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, alternatives and custom solutions.

SAS is a global software company that provides advanced analytics, AI and data management solutions to organizations across industries.

Fundata Canada Inc. is a leading provider of investment fund data, analytics, and technology solutions for the Canadian financial services industry. Founded in 1987 and based in Toronto, the company has grown from delivering mutual fund pricing to becoming a comprehensive provider of financial data and insights to asset managers, advisors, and institutions across North America. At the core of Fundata’s offering is a robust database covering tens of thousands of investment funds and securities. The firm aggregates, validates, and enhances this data to deliver accurate, timely, and actionable insights that support investment decisions, regulatory compliance, and fund marketing strategies. Fundata provides a broad suite of solutions, including data feeds, performance and risk analytics, regulatory document services, and customized web applications. Its proprietary FundGrade ratings offer objective, risk-adjusted performance evaluations to help identify high-quality funds. With a strong focus on data quality, flexibility, and client service, Fundata supports tens of thousands of advisors and reaches millions of investors, making it a trusted partner for reliable financial data and analytics.

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, 2026, CIBC Mellon had more than C$3.4 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.

Global Perspective. Local Knowledge. In today’s rapidly evolving financial landscape, organizations are under constant pressure to adapt to regulatory changes, boost operational efficiency, and deliver exceptional client experiences. At IFDS, we meet these challenges head-on. Our cutting-edge investor recordkeeping and business processing solutions empower financial institutions to streamline operations, reduce costs, and enhance service delivery. With nearly five decades of experience, IFDS partners with asset managers, banks, insurers, and other financial services firms to solve complex challenges – from data management and compliance to scalability and digital transformation. Our solutions are designed to build trust and deliver value at every stage of the client journey.