Greystone Managed Investments
Greystone Managed Investments is a privately held Canadian investment management firm founded in 1988 and headquartered in Regina, managing over $30 billion in assets for institutional clients through a multi-asset class platform.
- Company typePrivate
- Founded1988
- HeadquartersRegina, Canada
- Headcount101–250
- GTM typeB2B
- OfferingServices
What Greystone Managed Investments does
Greystone Managed Investments is a Canadian private investment management firm headquartered in Regina, Saskatchewan, founded in 1988. The firm manages over $30 billion in assets and employs between 101 and 250 people, placing it in the mid-tier of Canadian institutional asset managers by AUM scale.
The firm's offering is centered on investment management services for institutional clients. Its technology and platform are described as a multi-asset class investment management platform, spanning expertise across asset classes. The firm operates a direct institutional sales go-to-market model, with revenue derived from recurring asset management fees on managed portfolios. No pricing is publicly disclosed. The firm is privately held, with no parent company identified in the available data, and no funding rounds, M&A activity, or leadership changes documented.
A significant data caveat applies: the bulk of the structured source material provided explicitly pertains to TD Global Investment Solutions and TD Asset Management — the $408 billion AUM institutional asset management arm of The Toronto-Dominion Bank — rather than to Greystone Managed Investments. As a result, several data fields (customer segments, partnership/affiliate structure with TD Bank and Epoch Investment Partners, Toronto headquarters references) describe the TDGIS entity and should not be attributed to Greystone. The firmographic-level facts (Regina headquarters, $30B+ AUM, 1988 founding, 101-250 employees) are the only confirmed Greystone-specific data points.
Greystone Managed Investments firmographics
Firmographics- Name
- Greystone Managed Investments
- Legal name
- Greystone Managed Investments (Legal name not confirmed in source data; source data pertains to TDGIS/TDAM entities)
- Website
- https://greystone.ca
- Company type
- Private
- Founded year
- 1988
- Operating status
- Operating
- Headcount range
- 101–250 employees
- Short description
- Greystone Managed Investments is a privately held Canadian investment management firm founded in 1988 and headquartered in Regina, managing over $30 billion in assets for institutional clients through a multi-asset class platform.
- Ownership category
- akta.pro rank
Greystone Managed Investments industry classification
Industry- Product category
- Institutional Asset Management
- NAICS
- Portfolio Management and Investment Advice (52394), Portfolio Management and Investment Advice (523940)
- SIC
- Investment Advice (6282)
- akta.pro primary industry
- Advisory Portfolio Management (Non-Discretionary) (FSAAABAD)
Keywords
Where Greystone Managed Investments is headquartered
LocationHeadquarters
- HQ city
- Regina
- HQ country
- Canada
- HQ region
- North America
Offices1 record
Markets served
Greystone Managed Investments business model
Business model- GTM type
- B2B
- Offering type
- Services
- Cost components
- Personnel, Operations, Technology or R&D, Marketing or Sales
Revenue model
- Institutional Asset Management: Asset management fees from managing institutional client portfolios including corporate pension plans, endowments, foundations, and insurance company assets
Go-to-market motion1 record
Distribution channels2 records
Marketing channels4 records
Greystone Managed Investments product offering
Product offeringCore offering
Greystone Managed Investments is a Canadian investment management firm managing over $30 billion in assets for institutional clients. Founded in 1988 and headquartered in Regina, Saskatchewan, the firm employs 101-250 professionals to deliver investment management services across its institutional client base.
Differentiator
Problem solved
Functional benefit
Companies that use Greystone Managed Investments
Customer profileNamed customers6 records
Segments4 records
Ideal customer profiles1 record
Greystone Managed Investments technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Feature2 records
Greystone Managed Investments partnerships and signals
Strategic signalPartnerships
Two partnerships are on record, tiered core.
- TD Asset Management Inc.coreTD Asset Management Inc. is the entity through which TD Global Investment Solutions provides investment services in Canada. It is a wholly-owned subsidiary of The Toronto-Dominion Bank.
- Epoch Investment Partners, Inc.coreEpoch Investment Partners is a sub-adviser that operates in the United States. It is an affiliate and wholly-owned subsidiary of The Toronto-Dominion Bank, working with TD Asset Management to provide investment solutions.
