Canadian Equity

This mandate was established in 1987. The portfolio manager seeks to invest primarily in medium to large-cap Canadian stocks with above-average growth potential. The portfolio manager uses a top-down, theme-oriented growth management style with emphasis on companies that exhibit accelerating revenue and earnings growth.

This mandate was established in 1983. The portfolio manager seeks to invest in Canadian common stocks such that the portfolio closely replicates the composition of the S&P/TSX composite index. The objective of this mandate is to match the rate of return of the S&P/TSX index within plus or minus 0.25 per cent over moving four-year time periods.

North American Mid Cap

Established in 1997, this North American mid-cap mandate's objective is to provide above-average, long-term capital appreciation. The portfolio manager invests primarily in companies that are in the middle capitalization range of the Canadian and U.S. equity markets. The portfolio manager also has the ability to invest in smaller capitalization Canadian and U.S. companies.

This mandate was established in 2000. The portfolio manager seeks to invest primarily in publicly traded Canadian and U.S. companies, and to a lesser extent international companies, with strong growth prospects in science and technology related sectors including health and life sciences, bio technology, telecommunications and computer and e-commerce related industries.

This mandate was established in 1983. The portfolio manager seeks to invest primarily in medium to large-cap U.S. stocks with above-average growth potential. The portfolio manager applies a top-down, theme-oriented growth management style with emphasis on companies that exhibit accelerating revenue and earnings growth.

This mandate was established in 1994 and is advised by JPMorgan Asset Management. The portfolio manager invests primarily in large-capitalization stocks in developed markets located outside of North America. The portfolio manager applies an investment process that focuses on rigorous fundamental stock analysis driven by bottom-up stock selection, and applies an overall core management style with a slight growth bias.

This mandate was established in 1976. The portfolio manager invests primarily in Canadian federal and provincial bonds and high-quality investment-grade corporate debt securities. The goal is to take advantage of anticipated interest rate changes, shifts in the yield curve and changes in interest rate spreads between government and corporate sectors.

Corporate Bond

Established in 2001, the mandate's objective is to provide a relatively high level of coupon interest income consistent with reasonable safety of capital. The portfolio manager invests primarily in investment-grade Canadian corporate bonds, generally bonds that are rated BBB or higher, including a wide range of both industrial sectors and credit quality. The portfolio manager's primary focus is on coupon interest income and secondary focus is interest rate anticipation.

This mandate was established in 1980 with the objective to provide short-term capital preservation and interest income. The portfolio manager invests in a range of money market securities including federal and provincial treasury bills, commercial paper and bankers' acceptances. The portfolio's objective is to contain 100 per cent short-term investments and cash. The term of the portfolio is typically under 180 days.

This mandate was established in 1985 and its objective is to provide an opportunity for investment in all major asset classes through one pooled mandate. The portfolio manager seeks to invest in Canadian, U.S. and international equities, bonds, mortgages, real estate and short-term investments. The long-term target asset mix for the portfolio is 50 per cent equities, 40 per cent fixed income securities and 10 per cent real estate. Each underlying portfolio is actively managed and the focus is on equities with attractive growth prospects. GWLIM's Strategic Investment Committee makes asset mix shifts to take advantage of broad market themes using fundamental and technical analysis.

This mandate was established in 1994. The portfolio manager seeks to invest in a broadly diversified portfolio of government bonds supplemented by modest exposure to Canadian stocks, with the objective of the portfolio earning both interest and dividend income. The portfolio manager seeks to invest only in government debt obligations rated A or higher. The portfolio manager aims to limit the stock investments to 20 per cent of the mandate.