Toronto, ON M5H 1J8
PH: 416-775-2215
Fax: 416-366-2033
eMail: david.lester@ntrs.com
Web: www.northerntrust.com
Manager Style: Active, Passive
Portfolio Management: Internally - EAFE & EM equities via Managers of Managers program

NS PARTNERS LTD.
Brent Wilkins, Head of Institutional Sales (Canada); 181 University Ave., Ste. 300, Toronto, ON M5H 3M7
PH: 416-364-5396
Fax: 416-363-2089
eMail: bwilkins@cclgroup.com
Web: www.cclgroup.com
Manager Style: Active, Large Cap, Core
Currency Managed: Yes
Portfolio Management: Internally
Managed For/Since: 26 years
Ownership Structure: Principals - 50%, Third-party - 50% (Jointly owned by Connor, Clark & Lunn Financial Group & NS Partners Ltd.)
Business Relationships: Connor, Clark & Lunn Financial Group; NS Partners Ltd.
Performance Presentation Standards: AIMR, GIPS
Locations: Toronto, Montreal & Vancouver (Canada); New York (US); London (UK)
Minimum Investment - Pooled: $5M
Minimum Investment - Separate: $10M
Portfolio Managers: 8
Research Analysts: Portfolio managers act as research analysts

PHILLIPS, HAGER & NORTH INVESTMENT MANAGEMENT (RBC GAM INC.)9
John Skeans, Head of Consultant Relations (Canada); 20th Floor, 200 Burrard St., Vancouver, BC V6C 3N5
PH: 604-408-6238
Fax: 604-685-5712
eMail: jskeans@phn.com
Web: www.phn.com
Manager Style: Active, Small, Mid, Large Cap, Value, Growth, Core
Portfolio Management: Internally
Managed For/Since: 1993
Ownership Structure: Public
Performance Presentation Standards: GIPS
Locations: Vancouver, Toronto, Montreal & Calgary
Minimum Investment - Pooled: $5M
Minimum Investment - Separate: $25M
Portfolio Managers: 71
Research Analysts: 60
9 - Part of RBC Global Asset Management Inc.

PICTET ASSET MANAGEMENT LTD.
John Maratta, Senior Vice-president; 1000 de la Gauchetiere W., Ste. 3100, Montreal, QC H3B 4W5
PH: 514-350-6236
Fax: 514-288-4573
eMail: mtl-inst@pictet.com
Web: www.pictet.com
Manager Style: Active, Small, Mid Cap, Value, Growth, Core, Emerging Markets: All Cap, Value; EAFE: All Cap, Growth (GARP); International Small Cap: Small Cap, Growth
Portfolio Management: Internally
Managed For/Since: EAFE - 1995 EM - 1991
Ownership Structure: Wholly-owned subsidiary of Pictet Group
Business Relationships: Pictet Overseas Inc.
Performance Presentation Standards: AIMR GIPS
Locations: Geneva & Zurich (Switzerland); London (UK); Milan (Italy); Singapore (Singapore); Tokyo (Japan); Hong Kong (China)
Minimum Investment - Pooled: $500,000
Minimum Investment - Separate: $50M
Portfolio Managers: 128
Research Analysts: 77

PIER 21 ASSET MANAGEMENT INC.
David M. Star, President & CEO; 1155 Blvd. René-Lévesque O, Montreal, QC H3B 4P7
PH: 514-397-4027
Fax: 514-875-8967
eMail: davidstar@pier21am.com
Web: www.pier21am.com
Manager Style: Active, Large Cap, Value, Growth, Core
Portfolio Management: Externally
Managed For/Since: 2005
Ownership Structure: Principals
Performance Presentation Standards: GIPS
Locations: Montreal (Canada); Copenhagen (Denmark); London (UK); Luxembourg (Luxembourg); Sydney & Melbourne (Australia)
Minimum Investment - Pooled: 5
Minimum Investment - Separate: 20

PYRAMIS GLOBAL ADVISORS (CANADA) ULC10
Michael Barnett, Executive Vice-president, Institutional Distribution; 483 Bay St., Toronto, ON M5G 2N7
PH: 416-217-7773
eMail: michael.barnett.pyr@pyramis.com
Web: www.pyramis.ca
Manager Style: Active, Small, Mid, Large Cap, Value, Growth, Core
Portfolio Management: Internally
Managed For/Since: More than 20 years
Ownership Structure: Johnson family (founders), various Charity Organizations & select Senior Employees
Business Relationships: Fidelity Investments Canada, ULC; Pyramis Global Advisors, LLC; Pyramis Global Advisors Trust Company; Pyramis Global Advisors (UK) Limited; Pyramis Global Advisors (Hong Kong) Limited; Pyramis Distributors Corporation, LLC
Performance Presentation Standards: GIPS
Locations: Smithfield, Boston & Merrimack (US); Toronto, Montreal, Calgary & Vancouver (Canada); London UK); Hong Kong (China)
Minimum Investment - Pooled: $7.5M
Minimum Investment - Separate: $50M
Portfolio Managers: 19811
Research Analysts: 42312
10 - A Fidelity Investments Company
11 - Figure represents number of equity portfolio managers only
12 - Figure represents number of total equity research professionals analysts and associates combined. This figure does not include fixed income investment professionals, traders, divisional management & other.

