Cboe Canada, the new business name of the NEO Exchange, is Canada’s Tier 1 stock exchange for the purpose-driven Innovation Economy, providing a best-in-class listing experience for issuers that are shaping the economies of tomorrow, and a marketplace for investors that want to do well and do good.
Fully operational since 2015, Cboe Canada lists investment products and companies seeking an internationally recognized stock exchange that enables investor trust, quality liquidity, and broad awareness including unfettered access to market data. Cboe Canada is home to over 260 unique listings, including some of the most innovative Canadian and international growth companies, ETFs from Canada’s largest ETF issuers, and Canadian Depositary ReceiptsTM (CDRs). Cboe Canada consistently facilitates close to 20% of all volume traded in Canadian ETFs and close to 15% of all volume traded in Canadian-listed companies.
Cboe Canada is part of the Cboe Global Markets network, leveraging deep international expertise, industry-leading market intelligence and technology, and unparalleled service to deliver what stakeholders and the world need now, and for the future.
Listing on Cboe
With markets in Canada, the US, the UK, Europe, and Australia, Cboe is building the world’s first global listing experience for innovative and purpose-driven companies and ETFs. As the Exchange for the World Stage, Cboe facilitates access to global capital and secondary liquidity, with a seamless path for companies and asset managers to list across our marketplaces.
Cboe-Listed companies are committed to innovation with purpose, providing investors with access to investment ideas addressing some of the world’s biggest challenges. Welcome to the new way to invest: Purpose-Driven. Global. Innovative. Connected.
GRESB is the environmental, social and governance (ESG) benchmark for real assets. Working in collaboration with the industry, GRESB defines the global standard for sustainability performance in real assets, providing standardized and validated ESG data to the capital markets.
More than 75 institutional investors, collectively representing over USD 18 trillion in institutional capital, use GRESB data and analytical tools. In 2018 a record 903 property companies and funds participated in the GRESB Real Estate Assessment, the Infrastructure Assessment covered 75 funds and 280 assets, and 25 portfolios completed the Debt Assessment.
GRESB assesses the sustainability performance of real estate and infrastructure portfolios and assets worldwide. We offer ESG data, Scorecards, Benchmark Reports and portfolio analysis tools. The Assessments are guided by what investors and the industry consider to be material issues in the sustainability performance of real asset investments and are aligned with international reporting frameworks such as GRI and PRI.
Assessment participants receive comparative business intelligence on where they stand against their peers, a roadmap with the actions they can take to improve their ESG performance and a communication platform to engage with investors.
Investors use the ESG data and GRESB’s analytical tools to improve the sustainability performance of their investment portfolios, engage with managers and prepare for increasingly rigorous ESG obligations.
National Bank Investments Inc. (NBI) is a leading investment fund manager dedicated to providing an innovative range of investment solutions and services that empowers both retail and institutional investors to achieve their financial goals. We specialize in helping advisors build resilient portfolios for their investors through a full range of investment solutions: mutual funds and exchange-traded funds, asset allocation solutions, managed portfolios, private investments, sustainable investments, and a high-net-worth program. Our open architecture structure enables us to collaborate with leading global portfolio management firms, selecting only the best investment talent to support our clients’ needs.
At NBI, innovation and leadership are at the heart of everything we do, driving us to deliver strong investment outcomes to investors and advisors. We combine human expertise and technology to deliver optimal investment strategies while continuously enhancing our open architecture structure. We leverage our influential leadership to mobilize our partners, clients, the financial community and regulators, accelerating the transition toward more sustainable finance.
iA Wealth is a division of Industrial Alliance Insurance and Financial Services Inc., one of the largest insurance and wealth management companies in Canada. iA Clarington Investments, offers a wide range of high-conviction, actively managed mutual funds and portfolios, including a full suite of responsible investment solutions. iA Wealth provides a full range of financial advisory and wealth management services to Canadian investors through iA Private Wealth, and Investia Financial Services. iA Wealth strives to be the leader in creating and preserving wealth for individual Canadians working with independent advisors.
New Market Funds (NMF) is a multi-fund manager that takes an integrated investment approach to deliver market competitive financial performance with community benefit. Utilizing a thematic approach, consistently applying a rigorous investment process and working from the team’s and stakeholders’ experience are all core components of NMF’s purposeful performance. The NMF Rental Housing Fund I LP provides non-profit partners with equity capital for a critical community need, affordable rental housing. NMF also manages New Commons Development I LP (NCD LP), Community Forward Fund (CFF) and the Canadian Co-operative Investment Fund (CCIF).
NCD is an innovative and disciplined non-profit development company that reduces privatization of community owned assets, revitalizes existing stock and creates new affordable housing and related community assets. CFF provides financing opportunities to non-profits, charities and social enterprises across Canada; the Fund is sector agnostic and aims to promote lasting community benefit in Canadian communities. CCIF invests in and lends to co-operative enterprises across Canada that are creating positive impact in their communities.
Spencer is a Portfolio Manager at Odlum Brown Limited. He provides discretionary portfolio management services to affluent individuals, small business owners and professionals. Spencer has over a decade of experience in the financial services industry, and is a strong proponent of Odlum Brown’s value-based and contrarian investment style. He works with clients to build and manage portfolios, taking into account client-specific investment objectives and risk tolerance.
Spencer believes wealth is created by buying and holding securities of high-quality companies for the long term, and by protecting capital in volatile or falling markets. As buying a stock represents an ownership position in a business, he focuses on owning shares of high-quality companies with an emphasis towards strong management and balance sheets. Spencer pays particular attention to valuation, as stocks purchased at attractive prices provide a margin of safety and superior long-term return potential. He would rather own attractively valued businesses that might temporarily become less expensive, than risk overpaying for popular businesses that could permanently destroy capital in the long term.
Spencer is also a proponent of owning individual investment grade bonds and GICs to protect capital in client portfolios. He buys individual securities with laddering maturity dates rather than investing in bond mutual funds to ensure investor principal is returned at maturity.
He graduated from the Peter B. Gustavson School of Business at the University of Victoria where he studied corporate finance and personal taxation. He obtained the Registered Retirement Consultant designation from the Canadian Institute of Financial Planning in 2012, the Chartered Investment Manager designation from the Canadian Securities Institute in 2013 and the Portfolio Manager designation in 2016. In 2018, he obtained the Responsible Investment Advisor Certification designation, which is focused on the integration of environmental, social and governance (ESG) factors in the selection and management of investments.
Invesco is committed to environmental, social and governance (ESG) investing. We serve our clients in this space as a trusted partner both on specific ESG product strategies as well as part of our commitment to deliver a superior investment experience.
We are committed to adopting and implementing ESG principles in a manner consistent with our fiduciary responsibilities to our clients. We have strengthened our position in this regard in several ways, including through industry advocacy, leadership and innovation. While our first SRI product was launched over 30 years ago, we became a signatory of the UN-backed Principles for Responsible Investment in 2013 and have since achieved an A+ in Governance and Strategy for four consecutive years. This rating demonstrates our extensive efforts in terms of ESG integration, active ownership, investor collaboration and transparency. We are also disclosers to the Carbon Disclosure Project (CDP) and supporters of the Task Force for Climate-related Financial Disclosure (TCFD).
A premier provider of wealth management services, CIBC Wood Gundy has a distinguished heritage of helping investors achieve their goals.
Desjardins Group is the largest integrated cooperative financial group in Canada. Our mission is to contribute to improving the economic and social well-being of people and communities within the compatible limits of its field of activity.
Forerunners in terms of responsible investing (RI), Desjardins offers a range of investment products made up of securities selected based on specific environmental, social and governance criteria.