Scale indicators3 records
Recent moves1 record
Expansion highlights2 records
Greystone Managed Investments competitors and assessment
Company assessmentDirect peers
- CI Global Asset Management: Canadian institutional and retail asset manager with broad multi-asset capabilities across equities, fixed income, and alternatives. Highly comparable to Greystone on geography, institutional client mix, and platform breadth.
- Mawer Investment Management: Calgary-based Canadian institutional asset manager serving pensions, endowments, foundations, and wealthy individuals. Directly comparable mid-sized Canadian boutique with multi-asset and global equity capabilities.
- Leith Wheeler Investment Counsel: Vancouver-based Canadian institutional investment manager serving pension plans, foundations, endowments, and private clients. Closely mirrors Greystone's institutional focus and mid-tier Canadian positioning.
Broad incumbents
- BMO Global Asset Management: One of Canada's largest institutional asset managers (Big Five bank-owned), offering broad multi-asset and alternatives capabilities to institutional clients. Competes head-to-head with Greystone on Canadian pension and corporate mandates at significantly greater scale.
- RBC Global Asset Management: Largest Canadian institutional asset manager (Big Five bank-owned), encompassing Phillips, Hager & North and BlueBay. Direct overlap with Greystone across Canadian pension, endowment, and institutional client mandates.
- Manulife Investment Management: Global institutional asset manager (Big Five Canadian-owned) with extensive multi-asset, alternatives, and insurance-general-account capabilities. Competes for the same insurance, pension, and institutional flows Greystone targets.
- Brookfield Asset Management: Toronto-based global alternative asset manager with deep institutional pension and insurance relationships. Comparable to Greystone in the Canadian institutional channel but materially larger and alternatives-focused.
- BlackRock: World's largest asset manager offering institutional multi-asset, fixed income, equities, and alternatives. Competes with Greystone on Canadian and US pension and endowment mandates, particularly in passive and ETF-led mandates.
- Vanguard: Global low-cost asset manager with deep institutional penetration in pension and endowment markets. Represents the fee-compression competitive pressure most relevant to Greystone's institutional book.
- State Street Global Advisors: Major global institutional asset manager (and ETF sponsor) with strong pension and endowment relationships. Comparable to Greystone in institutional client mix and multi-asset delivery model.
Market position
Strengths4 records
Weaknesses4 records
Competitive moat4 records
Key risks5 records
Key highlights5 records
Customer concentration
Greystone Managed Investments social profiles
Digital presenceGreystone Managed Investments financial estimates
Financial estimateRevenue estimate
Valuation estimate
Greystone Managed Investments leadership team
Management profileNumber of profiles
Greystone Managed Investments funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Greystone Managed Investments M&A and investment
M&A and investmentM&A
Investments3 records
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about Greystone Managed Investments
What does Greystone Managed Investments do?
Greystone Managed Investments is a Canadian investment management firm managing over $30 billion in assets for institutional clients. Founded in 1988 and headquartered in Regina, Saskatchewan, the firm employs 101-250 professionals to deliver investment management services across its institutional client base.
Is Greystone Managed Investments a public or private company?
Greystone Managed Investments is a private company. It is classified as unknown and is currently operating.
When was Greystone Managed Investments founded?
Greystone Managed Investments was founded in 1988. It employs 101 to 250 people.
Where is Greystone Managed Investments based?
Greystone Managed Investments is headquartered in Regina, Canada, in the North America region.
How does Greystone Managed Investments make money?
One revenue line is on record: institutional Asset Management.
Who are Greystone Managed Investments's main competitors?
Direct peers on record are CI Global Asset Management, Mawer Investment Management and Leith Wheeler Investment Counsel. Broad incumbents are BMO Global Asset Management, RBC Global Asset Management, Manulife Investment Management, Brookfield Asset Management, BlackRock, Vanguard and State Street Global Advisors.
Does Greystone Managed Investments have an API?
No public API is recorded for Greystone Managed Investments.
What industry is Greystone Managed Investments in?
Greystone Managed Investments's product category is Institutional Asset Management. Its primary akta.pro industry code is FSAAABAD, Advisory Portfolio Management (Non-Discretionary). Its NAICS code is 52394 and its SIC code is 6282.