RUSSELL INVESTMENTS CANADA LTD.
Joseph Gelly, Managing Director & Head of Institutional Canada; 100 King St. W., Ste. 5900, Toronto, ON M5X 1E4
PH: 416-640-2507
Fax: 416-362-4494
eMail: jgelly@russell.com
Web: www.russell.com/ca
Manager Style: Active
Portfolio Management: Externally - EAFE: Barrow, Hanley, Mewhinney & Strauss; Mondrian Investment Partners; MFS Institutional Advisors; Numeric Investors LLC.; William Blair & Company Emerging Markets: AllianceBernstein; Delaware Investment Advisers; Harding Loevner LP
Managed For/Since: 15 years
Ownership Structure: London Stock Exchange Group (LSEG)
Locations: 22 offices across the world
Minimum Investment - Pooled: $10M

SCHRODER INVESTMENT MANAGEMENT NORTH AMERICA INC.
Ross Servick, Head of Canadian Distribution; 875 Third Ave., New York, NY 10022
PH: 212-632-2946
Fax: 212-641-3985
eMail: ross.servick@schroders.com
Web: www.schroders.com/canada
Manager Style: Active, Large Cap, Core
Portfolio Management: Internally
Managed For/Since: EAFE - 1981, Emerging Markets - 1991
Ownership Structure: Principals - 47.93, Public - 46.2%, Schroder employees - 5.8%
Business Relationships: Cazenove Capital Holdings Limited, Schroders NewFinance Capital LLP, Schroder Investment Management Limited, Schroder Investment Management North America Limited, Schroder Investments Limited, Schroder Middle East Limited, Schroder Pension Management Limited, Schroder Property Investment Management Limited, Schroder Unit Trusts Limited; Schroder Investment Management S.A.; Schroder Investment Management Australia Limited; Schroder Investment Management Brasil DTVM S.A.; New Finance (Cayman) Limited; Channel Islands - Schroder Property Managers (Jersey) Limited; Schroder Investment Management GmbH; Schroder Property Investment Management GmbH, Schroder Property Kapitalanlagegesellschaft GmbH, Real Neunzehnte Verwaltungsgesellschaft mbH; Schroder Investment Management (Hong Kong) Limited; PT Schroder Investment Management Indonesia – 99%; Schroder Investment Management (Ireland) Limited; Schroders Italy SIM S.p.A.; Schroder Investment Management (Japan) Limited; Schroders Korea Limited; Schroder Investment Management (Luxembourg) S.A., Schroder Property Investment Management (Luxembourg) S.à.r.l.; Schroders, S.A. de CV Distribuidorg de Aciones de Sociedades de Inversión; Schroder Investment Management (Singapore) Limited; Schroder Investment Management (Switzerland) AG; Schroder Investment Consulting Co. Limited, Schroder Investment Management (Taiwan) Limited; Schroder Investment Management North America Inc.; Schroder Fund Advisors LLC.
Performance Presentation Standards: GIPS
Locations: Bermuda; Buenos Aires (Argentina); Cayman Islands; Mexico City (Mexico); New York & Philadelphia (US); Santiago (Chile); São Paulo (Brazil); Amsterdam (The Netherlands); Copenhagen (Denmark); Dubai (UAE); Frankfurt (Germany); Geneva & Zurich (Switzerland); Gibraltar; Luxembourg (Luxembourg); Madrid (Spain); Milan & Rome (Italy); Paris (France); Stockholm (Sweden); Chester; Edinburgh; Guernsey; Jersey; London & Oxford (UK); Beijing; Hong Kong & Shanghai (China); Jakarta (Indonesia); Mumbai (India); Seoul (Korea); Singapore (Singapore); Sydney (Australia); Taipei (Taiwan); Tokyo (Japan)
Minimum Investment - Pooled: EM: $5M
Minimum Investment - Separate: EAFE: $50M EM: $100M
Portfolio Managers: 235
Research Analysts: 191

