For the past twenty years EquiSoft has specialized in the design and development of software solutions for the wealth management and insurance industries. In addition to industry-leading solutions such as WealthElements™ and PortfolioElements™, EquiSoft offers custom development services to meet their clients’ specific business needs.
Since 1993, Fundserv has connected the investment management industry, delivering solutions that reduce time, cost and risk, as well as fostering discussions that shape the way the industry operates. Fundserv’s goal is to provide reliability, innovation and thought leadership, improving the ease of doing business by ensuring every trade is processed timely, accurately and securely, so that its clients can focus on what matters most to their business.
The NEO Exchange is redefining the role of a national stock exchange in Canada using a bold new blueprint that puts investors, businesses looking to raise capital, and dealers first, that gives Canadians an exchange they can believe in, and the industry an exchange they can be proud of.
IFIC members represent all facets of the investment funds industry – fund managers, distributors and the many professional and back office firms that support the sector.
Our principle role is to advocate on behalf of the industry and its investors – ensuring their voices are heard by regulators and public policy makers considering the framework of rules that govern investment funds.
Canadian ETF Association (CETFA) has a very simple mandate: to work to educate the advisor community and other industry stakeholders on the benefits and uses of ETFs, provide industry statistics and commentary on ETF related issues to the Canadian financial media and advance industry issues with regulators, government agencies and interested third parties.
As of March 31st, CETFA currently has 39 members: 6 ETF Providers, 23 Affiliates and 10 Portfolio Managers, with new members joining in April. The ETF Providers make up 95% of the assets under management in the Canadian industry.
We welcome investors to our website (www.cetfa.ca) where they can access a number of tools and resources to learn more about ETF investing. This includes a portal to our Webcasts – on a variety of subjects – there are two posted, but there will be one launched on the second Wednesday of every month throughout the year….
AIMA was established in 1990 as a direct result of the growing importance of alternative investments in global investment management. AIMA is a not-for-profit international educational and research body that represents practitioners in hedge fund, futures fund and currency fund management – whether managing money or providing a service such as prime brokerage, administration, legal or accounting. AIMA’s global membership comprises over 1,350 corporate members, throughout 47 countries, including many leading investment managers, professional advisers and institutional investors.
Since 2002, the Private Capital Markets Association of Canada (PCMA) has brought together exempt market dealers, product issuers, and professional advisers to the private capital markets. The PCMA is the leading national industry voice for the private capital markets to securities regulators, government agencies and the capital markets.
The PCMA provides valuable services and benefits to its members, including: regulatory and compliance resources, opportunities for professional development and industry education, exclusive insurance programs, and access to a network of private capital markets professionals from coast to coast. For more information visit www.pcmacanada.com.
The Federation of Mutual Fund Dealers (the “Federation”) is an association of Canadian mutual fund dealers and industry participants who, since 1996, has been working for its Members to strengthen and sustain the industry. The Federation is the only voice of mutual fund dealers in Canada.
Our mandate is to ensure that the interests and view of mutual fund dealers are clearly represented in our industry, with a sharper focus on viability/sustainability issues.
Our Members say the Federation is relevant…on the ground level to influence change…value in numbers when t comes to lobbying…is respected by regulators and policy makers alike…100% focused on dealer issues.
The Federation of Mutual Fund Dealers welcomes your membership and support. Together we will make a positive different in our industry!
Contact Sandra Kegie, Executive Director for more information 416-621-8857 [email protected]
Savvy Investor www.savvyinvestor.net is the world’s leading platform for the distribution and promotion of white papers to institutional investors. Having launched in 2015, we already have over 16,000 registered members – mainly asset owners, asset managers and investment consultants – and we’re growing fast. Every month, over 12,000 white papers are downloaded from our site – more than any other platform. The site has a dedicated section for Savvy Investor Canadian Pension Funds.
The high engagement levels derive from a tailored experience; upon registration, each member specifies the topics that they are interested in. These topic preferences are then used to personalize the member’s home page and weekly newsletter with relevant white papers and investment conferences.
Savvy Investor partners with selected investment firms to help them meet their business development objectives; enhancing their brand awareness, raising their thought leadership profile, and ultimately helping them to generate sales.
To learn more about our Partnership Packages, contact [email protected].