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Published quarterly, the CFA Montreal newsletter is an online publication offering content that is both interesting and beneficial to our professionals. Offering exclusive interviews, opinion pieces, information about the Society’s events and activities, industry appointments and personalities, market outlook news, and articles on a wide variety of subjects, the newsletter aims to spur ongoing dialogue among professionals in the Montreal financial industry.
We invite you to send us your areas of interest and ideas for articles. You are also welcome to submit texts you have written and wish us to consider for publication.*
*CFA Montreal reserves the right to decide whether or not to publish articles and to request revisions if it judges that the subject matter represents a sensitive issue or one that may negatively affect the Society or its members.
CFA Montreal has set itself ambitious strategic objectives to benefit members, employers, investors and the Montreal financial community. However, it would not be possible for us to achieve our growth and training objectives without the invaluable support of our partners in the Montreal finance industry and business community.
CFA Montreal is grateful for the support of the following partners. We thank them for their vital contribution to the realization of our mission, ambitions and activities.
As the portfolio manager of one of the largest cooperative financial groups in the world, Desjardins Global Asset Management strongly believes in the power of expertise and the importance of education. They’re the foundation of our approach, which focuses on accessibility and expert, relevant advice.
That’s why Desjardins Global Asset Management proudly supports the mission of the CFA Society of Montreal and its efforts to advance and promote financial expertise. The excellent work the Society does makes it a major player in promoting Montreal’s financial knowledge. Our presence as a partner of the Society demonstrates our commitment to encouraging high-level knowledge sharing and helping ensure the highest degree of financial expertise in Montreal and throughout Quebec.
Addenda Capital is an investment management firm providing solutions for institutional and high net worth clients. We offer our clients expert services in a broad range of asset classes. Our mission is to add value through innovation, discipline and integrity, and to nurture genuine partnerships with our clients. With offices in Montréal, Guelph, Regina and Toronto and a team of over 50 investment professionals, Addenda Capital offers traditional and alternative investment solutions that meet clients' needs.
La Caisse de dépôt et placement du Québec is a long-term institutional investor that manages funds primarily for public and parapublic pension and insurance plans. As one of Canada’s leading institutional fund managers, La Caisse invests in major financial markets, private equity, infrastructure and real estate, globally.
CIBC Asset Management is one of the largest asset managers in Canada with over $106 billion in assets under management, and with more than 40 year history of active management.
CIBC Asset Management combines the flexibility and conviction of a specialized company with the strength and resources of a large financial institution. Our investment capabilities include fixed income, equities, asset allocation and currency management.
With our clients at the fore, we maintain a strong tradition of disciplined investment processes, while prudently managing risk, developing innovative solutions and delivering exceptional client service.
Fiera Capital Corporation, a leading independent asset management firm, is rapidly acquiring a global presence and reputation. With more than $128 billion in assets under management as at December 31, 2017, the firm offers to institutional, private wealth and retail markets full-service, integrated portfolio-management solutions that span a broad array of traditional and alternative asset classes. Clients stand to benefit from Fiera Capital's depth of expertise, diversified offerings, and performance-driven entrepreneurial culture.
Horizons ETFs Management (Canada) Inc. and its affiliate AlphaPro Management Inc. are innovative financial services companies offering the Horizons ETFs family of exchange-traded funds. The Horizons ETFs family includes a broadly diversified range of investment tools with solutions for investors of all experience levels to meet their investment objectives in a variety of market conditions. With approximately $4.3 billion in assets under management and 73 ETFs listed on the Toronto Stock Exchange (as at January 31, 2015), the Horizons ETFs family makes up one of the largest families of ETFs in Canada. Horizons ETFs Management (Canada) Inc. and AlphaPro Management Inc. are members of the Mirae Asset Global Investments Group.
MFS is a global investment manager with capabilities spanning equity, fixed income and multi-asset class portfolios. Serving institutional investors and consultants for more than 40 years, the firm manages $486.9 billion for clients in over 30 countries (as of 11/30/17). As an active, global investment manager, MFS has investment professionals based in Boston, Hong Kong, London, Mexico City, Sao Paulo, Singapore, Sydney, Tokyo and Toronto gaining on-the-ground perspective from local companies. We employ a disciplined, consistent approach across our global investment platform guided by three core principles: integrated research (fundamental, quantitative and credit analysis), global collaboration and active risk management.
PSP Investments is one of Canada’s largest pension investment managers, with $116.8 billion of assets under management as at March 31, 2016. We invest funds for the pension plans of the Public Service, the Canadian Armed Forces, the Royal Canadian Mounted Police and the Reserve Force.
The Montréal Exchange (MX), Canada's oldest exchange, is a fully electronic exchange dedicated to the development of the Canadian derivative markets.
The market for exchange-traded derivatives is one of the strongest segments of the broader financial risk management industry worldwide. MX offers individual and institutional investors, both in Canada and abroad, a wide range of risk management products for protecting their investments and ensuring growth.
THE POWER OF THREE
Triasima Portfolio Management is a Canadian investment management firm. It is wholly owned by its employees and directors, and is completely independent from any other company or organization. Triasima serves a select group of about 200 institutional, sub-advisory, and individual clients. The firm is known for its unique Three-Pillar Approach™, which combines fundamental, quantitative, and trend analyses in a rigorous, yet innovative, investment process that remains consistent under all market conditions.
In finance, talent is a key ingredient for success. The professionals who hold the CFA ® designation are without question among the most talented in the Montreal financial services industry. They are exemplary ambassadors of our financial market and contribute greatly to the international stature of the city.
When Finance Montréal, Quebec’s financial hub, was created in 2010 by the major local financial institutions with the support of the Quebec government, the leaders who joined together to form it put the promotion of Quebec talent at the heart of its objectives. The partnership between Finance Montréal and CFA Montreal was a natural alliance, and it has continued to grow and flourish ever since. With its 24 Governor Members, 13 Associate Members and almost 100 volunteer professionals, many of whom hold the CFA ® designation, Finance Montréal fosters cooperation among a vast range of financial sector players to oversee the industry’s common interests and raise awareness of the financial specializations found in Montreal.
Finance Montréal and CFA Montreal are part of the same extended family. Together, we will continue to strengthen the financial services industry in Montreal and across Quebec by generating growth in high-value-added activities that are strategic to the sector’s development. To learn more about Finance Montréal, please visit www.finance-montreal.com.