SPRUCEGROVE INVESTMENT MANAGEMENT LTD.
Tasleem Jamal, Vice-president, Marketing & Client Service; 181 University Ave., Ste. 1300, Toronto, ON M5H 3M7
PH: 416-363-5854
Fax: 416-363-6803
eMail: tjamal@sprucegrove.ca
Manager Style: Active, Small, Mid, Large Cap, Value, All Cap
Portfolio Management: Internally
Managed For/Since: 30 years
Ownership Structure: Employees
Performance Presentation Standards: AIMR, GIPS
Minimum Investment - Pooled: $20M
Minimum Investment - Separate: $100M
Portfolio Managers: 5
Research Analysts: 9

STANDARD LIFE INVESTMENTS INC.
Chris Wright, Head of Canadian Institutional Sales; 100 King St. W., Ste. 2525, Toronto, ON M5X 1C8
PH: 647-726-1415
eMail: chris_wright@standardlife.com
Web: www.standardlifeinvestments.com
Manager Style: Active, Core, Unconstrained, Income Strategies
Currency Managed: No
Portfolio Management: Internally
Managed For/Since: 1992
Ownership Structure: 100% owned by our parent company, Standard Life Investments Limited.
Business Relationships: Standard Life Investments Limited - Edinburgh; Standard Life plc - Edinburgh; SL Capital Partners (US) Ltd. - Boston; Sumitomo Mitsui Trust Bank - Tokyo; HDFC Asset Management - Mumbai
Locations: Boston (US); Edinburgh & London (UK); Paris (France); Toronto (Canada); Dublin (Ireland); Hong Kong & Beijing (China); Sydney (Australia); Frankfurt (Germany); Mumbai (India); Tokyo (Japan); Seoul (Korea)
Minimum Investment - Pooled: Please contact us for more information
Minimum Investment - Separate: Please contact us for more information
Portfolio Managers: 6
Research Analysts: 54

STATE STREET GLOBAL ADVISORS, LTD.
Michael W. Brown, Vice-president, Canada Consultant Relations; 30 Adelaide St. E, Ste. 500, Toronto, ON M5C 3G6
PH: 647-775-5778
Fax: 647-775-7264
eMail: michael_w_brown@ssga.com
Web: www.ssga.com/canada
Manager Style: Active, Passive, Small, Mid, Large Cap, Value, Growth, Core
Currency Managed: Yes
Portfolio Management: Internally
Managed For/Since: EAFE - 1979, Emerging Markets - 1990
Ownership Structure: Principals - <5%, Public - >95%, Wholly-owned subsidiary of State Street Corporation
Business Relationships: State Street Global Markets, LLC (SSGM); SSGA Funds Management, Inc. (SSGA FM); SSGA Funds; State Street Global Alliance, LLC; Sectoral Asset Management; State Street Global Alliance II, LLC; Wilton Asset Management, LLC (Wilton)
Performance Presentation Standards: GIPS
Locations: Amsterdam (The Netherlands); Atlanta, Boston, Chicago, New York & San Francisco (US); Bangalore (India); Brussels (Belgium); Dubai (UAE); Dublin (Ireland); Frankfurt & Munich (Germany); Hangzhou & Hong Kong (China); London (UK); Melbourne & Sydney (Australia); Milan (Italy); Montreal & Toronto (Canada); Paris (France); Seoul (Korea); Singapore (Singapore);, Taipei (Taiwan); Tokyo (Japan); Zurich (Switzerland)
Minimum Investment - Pooled: Minimum annual fees apply
Minimum Investment - Separate: Minimum annual fees apply
Portfolio Managers: 256
Research Analysts: 59

SUN LIFE GLOBAL INVESTMENTS
Lori Landry, Chief Marketing Officer & Head of Institutional Business; 225 King St. W., Toronto, ON M5V 3C5
PH: 416-408-7799
Fax: 416-586-0399
eMail: lori.landry@sunlife.com
Web: www.sunlifeglobalinvestments.com
Manager Style: Active, Small, Mid, Large Cap, Value, Growth
Portfolio Management: Externally - EAFE: MFS EM: Schroder Investment Management
Managed For/Since: EAFE: 2010 EM: 2011
Ownership Structure: Sun Life Financial
Business Relationships: Schroder Investment Management, MFS
Performance Presentation Standards: AIMR, GIPS
Locations: Toronto, Waterloo, Montreal
Minimum Investment - Pooled: Each series/investor negotiates its own management & advisory fee
Portfolio Managers: 2
Research Analysts: 10

