Libro Credit Union

Libro Credit Union is the largest credit union in southwestern Ontario, with 105,000 members – we call them Owners – more than 600 employees and 31 branches in 25 communities.

Libro’s history exceeds 75 years, during which 43 different organizations have combined to make Libro today.

Libro is a full-service financial institution offering accounts, loans, investment management, etc., is part of a network of more than 4,000 surcharge-free ATMs across Canada, and has digital services that equip people to easily manage their financial well-being.

Libro is democratically run. Over 200 Owner Representatives act as Libro ambassadors who advise, inform and guide our Credit Union through electing the Board of Directors, selecting community investment opportunities and carrying the voting rights of their branch ownership to the Annual General Meeting.

Our aim is to help Owners achieve goals, support businesses to create a thriving local economy and contribute to strong and prosperous communities. That is why Libro exists, with a purpose beyond profit.

Being purpose driven is not a program at Libro; it’s an attitude that exists in all business done by the credit union. It’s a profit-making company that makes a profit for a reason: so that everyone can prosper here, together.

La Caisse d’économie solidaire Desjardins

The financial cooperative of social movements, collective enterprises, committed citizens for a social and sustainable economy.

The Caisse d’économie solidaire is Québec’s leading financial institution specializing in social economy and responsible investment . With the savings of its 15,000 members, the Caisse invests $ 550 million in social economy in Quebec. Our expertise is recognized within the Desjardins movement.

Jarislowsky, Fraser Limited

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.

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.

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