Jarislowsky, Fraser Limited is an independent portfolio management firm that manages portfolios on behalf of pension funds, foundations and endowments, corporations and individuals in Canada, and internationally. Consistent with its investment philosophy as long-term investors in high-quality businesses, it integrates ESG factors into its fundamental investment analysis and takes an engaged ownership approach to promote good corporate governance.
Archives: Company Profiles
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IA Clarington Investments Inc.
One of Canada’s leading investment management companies, iA Clarington brings clarity, integrity and commitment to a complicated global investment landscape. We offer a wide range of investments to individual investors through their advisors, including actively managed mutual funds, managed portfolio solutions and socially responsible investments.
Hélène Dion Investment Management Inc.
At HDIM, we are passionate about growing and protecting clients’ wealth. We strongly believe in the superiority of income-oriented strategies over the long run, whether income is withdrawn or reinvested. We also emphasize the importance of growing inflation-adjusted income. Therefore, asset allocations for clients are structured to favour asset classes generating real returns: equities with steadily growing dividends; real estate; real-return bonds for non-taxable accounts; and other inflation-sensitive assets. We offer our portfolio management services exclusively on a segregated, discretionary basis. This provides us the flexibility to accommodate various sizes of mandates and different levels of complexity or sophistication. We are particularly experienced in managing several portfolios for a given client or for accounts that form relationships.
Genus Capital Management
Genus Capital Management is an independent investment management firm based in Vancouver. They offer fossil free and impact investment strategies to institutional and private clients.
Franklin Templeton
Franklin Templeton’s goal is to deliver strong, long-term results for investors. To meet this goal, it is vital to consider ESG issues alongside traditional financial measures as they can have a material impact on the value of securities and the long-term performance of companies. At Franklin Templeton, we believe that adopting ESG best practices in our own operations and our investment process has made us a stronger, more resilient and more responsive company – to our clients, our shareholders and our employees.
Our ESG integration approach is designed to ensure that material ESG issues are:
Recognised: ESG risks should be identified and understood at the security, portfolio and operational levels.
Intentional: Material ESG risks and opportunities are actively sought out and included throughout the investment process.
ESG research, analytics and supporting active ownership activities are undertaken by our 650 investment professionals supported by a central team of ESG specialists and our global risk consultants.
In addition to our ESG integration approach across all strategies we offer an array of solutions to further cater to clients’ responsible investment requirements. These includes SRI, ESG tilted, thematic, impact investing and custom solutions.
Fiera Capital Corporate
Fiera Capital Corporation is an independent asset management firm with a growing global presence and approximately C$158.5 billion in AUM as at December 30, 2022. We deliver customized multi-asset solutions across public and private market asset classes to institutional, financial intermediary and private wealth clients across North America, Europe and key markets in Asia. We strive to be at the forefront of investment-management science and we are passionate about creating sustainable wealth for clients.
At Fiera Capital, we recognize that the investment landscape is constantly evolving. Our teams collaborate and seek to draw on the global industry’s most innovative and diverse offerings to craft strategies that meet the needs of every client, anywhere in the world. We have the ambition to extend our reach globally and the determination to provide the best solutions with excellence.
As a public company, we seek to adhere to the highest governance and risk management standards and operate with transparency and integrity to create value for our customers and our shareholders over the long term.
Fiera Capital trades under the ticker FSZ on the Toronto Stock Exchange.
Encasa Financial Inc.
Encasa Financial Inc. is a Canadian social purpose mutual fund company with a longstanding commitment to socially responsible investing. From its start in 2002, Encasa has been a proponent of and adherent to the belief that “good companies make good investments” – a fundamental tenet of socially responsible investing.
Encasa recognizes that in conducting its investment management business, it has a dual responsibility:
to provide competitive returns on investments, and
to contribute to the promotion of healthy communities, to addressing issues of social and economic justice, and to support good environmental stewardship.
Encasa believes that integrating socially responsible investing into the investment process is not only preferred but necessary to enhance investment performance over the longer term.
As an early adopter of sustainable investing by incorporating social responsibility principles into the investment process for the Funds, Encasa is a leading social purpose mutual fund company in Canada.
Our investors are primarily non-profit and co-operative organizations seeking to grow their capital assets through responsible investments. We currently do not offer the opportunity for direct investment by individuals.
Desjardins Group
The Desjardins Funds are managed by Desjardins Investments Inc., one of the leading investment fund manufacturers in Canada with $36.1 billion in assets under management.
Desjardins Investments offers a wide range of investment funds and stands out for its innovative investment solutions that meet the varied and changing needs of Canadian investors. Recognized for its rigorous, credible and transparent approach, Desjardins Investments plays a leadership role in supporting and promoting responsible investing in Canada through the SocieTerra family of funds and portfolios.
CIBC Mellon
CIBC Mellon is a Canadian company exclusively focused on the investment servicing needs of Canadian institutional investors and international institutional investors into Canada. As at December 31, 2019, CIBC Mellon had more than CAD$2 trillion of assets under administration on behalf of banks, pension funds, investment funds, corporations, governments, insurance companies, foreign insurance trusts, foundations and global financial institutions whose clients invest in Canada. www.cibcmellon.com
CIBC Mellon est une société canadienne qui se concentre exclusivement à répondre aux besoins de services de placement des investisseurs institutionnels canadiens et des investisseurs institutionnels étrangers qui investissent au Canada. Au 31 decembre 2019, CIBC Mellon détenait plus de 2 billions $ CA d’actifs sous administration au nom de banques, de caisses de retraite, de fonds de placement, de sociétés, de gouvernements, de compagnies d’assurance, de fiducies d’assurance étrangères, de fondations et d’institutions financières mondiales dont les clients investissent au Canada. www.cibcmellon.com
BMO Global Asset Management
BMO Global Asset Management is focused on meeting the needs of investors, both locally and globally, with capabilities in virtually all public markets. The business is characterized by specialized, regional investment teams providing a range of investment solutions to clients across North America, Europe, Asia/Pacific and the Middle East.
The firm was originally established in 1982, subsequently acquired by Burns Fry Limited in 1991, and as a result of the Burns Fry merger with Nesbitt Thomson in 1994, became part of the BMO Financial Group.
In 2014 BMO acquired F&C Asset Management plc through its wholly owned subsidiary, BMO GAM (Europe) Limited. This acquisition positions BMO GAM as a globally significant money manager, enhancing its investment platform capabilities and providing attractive opportunities to service wealth markets all around the world. We have been recognized as one of Pension & Investments Top 100 Money Managers based on worldwide assets.
With this acquisition, BMO GAM now has 20+ offices in 14 countries serving clients across five continents, and is better able to leverage ideas cross-border and bring more comprehensive solutions to our clients around the world.