Retirement Services Program - CUMIS Investment Funds

Our Strategic Partners That Work For You

For more than 30 years, Barclays Global Investors has been quietly transforming the investment world. From their introduction of the world's first index fund in 1971, to iUnits, BGI’s exchange traded funds, they've pioneered change and lead investment innovation. Today, from their headquarters in San Francisco and offices worldwide, BGI manages more than $1.5 trillion in assets for institutional and individual investors across the globe.

The CUMIS Life Retirement Security Fund (RSF) is managed by the Investment Division of the CUMIS Group of Companies located at the Company's head office in Burlington, Ontario. The Investment Division has approximately $1.0 billion of insurance company and pension plan assets under management and has been managing credit union pension plan assets for over 30 years.

Ethical Funds is Canada's most comprehensive family of socially responsible mutual funds. With approximately $1.8 billion in assets under management, Ethical provides professional money management while investing in a way that reflects the commonly held values of their investors.

Known for its consistent and disciplined investment management approach and long-term track record, Franklin Templeton Investments provides advisory services to global and domestic retail, institutional, and high net worth clients under the Franklin, Templeton, Bissett, and Mutual Series brands. The Canadian operation manages $36 billion in assets.

Mawer, headquartered in Calgary, Alberta, was founded in 1974. Mawer manages investment portfolios for individuals, institutions and a family of eight no-load mutual funds through segregated and pooled approaches. Total assets under management are approximately $2.4 billion.

McLean Budden is one of Canada's leading investment managers for retirement plans, with 70% of their $36 billion of their $31 billion in assets under management invested on behalf of corporate and public pension funds. Since 1947, McLean Budden has attracted and retained clients by paying careful attention to individual client requirements while providing superior investment performance.

Phillips, Hager & North is one of Canada's oldest independent investment management firms, and has grown to be one of its largest. Currently their assets under management total over $50 billion. Stability and continuity have long been hallmarks of their investment process and corporate culture.

A leader in global investment strategy, Russell advises clients on more than $3 trillion in assets and delivers investment programs to more than 2,000 clients in 39 countries. Russell manages more than $157 billion in assets in a variety of multi-manager funds, including mutual funds, retirement plans, commingled institutional funds, and private accounts. 

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