Greystone was founded in 1988. Headquartered in Regina, with additional offices in Toronto and Winnipeg, we are a privately owned firm, controlled by our employees.
We serve institutional clients across Canada and, through third-party distribution arrangements, private wealth clients. We offer a full range of investment services, with in-house teams covering fixed income, Canadian equities, US equities, international equities real estate and mortgages.
Our expertise is available through both segregated and pooled fund accounts.
Clients have responded to our investment philosophy and service orientation by making us the seventh largest, pension-asset manager in Canada (Benefits Canada, May 2010, based on December 2009 pension assets).
Our $31.9 billion of assets under management at June 30, 2009 includes:
- Large pension funds and small business
- Charities and corporations
- Trusts, insurance companies and workers' compensation programs
- Private foundations
- Universities, trade unions and religious orders
Summary of our business
| Asset classes | % | Client type | % assets | |
| Cash & equivalents | 2.2% | Pension | 66.8% | |
| Fixed income | 25.5% | Insurance | 11.7% | |
| Mortgages | 2.6% | Institutional | 14.8% | |
| Canadian equities | 38.1% | Foundation & trust | 6.7% | |
| Canadian Income & Growth | 3.7% | Private wealth | 0.1% | |
| Canadian small cap | 0.8% | Total | 100.0% | |
| U.S. equities | 3.9% |
| ||
| Non-North American equities | 5.3% | |||
| Real estate | 14.3% | |||
| Other | 3.3% | |||
| Total | 100.0% |
Our growth in assets under management over the last seven years ($ millions)
December 31, | |||||||
| 2003 | 2004 | 2005 | 2006 | 2007 | 2008 | 2009 | June 30, 2010 |
$18,522 | $21,920 | $25,472 | $28,956 | $31,973 | $27,398 | $32,206 | $31,881 |