PMAC - Portfolio Management Association of Canada

www.pmac.org

Established in 1952, Portfolio Management Association of Canada (PMAC) is a forum for Investment Management Firms to share best practices and industry knowledge. PMAC was formerly known as the Investment Counsel Association of Canada (ICAC). The new name Portfolio Management Association of Canada was launched in 2010 to reflect growth, national membership and diversity of its membership managing private client, pension, foundations and other institutional client portfolios. Over the years, the Association has evolved to be an active voice in Ottawa and with provincial securities commissions on issues that impact investors and their investment managers. PMAC members manage investment portfolios for private individuals, foundations, universities and pension plans. PMAC currently represents over 280 investment management firms that manage total assets in excess of $2.7 trillion on behalf of millions of high net worth and institutional investors. What we do: PMAC’s mission is to advocate the highest standards of unbiased portfolio management in the interest of investors served by members. Objectives: • To advocate Members’ views to securities regulators and other government agencies • To increase public awareness of independent portfolio management and its benefits • To provide valuable business services to Members • To provide a forum for Member networking Activities: PMAC pursues its mission and objectives through various activities including: • Annual Conference & regular seminars • Networking events with peers • Surveys on operational, compliance and best practice issues • Government submissions • Sharing member developed/legally vetted templates, policies & standards • Offering quality insurance coverage to the benefit of member firms, their employees and clients

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Established in 1952, Portfolio Management Association of Canada (PMAC) is a forum for Investment Management Firms to share best practices and industry knowledge. PMAC was formerly known as the Investment Counsel Association of Canada (ICAC). The new name Portfolio Management Association of Canada was launched in 2010 to reflect growth, national membership and diversity of its membership managing private client, pension, foundations and other institutional client portfolios. Over the years, the Association has evolved to be an active voice in Ottawa and with provincial securities commissions on issues that impact investors and their investment managers. PMAC members manage investment portfolios for private individuals, foundations, universities and pension plans. PMAC currently represents over 280 investment management firms that manage total assets in excess of $2.7 trillion on behalf of millions of high net worth and institutional investors. What we do: PMAC’s mission is to advocate the highest standards of unbiased portfolio management in the interest of investors served by members. Objectives: • To advocate Members’ views to securities regulators and other government agencies • To increase public awareness of independent portfolio management and its benefits • To provide valuable business services to Members • To provide a forum for Member networking Activities: PMAC pursues its mission and objectives through various activities including: • Annual Conference & regular seminars • Networking events with peers • Surveys on operational, compliance and best practice issues • Government submissions • Sharing member developed/legally vetted templates, policies & standards • Offering quality insurance coverage to the benefit of member firms, their employees and clients

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Country

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City (Headquarters)

Toronto

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Employees

1-10

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Founded

1952

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Estimated Revenue

$1 to $1,000,000

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Social

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Potential Decision Makers

  • President

    Email ****** @****.com
    Phone (***) ****-****
  • Member Board of Directors

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    Phone (***) ****-****
  • Technology Co - Chair for the Operation Head’S Network

    Email ****** @****.com
    Phone (***) ****-****
  • Events and Member Services Manager

    Email ****** @****.com
    Phone (***) ****-****

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