North Square Investments Named One of the “Best Places to Work in Money Management” By Pensions & Investments for Second Consecutive Year

New York, NY (Dec. 14, 2022) – For the second consecutive year, North Square Investments
(North Square) was named one of the “Best Places to Work in Money Management” by Pensions
& Investments on Monday, among firms with 20-49 employees.

Presented by Pensions & Investments, the global news source of money management, the 11th
annual survey and recognition program is dedicated to identifying and recognizing the best
employers in the money management industry.

North Square is a multi-boutique manager with a range of equity, fixed income and multi-strategy
product offerings.The firm celebrated the fourth anniversary of its founding this past July.
“As their employees attest, the companies named to this year’s Best Places to Work list
demonstrate a commitment to building and maintaining a strong workplace culture,’’ said P&I
Executive Editor Julie Tatge. “Even as firms grappled with volatile markets and stresses from
the pandemic, their employees said they felt strong support from their managers, enabling them
to do their best work.’’
“Pensions & Investments is proud to honor the Best Places to Work in Money Management for
the 11th year. A strong workplace culture that supports talent, advocates progress and drives
innovation is paramount to driving the best outcomes and these asset managers demonstrate
that. Congratulations to the 2022 honorees for fostering healthy and inclusive workplaces in the
face of a rapidly evolving and challenging market,” said Chief Operating Officer, Nikki Pirrello.
“We are honored to once again receive this award,” said North Square CEO and co-founder
Mark Goodwin. “We have strived to create an environment that leverages our exceptional group
of talented and experienced industry professionals to deliver institutional-quality, active
investment managers to our financial intermediary partners and their clients. We are fortunate
to have employees who are great at what they do and who genuinely enjoy coming to work every
day and working together. We believe teamwork and our shared sense of vision and purpose
set our firm apart.”
Pensions & Investments partnered with Best Companies Group, a research firm specializing in
identifying great places to work, to conduct a two-part survey process of employers and their
employees. The first part consisted of evaluating each nominated company’s workplace policies, practices,
philosophy, systems and demographics. This part of the process was worth approximately 25%
of the total evaluation.The second part consisted of an employee survey to measure the
employee experience.This part of the process was worth approximately 75% of the total
evaluation. The combined scores determined the top companies.
For a complete list of the 2022 Pensions & Investments’ Best Places to Work in Money
Management winners and write-ups, go to www.pionline.com/BPTW2022.

About North Square

Founded in 2018 and headquartered in Chicago, Illinois, North Square Investments is an
independent, multi-boutique investment firm dedicated to delivering differentiated active
investment strategies to the market. North Square has an experienced senior management team
comprised of seasoned professionals, a board composed of industry veterans including John
Amboian, Neil Cummins and Brian Gaffney, and is backed by Estancia Capital Partners. As of
November 30, 2022, North Square had $1.17 billion of assets under management in 12 mutual
funds. With North Square’s ownership interests (majority and minority, respectively) in the
distinctly branded firms of CS McKee ($8.01B AUM) and Oak Ridge Investments ($1.21B AUA,
collective assets under management and advisement totaled $10.39 billion. Learn more about
North Square Investments at northsquareinvest.com.

About Pensions & Investments

Pensions & Investments, owned by Crain Communications Inc., is the 50-year-old global news
source of money management. P&I is written for executives at defined benefit and defined
contribution retirement plans, endowments, foundations, and sovereign wealth funds, as well as
those at investment management and other investment-related firms. Pensions & Investments
provides timely and incisive coverage of events affecting the money management and retirement
businesses. Visit us at www.pionline.com

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North Square Investments, LLC is an investment adviser registered with the U.S. Securities and
Exchange Commission. Registration does not imply a certain level of skill or training. More
information about the company’s investment advisory services can be found in its Form ADV,
which is available upon request. Nothing contained herein constitutes an offer to buy or sell a
particular security or investment product. This information contains opinions that are as of the
date of this publication and are subject to change without notice.

CS McKee / North Square