T. ROWE PRICE
Bruce E. Winch, Head of Sales, Canada; 161 Bay St. Ste. 2700, Toronto, ON M5J 2S1
PH: 416-572-2582
Fax: 416-572-4085
eMail: bruce_winch@troweprice.com
Web: www.troweprice.com
Manager Style: Active, Small, Mid, Large Cap, Value, Growth, Core
Portfolio Management: Internally
Managed For/Since: EAFE & EM: 1984
Ownership Structure: Principals - 16%, Public - 84%
Business Relationships: Yes
Performance Presentation Standards: GIPS
Locations: Baltimore & San Francisco (US); London (UK); Tokyo (Japan); Hong Kong (China); Copenhagen (Denmark); Singapore (Singapore); Sydney (Australia); Luxembourg (Luxembourg); Toronto (Canada); Amsterdam (The Netherlands); Dubai (UAE), Zurich (Switzerland); Milan (Italy); Frankfurt (Germany); Stockholm (Sweden)
Minimum Investment - Pooled: Pooled accounts available
Minimum Investment - Separate: US$50M
Portfolio Managers: 71 (45 Equity and 26 Fixed Income)
Research Analysts: 220 (*12 Sector Portfolio Managers, 7 Portfolio Managers/Analysts, 128 Investment Analysts)

TD ASSET MANAGEMENT INC.13
Mark Cestnik, Managing Director; 161 Bay St., 34th Floor, CT Tower, Toronto, ON M5J 2T2
PH: 416-983-7088
eMail: mark.cestnik@tdam.com
Web: www.tdaminstitutional.com
Manager Style: Active, Passive, Core
Portfolio Management: Internally
Managed For/Since: 1992
Performance Presentation Standards: GIPS
Locations: Toronto, Montreal
Minimum Investment - Pooled: $17M
Minimum Investment - Separate: $200M
Portfolio Managers: 43
Research Analysts: 23
13 - A wholly-owned subsidiary of The Toronto-Dominion Bank

UBS GLOBAL ASSET MANAGEMENT
David Coyle, Executive Director; 161 Bay St., Ste. 4100, Toronto, ON M5J 2S1
PH: 416-681-5200
Fax: 416-681-5100
eMail: david.coyle@ubs.com
Web: www.ubs.com
Manager Style: Active, Small, Large Cap, Growth, Core
Currency Managed: Yes
Portfolio Management: Internally
Managed For/Since: 1981
Ownership Structure: Public
Performance Presentation Standards: GIPS
Locations: Toronto & Montreal (Canada); Chicago & New York US); London (UK); Zurich (Switzerland); Singapore (Singapore); Hong Kong (China)
Minimum Investment - Pooled: $15M
Minimum Investment - Separate: $50M
Portfolio Managers: 297
Research Analysts: 247

UNIGESTION ASSET MANAGEMENT (CANADA) INC.
Heather Cooke, Director; TD Canada Trust Tower - 161 Bay St., 27th Floor, Toronto, ON M5J 2S1
PH: 647-350-2020
eMail: clients@unigestion.com
Web: www.unigestion.com
Manager Style: Active, Small, Mid, Large Cap, Core
Portfolio Management: Internally
Managed For/Since: 2005
Ownership Structure: Principals - 73%, Third-party - 27%
Business Relationships: Unigestion Holding SA
Performance Presentation Standards: GIPS
Locations: Toronto & Montreal (Canada); Geneva & Zurich (Switzerland); London (UK); Jersey City (US); Paris (France); Singapore (Singapore)
Minimum Investment - Separate: Varies by Mandate
Portfolio Managers: 36
Research Analysts: 33

VAN BERKOM AND ASSOCIATES INC.
Simon Lussier, Partner, Vice-president & Chief Compliance Officer; 1130 Sherbrooke St. W., Ste. 1005, Montreal, QC H3A 2M8
PH: 514-985-5759
Fax: 514-985-2430
eMail: slussier@vbassociates.com
Web: www.vbassociates.com
Manager Style: Active, Small Cap, Value, Growth, Core, Quality GARP
Portfolio Management: Internally
Managed For/Since: 2011
Ownership Structure: Principals - JSVBA (45%); vba (45%); Partners (10%)
Performance Presentation Standards: GIPS
Locations: Hong Kong (China); Montreal (Canada)
Minimum Investment - Separate: $5M
Portfolio Managers: 1
Research Analysts: 2

VONTOBEL ASSET MANAGEMENT, INC.
Jeffrey Kutler, Director, Institutional Clients, North America; 1540 Broadway, 38th Floor, New York, NY 10036
PH: 212-415-7058
Fax: 212-415-7087
eMail: jeffrey.kutler@vusa.com
Web: www.vusa.com
Manager Style: Active, Large Cap, Growth
Portfolio Management: Internally
Managed For/Since: EAFE: 1990 EM: 1992
Ownership Structure: Vontobel Holding AG
Business Relationships: Related to other companies through parent company
Performance Presentation Standards: GIPS
Locations: Hong Kong (China)
Minimum Investment - Pooled: EAFE & EM: US$10M
Minimum Investment - Separate: EAFE: US$100M EM: US$250M
Portfolio Managers: 1
Research Analysts: 12

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Private Wealth Online