Van Eck Associates Corp. manages investments in hard assets, emerging markets, precious metals (including gold) and other specialized asset classes. The firm's mutual funds are designed to offer innovative diversification across asset classes with returns that have low correlations to traditional US equity and fixed-income investments. Van Eck also offers ETFs, separate accounts and alternative investments. The firm employs a top-down approach to identify attractive potential markets and sectors and then conducts bottom-up analysis of individual stocks. Their portfolios are benchmarked against indices based on the portfolio's investment types and geographic focus and client preferences.

CI Investments (CI) offers an array of mutual funds, including over 90 core funds. These funds include an array of portfolio managers who cover the full spectrum of investment styles and strategies focusing on various regions, asset classes and industries. CI also offers CI Corporate Class and T-Class. The T-Class seeks to provide predictable tax-deferred cash flows without sacrificing choice of investments. These funds include income, balanced, equity or managed solutions. The CI Corporate Class is suitable for clients investing outside of a registered plan and is designed to reduce tax liability. It also allows clients to draw tax-efficient cash flow from their investments through T-Class funds.CI’s G5 20 Series funds are guaranteed to distribute annual cash flow amounting to 5% of the guaranteed asset value of the investment for 20 years while maintaining equity exposure for growth potential. The G5 20 Series combines underlying funds managed by CI's portfolio managers with a risk management overlay to provide guaranteed cash flow for retirement.CI's segregated funds combine the advantages of mutual funds with the security of insurance. The policies for CI's segregated funds are issued by two insurance companies: Sun Life Assurance Co. of Canada and ivari. The funds cover all asset classes and investment styles and may be managed internally or by third party managers. CI offers managed account investment solutions based on strategic asset allocation. The Portfolio Series is designed to meet a variety of investor profiles, from income to maximum growth. Portfolios invest in a mix of CI mutual funds and are diversified by asset class, region and sector. CI's Portfolio Select Series offers a selection of model portfolios based on strategic asset allocation and are customized to meet each client's objectives. The Portfolio Select Series also uses the CI Corporate Class platform, allowing for true tax efficiency.In addition, CI offers access to alternative investments including deposit notes, labor-sponsored funds, hedge funds, closed-end funds and limited partnerships. These investments may have a negative correlation to traditional investments and are useful in providing additional diversification and risk management.

Fidelity (Canada) Asset Management ULC's investment approach is based the belief that in-depth fundamental analysis of companies can identify securities that may outperform the market. The firm's global research resources include seasoned, sector-focused fundamental analysts covering industry sectors across Canadian, US and global markets, as well as quantitative and technical portfolio managers and analysts. FIAM Canada offers a wide variety of investment solutions including: Canadian, US and International/Global equity strategies; Diversified, Active/Single Sector, and Custom (Liability-Driven and Tactical Bond) fixed-income strategies; and Multi-Asset Class Asset Allocation Products including Strategic Balanced, Tactical Asset Allocation and Balanced Trust Services.