Æquo conducts shareholder engagement on behalf of institutional investors seeking to integrate environmental, social and governance (ESG) considerations into their investment processes. Our vision is for a more sustainable and equitable economic system in which companies, encouraged by their investors, create long-term value for the benefit of society as a whole.

We identify the companies in our engagement plan based on their practices and performance with regard to the ESG issues that are material to them. We conduct constructive dialogues with these companies through one-on-one meetings or collaborative campaigns, to better understand how companies are addressing the challenges they face and to suggest appropriate actions to improve their performance. Æquo’s pooled engagement model allows our clients to have a larger reach and impact as active investors while meeting the stewardship expectations of their stakeholders.

Æquo represents international institutional investors including pension funds, asset managers, and faith-based communities. Many of our clients are signatories to the Principles of Responsible Investment (PRI). Together, Æquo’s clients represent more than CA$110 billion AUM.

Services Include:
– Shareholder engagement
– Proxy voting
– Consulting and training