Canadian investors are seeking different kinds of support in building and managing portfolios, from targeted solutions to fully delegated mandates. This discussion examined what providers are seeing across pensions, insurers and other client segments, and how the market is evolving to meet their needs.

Our discussion included:

• Which Canadian investors are seeking holistic investment solutions, and what is driving demand
• Where clients want help with part of a portfolio versus a fully delegated solution
• How providers are building portfolios across public and private assets while managing liquidity and other client constraints
• What providers are seeing in their Canadian businesses today and where they see the greatest opportunities
• Why clear definitions and consistent standards matter as the Canadian solutions marketplace grows

This webinar brought together three seasoned leaders from market-leading firms whose expertise spans the investment solutions ecosystem.

Speakers

Moderator
Amanda Tepper
Managing Partner
Chestnut Advisory Group

Stephen Lingard
Senior Vice President, Co-Head of Multi-Asset
CI Global Asset Management

Eric Menzer
Senior Managing Director, Head of Advisory Solutions
Manulife Investment Management

Patrick Roy
Associate Partner, Investment Consulting
TELUS Health