Sustainalytics, a Morningstar Company, is a leading independent ESG and corporate governance research, ratings and analytics firm that supports investors around the world with the development and implementation of responsible investment strategies. For more than 25 years, the firm has been at the forefront of developing high-quality, innovative solutions to meet the evolving needs of global investors. Today, Sustainalytics works with hundreds of the world’s leading asset managers and pension funds who incorporate ESG and corporate governance information and assessments into their investment processes. Sustainalytics also works with hundreds of companies and their financial intermediaries to help them consider sustainability in policies, practices and capital projects. With 16 offices globally, Sustainalytics has more than 650 staff members, including more than 200 analysts with varied multidisciplinary expertise across more than 40 industry groups. For more information, visit www.sustainalytics.com.
Membership Type: Associate
MSCI ESG Research
For more than 40 years, MSCI’s research-based indexes and analytics have helped the world’s leading investors build and manage better portfolios. Clients rely on our offerings for deeper insights into the drivers of performance and risk in their portfolios, broad asset class coverage and innovative research. MSCI serves 99 of the top 100 largest money managers, according to the most recent P&I ranking.
ISS ESG
ISS ESG, the responsible investment arm of Institutional Shareholder Services, helps investors develop and integrate responsible investing policies and practices, engage on responsible investment issues, and monitor portfolio company practices through a suite of industry leading solutions. It also provides climate data, analytics, and advisory services to help financial market participants understand, measure, and act on climate-related risks across all asset classes. In addition, ESG solutions cover corporate and country ESG research and ratings enabling its clients to identify material social and environmental risks and opportunities. For more information, please visit us at: www.iss-esg.com
FTSE Russell
FTSE Russell is a leading global index provider creating and managing a wide range of indexes, data and analytic solutions to meet client needs across asset classes, style and strategies. Covering 98% of the investable market, our indexes offer a true picture of global markets, combined with the specialist knowledge gained from developing local benchmarks around the world.
Approximately $16 trillion is currently benchmarked to FTSE Russell indexes. For over 30 years, asset owners, asset managers, ETF providers and investment banks have chosen our indexes to benchmark their investment performance and create investment funds, ETFs, structured products and index-based derivatives.
CUMIS
The CUMIS Group Limited (CUMIS), which is part of The Co-operators group of companies, partners with credit unions to deliver competitive insurance and financial solutions. As the leading provider of insurance-related products and services to the Canadian credit union system, CUMIS serves over 300 credit unions, with a total of more than 5.5 million members.
IG Wealth Management
IG Wealth Management is a leading provider of comprehensive, personal financial planning and wealth management through its network of Consultants to over one million individuals, families and business owners in Canada.
Vancity Credit Union
Vancity is a values-based financial co-operative serving the needs of its member-owners. As Canada’s largest community credit union, Vancity uses its assets to help improve the financial well-being of its members while at the same time helping to develop healthy communities that are socially, economically and environmentally sustainable. They offer responsible investment term deposits, mutual funds and separately managed accounts.
State Street Global Advisors, Ltd.
Founded over 40 years ago as the asset management arm of State Street Corporation, State Street Global Advisors is grounded in State Street’s 231-year heritage of helping people manage their assets wisely. Today, we’re the world’s fourth largest asset manager with $3.48 trillion* in assets under management for clients, ranging from central banks and sovereign wealth funds, to pensions, foundations, and investment advisors.
We have a history of innovation in developing a broad array of strategies across the risk-reward spectrum, from passive and enhanced index strategies, to active equity alternative investment strategies. Our product ranges are offered through commingled funds (mutual and ETFs) or through segregated accounts.
RBC PH&N Investment Counsel Inc.
RBC PH&N Investment Counsel is Canada’s largest investment counselling firm providing discretionary investment management services to Canadian families and mid-size institutions requiring specialized investment guidance and solutions. Our firm offers a full range of investment strategies across fixed income, equities, and alternatives through a selectively curated multi-manager investment platform with RBC Global Asset Management, a UNPRI signatory, at the core. In addition to ESG integration across all asset classes, RBC PH&N Investment Counsel also offers the RBC Vision suite of funds which incorporate sector-based or thematic ESG screening and exclusions, as well as customized portfolios for investors with unique sector or industry exclusionary requirements.
Research Capital Corporation
Research Capital is one of Canada’s largest independent full service investment firms.
We are privately owned by many of our employees. Steeped in tradition, we proudly trace our roots back to 1921.
As a fully integrated national investment dealer, we offer a complete range of capital markets and wealth management services to private clients, institutions and growth companies with offices across Canada.