As the leading voice for portfolio managers, we support our members by providing the expertise and connections they need to thrive, while advocating on their behalf for proportionate regulation.
As the leading voice for portfolio managers, we support our members by providing the expertise and connections they need to thrive, while advocating on their behalf for proportionate regulation.
When it comes to compliance, size doesn’t matter. Regulators expect all portfolio managers to maintain a high standard. We help you streamline your compliance process to meet industry requirements – saving you time and lowering your costs.
Essential expertise
Consult our in-house, bilingual legal counsel on your compliance and disclosure questions, saving hours with outside counsel
Critical connections
Save time and stress by learning how other experienced portfolio managers are dealing with common challenges
Influential views
Amplify your voice by aligning with a coordinated platform tailored to your business and concerns.
Blueprint for success
Up-to-date policies and guidelines are essential. Save time with our customizable templates and sample policies
Stay in the know
Regulations are always evolving – we keep you informed on the changing environment, so you can be more proactive and work at your own pace
Member discounts
Lower your administrative costs and improve retention by taking advantage of our group insurance program for professional liability coverage and group benefits
Our
Standard
As a condition of membership, we require all members to endorse or substantially comply with the CFA Institute Asset Manager Code of Professional Conduct, which outlines the ethical and professional responsibilities of firms that manage assets on behalf of clients.
Our Structure
The composition of our board mirrors the makeup of our membership. To meet the needs of our diverse membership base, we ensure our board includes representatives from our institutional and private client-focused firms from all regions of Canada.
To meet our objectives, PMAC has established various Standing Committees and Networking Groups to assist members and represent the association in the industry.
Diversity, Equity & Inclusion (DEI) Steering Committee
This steering committee helps us advance our DEI objectives and supports the work being done across our membership to foster an inclusive environment for their clients and staff.
Chair
Industry Regulation & Tax Committee
Securities, Tax and Pension regulation are important considerations for our industry to monitor, both the impact on their firm and their clients. This committee reviews proposed securities, tax and pension regulation, and provincial and federal consultations.
Chair
Member Services Committee
We give our members the power to scale. This committee coordinates special events for our members and oversees our insurance and employee group benefits program, as well as other preferred supplier arrangements.
Chair
National Conference Committee
The National Conference Committee plans our annual national conference, our premier event that attracts project managers and affiliates from across the country.
Chair
Practices & Standards Committee
Creating policies and procedures documents consume a significant amount of our members’ time. This committee provides sample policies and best practice guidelines for a wide range of business activities.
Chair
Public Relations & Marketing Committee
The values and views shared across our membership are what make our association stand out. This committee is responsible for raising awareness of the association and about the value portfolio managers provide.
Chair
Canadian Institutional Client Services Network
This group provides opportunities for those in institutional client-facing roles to network, learn about emerging trends and share best practices, including on issues related to onboarding, retaining and terminating clients.
Chair
Compliance Officers’ Network
A forum to discuss compliance issues related to securities and other applicable regulations and to provide members with information that can help them carry out their compliance obligations.
Chair
Diversity, Equity and Inclusion (DEI) Network
A forum for the organization leaders of Diversity, Equity & Inclusion (DE&I) to discuss emerging issues and initiatives the industry is implementing to promote diversity, equity and inclusion in the workplace. With the continuous development of DE&I research, this forum is a safe, respectful learning space to provide DE&I leaders with information to help assess and develop their DE&I mandates. Discussions will include open sharing of resources, policies, procedures, learnings and practical tips ultimately supporting firms on their journey to a more equitable work environment.
Chair
Lawyers’ Network
A place where in-house counsel and affiliate member lawyers can discuss emerging issues, network with peers and support lawyers’ professional development needs.
Chair
Operation Heads’ Network
A platform where technology, human resources, finance and other operational issues can be discussed among peers to inform future guidelines, operational policies and practices.
Chair
Co-chairs
International Committee
A forum for Members to discuss regulatory developments affecting investing and/or operating outside of Canada and for information sharing on international investing, compliance, regulatory and market access issues.
Chairs
Application
Process
Once you complete your application, it will be assessed by staff and sent to the PMAC Executive Committee for review and discussion.
Membership does not – and may not be used to – imply PMAC’s endorsement of any firm, products, services or personnel.
Frequently Asked Questions
Firms that are registered and regulated as a portfolio manager (PM) or restricted portfolio manager with one or more of the provincial securities commissions are eligible to join PMAC as members with full access to PMAC member benefits and resources. As a condition of membership, firms must adopt or comply with the CFA Institute Asset Manager Code of Professional Conduct™. Firms relying on the foreign adviser exemption are also eligible for membership. Firms in the process of registering as a portfolio manager are eligible to join PMAC as conditional members, with limited access to PMAC member benefits and resources.
Yes, membership is available only to firms who meet the below criteria:
Firms in the process of registering as a portfolio manager are eligible to join PMAC as conditional members, with limited access to PMAC member benefits and resources.
Our membership fees are based on a firm’s assets under management (AUM). Email our Membership Development Consultant for a quote on membership fees.
Membership is for a 12-month period, which runs July 1 to June 30. For the first year of membership, fees are prorated to the closest month. Annual memberships renew on July 1.
Yes. We offer affiliate membership to major suppliers and/or professional advisors to the investment industry who are considered leaders in their field, such as law firms, accountants, custodians, consultants, vendors or other entities concerned with the interests of portfolio management firms who may benefit from participation with the Association and whose participation with the Association may be of benefit to PMAC members.
Affiliate members receive many, but not all PMAC member benefits. You can learn more about PMAC Affiliate Membership here.
We do not offer individual memberships. Membership with PMAC is at the firm level; any employee of a PMAC member firm may have access to PMAC benefits and resources at no additional cost to the firm. Individuals can be placed on a mailing list for our events.
Please reach out to our Member Development Consultant for more information.
