Funds Managers
We combine our expertise with that of leading portfolio managers to offer you investment solutions with optimal risk/return characteristics.
As with your investments, we favour a long-term strategy for selecting and monitoring portfolio managers. They are carefully chosen and a rigorous monitoring process ensures that their choices remain consistent with the policies and objectives that govern the FÉRIQUE Funds line-up.
Our portfolio manager selection criteria
FÉRIQUE Fund managers
All FÉRIQUE Fund managers and sub-manager ("managers") are carefully chosen following a rigorous evaluation process and based on their expertise in the asset classes concerned.
Founded in 1996, Addenda Capital is a privately owned investment management firm that manages assets for various organizations, including pension funds, private wealth clients, insurance companies, corporations, foundations, and First Nations. The firm provides access to a wide range of asset classes, including fixed income, equities, and commercial mortgages, which are leveraged to develop innovative investment solutions to meet the evolving needs of clients. Addenda’s team of 170+ employees is located across Canada, from its head office in Montreal to Toronto, Guelph, and Regina.
A recognized leader in sustainable investing, Addenda is committed to responsible wealth creation, in close partnership with clients. We favour a disciplined approach to long-term wealth creation based on fundamental research and thorough risk evaluation that integrates environmental, social, and governance (ESG) factors when applicable.
Addenda Capital is the portfolio manager for a portion of the FÉRIQUE Canadian Bonds Fund.
Addenda Capital and its sub-advisor, Insight Investment International Limited, manage the FÉRIQUE Globally Diversified Income and FÉRIQUE Canadian Bond Funds. Insight Investment International Limited, a leading global asset manager with offices across the world, is recognized internationally in both liability-driven investment (LDI) and fixed income.
Addenda Capital also serves as the sub-manager for the money market part of the FÉRIQUE Conservative, Balanced, and Aggressive Growth Portfolios.
FÉRIQUE Fund under management:
FÉRIQUE Globally Diversified Income
FÉRIQUE Canadian Bond
FÉRIQUE Conservative, Balanced and Aggressive Growth Portfolios (for the money market part)
Founded in 2008, AlphaFixe Capital is a Quebec-based investment management firm specializing in fixed income. It servces institutional clients through a diversified range of products. The entrepreneurial spirit and dynamism that drives AlphaFixe is an alternative for investors looking for a partner to accompany them through the issues that concern them.
Their investement philosophy is inspired in part by the consequences of the 2008 financial crisis and is based on a rigourous risk management process. The concepts of capital preservation and flexibility of execution of their strategies are constantly guiding them and are transposed into internal management models that are both sophisticated and accessible.
At AlphaFixe, the integration of environmental, social and governance (ESG) factors into investment decisions dates back to the firm's inception, and is therefore an integral part of the firm's mission and values. In fact, AlphaFixe became a signatory to the United Nations Principals for Responsible Investment in 2009, and is committed to all six principles.
FÉRIQUE Funds under management:
FÉRIQUE Global Sustainable Development Bond
Baker Gilmore & Associates Inc. (Baker Gilmore) is one of Canada's largest specialty fixed income managers. Founded in 1988, the Montreal-based firm has established a long track record of adding value across a wide range of mandates for variety of clients, including mutual funds, pension funds, insurance companies, corporations and non-profit institutions. Baker Gilmore's primary goal is to provide superior investment performance and service to its clients. The firm's investement approach combines fundamentally driven, subjective forecasts of the key factors driving bond market returns with a rigourous portfolio construction process to meet client risk and return objectives.
FÉRIQUE Funds under management:
FÉRIQUE Canadian Bond
FÉRIQUE Moderate and Growth Portfolios (for the money market part)
BMO Global Asset Management is a multi-asset management business focused on meeting the needs of investors, both locally and globally. The business is characterized by specialized, regional investment teams providing a range of investment solutions, with the objective of delivering world-class investment management expertise to clients across North America, Europe, Asia/Pacific and the Middle East.
The strategies it applies today demonstrate its commitment to offering new ideas and fresh perspectives. These include a host of outcome-focused solutions, pioneering capabilities and long-standing success stories like the world’s first publicly quoted investment vehicle that it still manages today.
BMO Global Asset Management and its sub-advisor Columbia Threadneedle Management Limited are involved in the management of a portion of the FÉRIQUE Global Sustainable Development Bond.
FÉRIQUE Funds under management:
FÉRIQUE Global Sustainable Development Bond
CIBC Asset Management Inc. (CIBC) is a Canadian-based investment firm which offers a broad range of investment solutions within and accross asset classes. The firm was founded in 1972 and began offering services to institutional clients in 1973. The company has numerous institutional clients, including pension funds, foundations and sub-advisory mandates (mutual funds etc.) with other financial institutions.
CIBC manages the FÉRIQUE Short-Term Income Fund, seeking to add value primarily through bank and short-term corporate credit securities.
FÉRIQUE Fund under management:
FÉRIQUE Short-Term Income
Columbia Threadneedle Investement manages investments for institutions, pension funds, sovereign wealth funds and endowments and foundations. With investment professionals sharing global perspectives accross all major asset classes and markets as well as bespoke solutions matched to client' specific requirements.
