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Portfolio Management Association of Canada

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Portfolio Management Association of Canada

Mission statement:

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

Overview:

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 160 investment management firms that manage total assets in excess of $750 billion on behalf of millions of high net worth and institutional investors.

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