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.
– Shareholder engagement
– Proxy voting
– Consulting and training
The Cash Management Group was established in 1999 and joined Canaccord Genuity Corp. in 2018. We specialize in providing investment management services for municipalities, schools, not-for-profits and other publicly-funded organizations across Canada. Our group manages $2.5 billion in assets and our clients trust us to provide the best advice for their portfolio.
As part of Canaccord Genuity, we operate as a fully independent firm and have developed the largest network of institutional cash deposits in the country. With over 45 banks, credit unions and trust companies on our platform, we provide our clients with diversification and consistently competitive rates. Our group’s dedication to service, advice and performance ensures that you have a simplified and positive experience. The Cash Management Group is a proud to be a Supporting Member of the RIA since 2015 and offer responsible investment advice and investment options.
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.
RE Royalties is a publicly traded corporation on the TSX Venture Exchange (Symbol: RE) focused on acquiring a portfolio of long-term renewable energy royalty income streams, mainly from projects already in operations or in advanced stages of development. Our portfolio consist of 11 separate royalties from 493 megawatts of operational and late stage development projects in Canada, USA and Europe. Our royalties are based on gross revenues, with revenues backed by long-term agreements from investment grade off-takers, and have an average duration of 20 years or more.
Our investment mandate is to provide shareholders with (1) a strong growing yield (2) robust capital protection (3) high rate of growth through re-investment and (4) a sustainable investment focus. We are a pioneer and leader in royalty financing in the renewable energy sector. Our royalty financing products provide our clients with a financing alternative that is more flexible than traditional debt and less expensive than traditional equity, similar to other royalty financiers in other industries. The small to mid-cap renewable energy sector represents a large market niche that is particularly underserved by traditional financial products. Royalty financing allows them to achieve their growth targets without resorting to either dilution or asset sales.
SHARE mobilizes investor leadership to build a sustainable, inclusive and productive economy. For the past 18 years we have been a Canadian leader in providing responsible investment services, research and education to help a growing network of institutional investors become active owners and to develop and implement effective and efficient responsible investment policies and practices. SHARE works with more than 100 leading Canadian institutions including pension funds, foundations, asset managers, Indigenous and religious organizations. Our collaborative programs are driving real change in individual corporate policies and practice, sectoral or cross-sectoral practices, broader public policy, legislation and regulations.
Rally Assets is an impact investment management and advisory firm. It works with corporate and institutional investors, foundations, family offices and philanthropists to deliver specialized solutions that help its clients create positive social and environmental impact without compromising financial returns. Since its start in 2010, it has been a trusted leader in the sector.
Rally is a Portfolio Manager and Exempt Market Dealer registered in Alberta, British Columbia, Ontario and Quebec with the respective provincial securities commissions.
Rally is a certified B Corporation. Certified B Corporations meet the highest standards of verified social and environmental performance, public transparency and legal accountability to balance profit and purpose.
Stewart Investors is an investment business which manages portfolios on behalf of clients in Asia Pacific, Emerging Markets, Worldwide and Sustainable Development equity investment strategies. Based in Edinburgh, with offices in London, Singapore and Sydney, we have a distinct culture and investment philosophy that is unchanged in more than two decades, since the launch of our first investment strategy in 1988.
The principle of stewardship has remained central to our investment philosophy. We are long-term investors and have held some shares for over 20 years – when we make an investment, we regard ourselves as buying shares, on behalf of our clients, in a real business. Our investment style is inherently conservative and by focusing on the potential downside as well as on the upside when making any investment decision, the risk to long-term client returns is significantly reduced. Capital preservation is as important to us as capital growth.
All Stewart Investors’ investment strategies strive to integrate environmental, social and governance (ESG) considerations into every investment decision. The Sustainable Funds Group takes this one step further by focusing on long-term sustainable development as a key driver of the investment process.
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.
Deetken Impact is a registered Canadian asset manager with an investment focus on climate action, impact entrepreneurship and gender equality in the Americas. We achieve measurable social and environmental impact in the communities where we invest, with particular emphasis on climate action and gender equality.
We currently manage five impact funds including the Ilu Women’s Empowerment Fund (gender lens investing fund for Latin America and the Caribbean), two climate action funds (one focused on Central America and the other on Caribbean basin countries) and two private equity funds (one focused on Mexico and the other on Latin America). These funds collectively have over $150 million in assets drawn from over 100 investors including development finance institutions, leading Canadian, U.S. and Latin American foundations, family offices, credit unions and high net worth individuals. In addition, we have a deep network of established co-investment relationships with banks, institutional investors, development finance institutions and impact investors.