Columbia Threadneedle Investement manages a part of the FÉRIQUE American Equity Fund as a sub-advisor since May 1, 2013. The fund targets long-term capital appreciation with a strategy that invests primarily in large-cap U.S. companies that have fallen out of favor but remain fundamentally strong.
FÉRIQUE Fund under management:
FÉRIQUE American Equity
Vancouver-based Connor, Clark & Lunn Investment Management (“CC&L”) was established in 1982 and has grown to be one of Canada’s largest privately owned money management firms. The firm offers a diverse array of investment solutions including fixed income, equity (fundamental and quantitative), balanced and alternative investment strategies.
CC&L is part of the Connor, Clark & Lunn Financial Group Ltd. (“CC&L Financial Group”), a multi-boutique asset management company that provides a broad range of public and private market investment services.
FÉRIQUE Fund under management:
FÉRIQUE Canadian Equity
Franklin Templeton Investments Corp. is a Canadian subsidiary of Franklin Resources, Inc. [NYSE:BEN]. Franklin Resources, Inc. is a global investment management organization operating as Franklin Templeton Investments, which provides global and domestic investment management to retail, institutional and sovereign wealth clients in over 170 countries. Through specialized teams, the company has expertise across all asset classes—including equity, fixed income, alternative and custom solutions.
The company's investment professionals are supported by its integrated, worldwide team of risk management professional and global trading desk network.
FÉRIQUE Fund under management:
FÉRIQUE Canadian Equity
Founded in 1998, Impax Asset Management (Impax) is a specialist asset manager focused on investing in the transition to a more sustainable global economy. Impax believes that fundamental analysis that incorporates long-term risks, including environmental, social and governance (ESG) factors, enhances investment decisions. Across investment portfolios, Impax seeks to invest in higher quality companies with strong business models that demonstrate sound management of risk.
FÉRIQUE Fund under management:
FÉRIQUE Global Sustainable Development Equity
Lazard, on of the world's preeminent financial advisory and asset management firms. With origins dating back to 1848, the firm provides advice on mergers and acquisitions, strategic matters, restructuring and capital structure, capital raising and corporate finance, as well as asset management services. Lazard Asset Management (LAM), an indirect subsidiary of Lazard Ltd, provides investment management and advisory services to institutional clients, financial intermediaries, private clients and investment vehicles around the world.
Lazard manages a part of the FÉRIQUE European Equity Fund using a diversified management style, selecting securities of companies that have a high and sustainable long-term on investment, combined with an interesting valudation in relation to securities of other companies.
FÉRIQUE Fund under management:
FÉRIQUE European Equity
Lincluden Investment Management has provided discretionary investment management for institutional and private clients since 1982. It employs value-based investment principles across a range of equity, fixed income and balanced portfolios. Lincluden has been successful through superior security selection, effective risk management, diligent research and a rigorous portfolio management process.
Lincluden Investment Management is a private company held by the firm’s key employees and strategic partner Morguard. Lincluden is an independently operated entity whose corporate decisions are made by the firm’s principals. This partnership gives it a solid foundation for growth and stability, and its employee-owned structure ensures that it attracts and retains the talent that will lead to continued success.
FÉRIQUE Fund under management:
FÉRIQUE Canadian Dividend Equity
Nomura was founded in 1959 to meet the growing demand for investment funds in Japan. Today, the firm is active worldwide and serves large institutional and individual clients.
Nomura actively manages the FÉRIQUE Asian Equity Fund, taking a diversified approach to fundamental analysis. Nomura seeks to invest in undervalued securities with compelling dundamentals.
FÉRIQUE Fund under management:
FÉRIQUE Asian Equity
River Road is a respected U.S. investment manager based in Louisville, Kentucky.
River Road manages a part of the FÉRIQUE Amerian Equity Fund, the portfolio is invest in a diversified selection of all capitalization, income producing securities. he portfolio adviser uses a value-driven, bottom-up approach to identify companies that pay high and growing dividends, are financially strong, are trading below their absolute value, have an attractive business model, and have shareholder-oriented management.
FÉRIQUE Fund under management:
FÉRIQUE American Equity
Walter Scott was established in 1983 to manage bespoke equity portfolios for institutions around the world. Based in Edinburgh, Scotland, with a client service presence in Boston, MA, Walter Scott has been a non-bank subsidiary of BNY Mellon, operating independently within its investment management structure.
Walter Scott manages a part of the FÉRIQUE European Equity Fund. Its investment philosophy is defined as a low turnover bottom-up stock selection process, without reference to benchmarks, which aims to identify mainly large cap companies capable of sustaining and compounding high rates of internal wealth creation over the long term.
FÉRIQUE Fund under management:
FÉRIQUE European Equity
Founded in 1982, Wellington Management Company, LLC i one of the largest private investment managers in the world. The company focuses exclusively on managing investments, from global equity to fixed-income securities, through hedge funds, currency and commodity portfolios. Its professional's know-how has earned the firm a solid reputation for discipline and skill. Its independent research work, carried out by a group of seasoned analysts, is the cornerstone of its approaches to management.
Wellington manages the FÉRIQUE World Dividend Equity Fund with a diversified management style and a dividend bias, as well as the FÉRIQUE Global Innovation Equity Fund.
FÉRIQUE Fund under management:
FÉRIQUE World Dividend Equity
FÉRIQUE Global Innovation Equity