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University of Toronto Asset Management Corporation (UTAM)

Address

777 Bay Street
Suite 2502
Toronto, Ontario M5G 2C8
(416) 306 - 8730
lisa.becker@utam.utoronto.ca
www.utam.utoronto.ca

Principal Contacts

Lisa Becker
Chief Operating Officer, Chief Compliance Officer
Tel: (416) 306 - 8750
lisa.becker@utam.utoronto.ca

Client Minimums

Has no minimum for private clients.

Has no minimum for institutional clients.

Types of Accounts Managed

  • Institutional Investor - Pension Plan
  • Institutional Investor - Non-Profit
  • Institutional Investor - Other

Provinces of Business

  • Ontario*

* indicates a physical location in this province

ABOUT US

University of Toronto Asset Management Corporation (UTAM) is a corporation without share capital incorporated on April 25, 2000 by the Governing Council of the University of Toronto under the Corporations Act (Ontario) in Canada. UTAM is a non-profit organization under the Income Tax Act (Canada). UTAM is registered with the Ontario Securities Commission as a Portfolio Manager.

UTAM was established by the University of Toronto to engage in professional investment management activities in order to manage the investment assets of the University of Toronto, which currently comprise its Pension Plan, Endowment Fund, and Expendable Fund (EFIP), through a formal delegation of authority and investment management agreement between UTAM and the University of Toronto.