BPM October 2010.indd - Benefits and Pensions Monitor

PANAGORA ASSET MANAGEMENT, INC. Robert
Job, Head of Business Development; 470 Atlantic
Ave., 8th Floor, Boston, MA 02210 PH: 617-439-6300
Fax: 617-790-2600 eMail: rjob@panagora.com Web:
www.panagora.com Investment Professionals: 28
Established: 1985 Minimum Investment - Pooled:
$10.5M Separate: $26.2M Style - Size Bias: Small,
Mid, Large, All Cap Size Bias: Value, Growth, Core Management:
Active, Passive Fixed Income: Active, Passive
Bonds: Yield Curve
PAYDEN & RYGEL Brian W. Matthews, Managing
Principal; 333 S. Grand Ave., Los Angeles, CA 90071 PH:
213-625-1900 Fax: 213-617-0152 eMail: rfpgroup@
payden.com Web: www.payden.com Investment Professionals:
74 Established: 1983 Minimum Investment
- Pooled: $1M Separate: $50M Style - Size
Bias: Large Cap Style Bias: Core Management:
Active, Passive Fixed Income: Active, Passive Bonds:
Duration, Credit, Yield Curve
PHILLIPS, HAGER & NORTH INVESTMENT
MANAGEMENT LTD.* John Skeans, Vice-president;
20th Floor, 200 Burrard St., Vancouver, BC V6C 3N5 PH:
604-408-6000 Fax: 604-685-5712 eMail: jskeans@
phn.com Web: www.phn.com Investment Professionals:
230 Established: 1964 Minimum Investment
- Pooled: $5M Separate: $25M Style - Size
Bias: Large Cap Style Bias: GARP Management:
Active Fixed Income: Active Bonds: Duration, Credit,
Yield Curve
* Part of RBC Global Asset Management
PICTET ASSET MANAGEMENT LTD. John Maratta,
Senior Vice-president; 1000 de la Gauchetiere W.,
Ste. 3100, Montreal, QC H3B 4W5 PH: 514-288-0253
Fax: 514-288-5473 eMail: mtl-inst@pictet.com Web:
www.pictet.com Investment Professionals: 184
Established: 1980 (parent - 1805) Minimum Investment
- Pooled: $500,000 Separate: $50M Style -
Size Bias: Small, Mid, Large, All (EM) Cap Style Bias:
Value (EM), Growth (SC), GARP (EAFE) Management:
Active Fixed Income: Active
PIER 21 ASSET MANAGEMENT INC. David M.
Star, President & CEO; 1155 Rene-Levesque Blvd. W., Ste.
2500, Montreal, QC H3B 2K4 PH: 514-397-4027 Fax:
514-875-8967 eMail: davidstar@pier21am.com Web:
www.pier21am.com Established: 2005 Minimum
Investment - Pooled: $5M Separate: $20M Style
- Size Bias: Large Cap Style Bias: Growth, Core Management:
Active
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Benefits and Pensions Monitor – October 2010
2010 Annual Directory
PIMCO CANADA CORP. Andrew Forsyth, Vice-president;
120 Adelaide St. W., Ste. 1901, Toronto, ON M5H
1T1 PH: 416-368-3349 Fax: 416-368-3576 eMail:
andrew.forsyth@pimco.com Web: www.pimco.ca
Investment Professionals: 459 Established: PIMCO
Canada - 2004, PIMCO (parent company) - 1971 Minimum
Investment - Pooled: $5M Separate: $75M
Style - Fixed Income: Active
PRESIMA INC. Andrew J. Kavouras, Head of Clients
& Business Development; 1000 Place Jean-Paul-Riopelle,
Montreal Herald Building, Ste. 400, Montreal, QC H2Z
2B6 PH: 514-673-1327 eMail: ajkavouras@presima.
com Web: www.presima.com Investment Professionals:
10 Established: 2004 Minimum Investment
- Pooled: $10M Separate: $20M Style - Size
Bias: Mid, Large Cap Size Bias: Value; Management:
Active
PUTNAM INVESTMENTS F. Peter Ferrelli, Managing
Director, Director of Global Client Services; One Post
Offi ce Square, Boston, MA 02109 PH: 617-292-1000
Fax: 617-760-1618 eMail: peter_ferrelli@putnam.
