LAZARD ASSET MANAGEMENT CANADA INC

RIASEC RegisteredEst. 1995

Total AUM

$2.3B

Discretionary

$2.3B

100% of AUM

Avg account

$190M

Accounts

Advisory reps

Firm details

Headquarters: New York, New York
CRD number: 106340
Registered since: October 23, 1995
Website: www.lazardassetmanagement.com
Custodians: RBC INVESTOR & TREASURY SERVICES (FORMERLY RBC DEXIA), STATE STREET BANK AND TRUST COMPANY, THE BANK OF NEW YORK MELLON
Fee structure: Percentage of AUM, Performance Based Fees
Client types: Pooled Investment Vehicles43.29%
Corporations / Businesses42.68%
State / Municipal Government13.92%
Charitable Organizations0.1%
Services: Portfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Lazard Asset Management Canada Inc. operates as an institutional-focused investment manager that combines liquid equity strategies with allocated exposure to private markets and credit. The firm serves a small number of large institutional clients and acts as portfolio manager for pooled investment vehicles and for businesses or institutions. Its mandate mix favors equities — particularly exchange-traded instruments — while integrating ESG factors into investment decisions. Lazard Asset Management Canada Inc. also performs commodity pool or commodity trading adviser activities, and its fee structure includes both percentage-of-AUM and performance-based elements, reflecting use of both traditional mandates and strategies that can justify incentive fees.