Archives: Company Profiles

Holds company profiles and specific data

Alquity

Alquity is an asset management business with some of the highest rated ESG/Impact credentials in the industry for their EM, Asia, India and Global Impact Equity Funds. Further, they uniquely connect investors to their investments and social progress in order to deliver better financial outcomes for all. Our investments target attractive returns across the globe, through portfolios that play long-term themes via transparent companies, with effective management who are aligned with shareholders.

Alquity funds are therefore responsible by construction, targeting consistent out-performance whilst contributing to long-term growth. This philosophy resonates across the broader business; we encourage fund manager engagement and are happy to share our analysis.

Further, at the corporate level we reinforce that social progress should drive financial success by donating a proportion of our management fees to development projects in the regions in which we invest and have created over 70,000 jobs to date for those who otherwise would be left in poverty. In this way, our business aligns the values of investors, employees, holdings and communities.

We believe these shared values are key to achieving enduring financial success.

Lucas Cerqueira

We are a team of financial professionals with 60 years of experience helping members meet their financial goals. We are committed to consistently providing an exceptional level of service. Our substantial practice continues to grow, as does our expertise in financial planning and insurance protection services.

Sun Life

Sun Life is a leading international financial services organization providing asset management, wealth, insurance and health solutions to individual and institutional Clients. Sun Life has operations in a number of markets worldwide, including Canada, the United States, the United Kingdom, Ireland, Hong Kong, the Philippines, Japan, Indonesia, India, China, Australia, Singapore, Vietnam, Malaysia and Bermuda. As of December 31, 2023, Sun Life had total assets under management of $1.40 trillion. For more information, please visit www.sunlife.com.

La Fondation de l’Université de Sherbrooke

The Université de Sherbrooke Foundation’s mission is to support the development of the Université de Sherbrooke by soliciting, administering and distributing the funds raised. For more than 60 years, the Foundation has invested more than $ 240 million towards its mission.

The Corporation (Fondation de l’Université de Sherbrooke) contributes to the growth and influence of the Institution. It carries out fundraising activities in close collaboration with the management of the Institution, the faculty directorates, the other university directorates of the Institution, the department of relations with the graduates and its volunteers. The Corporation has optimal and responsible policies in managing the funds entrusted to it by the donors and the Corporation allocates the funds raised in accordance with their wishes and the priority needs identified by the Institution.

The Corporation intends to be recognized as a leader in Quebec, Canada and elsewhere in the world of university philanthropy, notably by its Vision and Values:

Vision
The Foundation is recognized as an essential contributor to the realization of university research and teaching projects with positive impacts on society. It helps strengthen the pride and commitment of students by supporting projects that enrich their campus life.
Its community and partners can count on its innovative approach and practices.

Values
• Commitment
Commitment as a lever to support the great human university that is the University of Sherbrooke. Partnership, at the heart of collaborations essential to the realization of projects at the University of Sherbrooke.

• Acknowledgement
The Foundation encourages and recognizes those who take small and large actions that have an impact on the daily life of the university community and that of society.

• Belonging and pride
Building on the sense of belonging and extraordinary pride of the UdeS Family, the Foundation contributes to promoting the innovation and creativity that characterize the University of Sherbrooke.

• Trust
The Foundation generates trust through its rigor and transparency, while responding in an exemplary manner to sound governance and integrity practices. It is committed to ethical and responsible management linked to the impact of its investments.

References:

Consult the 2021-2026 strategic planning document of the Foundation and the Alumni Relations Department : https://www.usherbrooke.ca/lafondation/fileadmin/sites/lafondation/uploads/Planification_strate__gique_Fondation_UdeS_2021_2026_VF.pdf

Consult our Responsible Investment section on our website : https://www.usherbrooke.ca/lafondation/la-fondation/investissement-responsable

Through concrete actions in terms of responsible investment, the Foundation is effectively participating in Université de Sherbrooke’s 2023-2026 responsible investment strategy: https://www.usherbrooke.ca/developpement-durable/gestion-responsable/investissement-responsable

www.usherbrooke.ca