CIBC Mellon is a Canadian company exclusively focused on the investment servicing needs of Canadian institutional investors and international institutional investors into Canada. Founded in 1996, CIBC Mellon is 50-50 jointly owned by The Bank of New York Mellon (BNY Mellon) and Canadian Imperial Bank of Commerce (CIBC). CIBC Mellon's investment servicing solutions for institutions and corporations are provided in close collaboration with our parent companies, and include custody, multicurrency accounting, fund administration, recordkeeping, pension services, exchange-traded fund services, securities lending services, foreign exchange processing and settlement, and treasury services. As at June 30, 2018, CIBC Mellon had more than C$2 trillion of assets under administration on behalf of banks, pension funds, investment funds, corporations, governments, insurance companies, foreign insurance trusts, foundations and global financial institutions whose clients invest in Canada. CIBC Mellon is part of the BNY Mellon network, which as at June 30, 2018 had US$33.6 trillion in assets under custody and/or administration. CIBC Mellon is a licensed user of the CIBC trade-mark and certain BNY Mellon trade-marks, is the corporate brand of CIBC Mellon Global Securities Services Company and CIBC Mellon Trust Company, and may be used as a generic term to refer to either or both companies. For more information – including CIBC Mellon's latest knowledge leadership on issues relevant to institutional investors active in Canada – visit www.cibcmellon.com or follow us on Twitter @CIBCMellon.
Great-West Life is an established leader in the Canadian group benefits and group retirement services marketplaces. We serve the needs of more than 30,000 group benefit plan sponsors and their plan members, and handle approximately 50 million group health and dental claims transactions for members and their dependants each year. Additionally, we administer over 17,500 group capital accumulation plans and over 1.3 million plan member accounts.
Helping clients achieve physical, mental and financial health is an important part of what Great-West Life does. We’re committed to helping equip clients and the public with tools and information that can help them to lead healthier and more financially secure lives.
TD Asset Management (TDAM) offers investment solutions to corporations, pension funds, endowments, foundations and high net worth individuals, and we manage retail mutual fund assets on behalf of almost 2 million investors. With offices in Toronto, Montreal and New York, TDAM together with our affiliate, Epoch Investment Partners, Inc. oversees more than $353.6 billion of investments for our clients and is the largest manager of pension fund assets in Canada.
TDAM has been in business for more than three decades, and over that time the investment landscape, investor needs and our range of offerings have all evolved. What has remained consistent is our focus on quality, our comprehensive risk management discipline and our commitment to applying the new thinking necessary to address our clients’ challenges.
We offer solutions to help meet a wide range of client needs and have a long track record of helping our clients meet their investment goals. Our broad selection of strategies and solutions includes fundamental, quantitative and passive portfolio management, as well as customizable services such as currency overlay and hedging, bond overlay, cash equitization, asset mix rebalancing and liability driven investment solutions.
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