com Web: www.putnam.com Investment Professionals:
143 Established: 1937 Minimum Investment
- Pooled: US$10M Separate: US$25M Style -
Size Bias: Large Cap Size Bias: Core Management:
Active Fixed Income: Active Bonds: Duration, Yield
Curve
PYRAMIS GLOBAL ADVISORS* Michael Barnett,
Head of North American Institutional Sales; 483 Bay
St., Toronto, ON M5G 2N7 PH: 416-307-5300 Fax:
416-307-5511 eMail: michael.barnett.pyr@pyramis.
com Web: www.pyramis.ca Investment Professionals:
864 Established: Fidelity Investments Canada
ULC - 1987, Pyramis Global Advisors - 2005 Minimum
Investment - Pooled: $7.5M Separate: Varies by
strategy Style - Size Bias: All Cap Style Bias: GARP
Management: Active Fixed Income: Active Bonds:
Credit, Yield Curve
* A Fidelity Investments Company
RCM Christian Pachtner, Head of Client Relations &
International Business Development; 555 Mission St.,
San Francisco, CA 94105 PH: 415-954-8210 Fax:
415-236-5155 eMail: christian.pachtner@rcm.com
Web: www.rcm.com Investment Professionals: 270
Established: 1970 Minimum Investment - Pooled:
$1M Separate: $20M Style - Size Bias: Small, Mid,
Large Cap Style Bias: Growth, Core Management:
Active
ROSSEAU ASSET MANAGEMENT LTD. Jow Lee,
CFO; 181 Bay St., Ste. 2920, Toronto, ON M5J 2T3 PH:
416-777-0712 Fax: 416-777-0718 eMail: jwlee@rosseau.com
Web: www.rosseau.com
RUSSELL INVESTMENTS CANADA John Formusa,
Director, Institutional Investment Solutions; 100 King St.
W., Ste. 5900, Toronto, ON M5X 1E4 PH: 416-640-2479
Fax: 416-362-4494 eMail: dfeather@russell.com Web:
www.russell.com/ca/institutionalsolutions Investment
Professionals: 538 Established: 1936 Minimum
Investment - Pooled: $10M Style - Management:
Active Fixed Income: Active Bonds: Duration, Credit,
Yield Curve
SCEPTRE INVESTMENT COUNSEL LIMITED
David Pennycook, President; 26 Wellington St. E., Ste.
1200, Toronto, ON M5E 1W4 PH: 416-601-9898 Fax:
416-367-8716 eMail: dpennycook@sceptre.ca Web:
www.fi erasceptre.ca Investment Professionals: 18
Established: 1971 Minimum Investment - Pooled:
$25,000 Separate: $25M Style - Size Bias: All Cap
Style Bias: Core Management: Active Fixed Income:
Active Bonds: Duration, Credit, Yield Curve
SCHRODER INVESTMENT MANAGEMENT
NORTH AMERICA, INC. Ross Servick, Head of
Canadian Business Development & North American Consultant
Relations; 875 Third Ave., New York, NY 10022
PH: 212-632-2946 Fax: 212-641-3985 eMail: ross.
servick@us.schroders.com Web: www.schroders.com/us
Investment Professionals: 332 Established: 1804
Minimum Investment - Pooled: Varies by strategy
Separate: Varies by strategy Style - Size Bias: All Cap
Style Bias: Core Management: Active
SCOTIA ASSET MANAGEMENT LP Ed Calicchia,
Director & Portfolio Manager; 40 King St. E., Ste. 5200,
Toronto, ON M5H 1H1 PH: 416-933-2238 Fax: 416-
933-7490 eMail: eddie_calicchia@scotiaam.com Web:
www.scotiaassetmanagement.com Investment Professionals:
23 Established: 1877 Minimum Investment
- Separate: $10M Style - Size Bias: Large
Cap Style Bias: GARP Management: Active Fixed
Income: Active Bonds: Credit, Yield Curve
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