Fidelity Canada Institutional serves a diversified client base across all major asset classes, focusing on corporate and public defined benefit and defined contribution pension plans, endowments and foundations, insurance companies, MEPPS and financial institutions. Built on over 50 years of serving the needs of institutional investors worldwide, we offer active and risk-controlled disciplines including; Canadian, U.S., international and global equity, fixed-income, asset allocation, real estate and custom solutions.

With over two decades of rich experience, LTIMindtree Canada with its flagship product – Unitrax® – a SaaS-based transfer agency record-keeping suite, the leading wealth and asset management platform in Canada, with Assets Under Administration in excess of CAD $1Tril+, enabling Wealth manufacturers and Insurance providers to address their record-keeping needs across the product spectrum such as Insurance Wealth products, Mutual Funds, GICs, Hedge Funds, Alternative Investments, and Institutional Funds – all under one platform. LTIMindtree Canada has a deep understanding of disruptive technologies, and partners with top Canadian financial services firms to accelerate digital journeys of its clients through end-to-end consulting and implementation solutions, Smart Automation and Advanced Data Analytics, Cloud Infra & Security, Assurance Services and Business Process Management.

SAS is the world’s leader in AI and analytics. But what does that mean? It means we can rapidly turn huge amounts of complex data into insights you can use. With SAS, you can apply the most advanced analytics, business intelligence, data management and AI solutions to your toughest business problems. And for five decades, our customers have trusted us to do just that. We’re recognized for our industry-leading technology, social innovation and sustainability initiatives, and pioneering workplace culture. SAS helps insurers stay ahead of change, innovate faster and respond to risks Insurance solutions from SAS help you effectively reduce costs, manage actuarial and financial risks, personalize customer experiences, combat fraud, and proactively maintain regulatory compliance. Our scalable, cloud-native enterprise analytics platform accelerates your digital initiatives and delivers swift, tangible outcomes.

Fundata Canada Inc. is a Toronto-based company specializing in comprehensive investment fund data and analytics. Established in 1987, Fundata is recognized as a leading source for accurate, timely information on Canadian investment products, including mutual funds, ETFs, and alternative investments. The company provides data feeds, performance analytics, regulatory compliance tools, and web-based solutions to financial institutions, advisors, and investors across North America. Fundata’s extensive database supports decision-making for over 80,000 financial professionals and millions of investors, offering insights into fund performance, risk metrics, and industry trends. Known for its data quality and reliability, Fundata also administers the respected FundGrade rating system, which evaluates and ranks Canadian investment funds. By delivering robust, customizable data solutions and maintaining high standards of accuracy and service, Fundata Canada has become a trusted partner for asset managers, financial advisors, and industry stakeholders seeking to navigate the complex investment landscape.

CIBC Mellon is a Canadian company exclusively focused on the investment servicing needs of Canadian institutional investors and international institutional investors into Canada. As at March 31, 2025, CIBC Mellon had more than C$3.1 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.

In today’s rapidly evolving financial landscape, organizations face pressure to adapt to regulatory changes, enhance operational efficiency, and deliver exceptional client experiences. At IFDS, we recognize and address these challenges head-on, providing cutting-edge investor record keeping and business processing solutions that empower financial institutions to thrive. With nearly five decades of experience, IFDS partners with asset managers, banks, credit unions, insurance companies, and other financial services firms, addressing complex issues like data management, compliance, and scalability. Our solutions are carefully designed to streamline operations, reduce costs, and enhance the experience for our clients’ distributors and investors - building trust every step of the way. Global Perspective. Local Expertise. Headquartered in Toronto, and backed by a dedicated team of professionals, with operational hubs across Canada, Europe, and Asia-Pacific, IFDS supports over 240 financial organizations worldwide managing more than 19 million accounts with assets under administration exceeding CAD$5 trillion. As a 50/50 joint venture between State Street Corporation and SS&C Technologies, we combine unparalleled depth of expertise with industry-leading technology to deliver exceptional service to our clients.