HSBC is one of the world’s largest banking and financial services organisations. We serve more than 38 million customers through four global businesses: Retail Banking and Wealth Management, Commercial Banking, Global Banking and Markets, and Global Private Banking. Our network covers 66 countries and territories in Europe, Asia, the Middle East and Africa, North America and Latin America.
Services offered: Financial planning
Peter Fox
KBI Global Investors is a specialist equity boutique, managing assets on behalf of institutional investors in Canada, USA, UK, Europe and Asia.
Our suite of Global Equity Strategies demonstrate high levels of Quality, better Valuation and strong Governance and ESG credentials. Our objective is to improve the consistency of return for our clients and reduce their exposure to risk. Our investment team manages:
*Global Developed Equity Strategy
*Global Emerging Market Equity Strategy
*Global ACWI Equity Strategy
Our suite of natural resource strategies are underpinned by long-term trends around the world’s changing demographic profile, the scarcity of l natural resources, and the sustained pressure for lower carbon economies. Our investment team manages:
*Global Water Strategy
*Global Clean Energy Strategy
*Global Agribusiness Strategy
*Global Resource Solutions (listed natural resources) Strategy
*Global Sustainable Infrastructure (listed infrastructure) Strategy
With responsible investing integrated across our entire suite of strategies, the firm is also a signatory to the PRI since 2007, as well as participating in several other responsible investment industry organisations and initiatives. Internally we have robust ESG controls, policies and processes in place that govern our activities.
Janne Duncan
Janne Duncan is a senior partner at Norton Rose Fulbright Canada LLP, part of the global firm Norton Rose Fulbright with 4000 lawyers across Canada, the United States, Europe, Latin America, Asia Pacific, Africa, the Middle East and Central Asia.
Janne has more than 25 years of experience as a business lawyer advising public and private enterprises and their boards on often sensitive mandates. In addition to her more traditional securities law practice involving transactions, corporate finance, IPOs and commercial agreements, she helps clients design new business models that navigate complex legal and regulatory environments, and proactively mitigate risk by implementing governance strategies and best practices in the areas of take-over bid defenses, executive compensation, corporate social responsibility, business ethics and anti-corruption, human rights, supply chain management, stakeholder engagement and public disclosure. Supported by the firm’s global platform, she has worked extensively for financial institutions and for mining and agri- business companies operating in Canada and globally.
Janne is on the firm’s pro bono committee and serves as legal advisor to many leading not-for- profit Canadian arts and human rights organizations including PEN Canada (where she served on the board member for 6 years), Institute for Canadian Citizenship, Necessary Angel Theatre Company (board member) and Art Canada Institute. Janne is very involved in women’s initiatives in the mining space, including the 30% Club Canada where she chairs the steering committee responsible for the extractive sector, and Women in Mining Toronto Branch. She speaks and teaches widely in the areas of mining, governance, executive compensation, corporate social responsibility and disclosure best practices, and co-leads the Women in Line for Leadership board-readiness program for women in the extractive sector co-sponsored by Norton Rose Fulbright Canada and KPMG.
Karim Allibhai
Karim is a Portfolio Manager at Odlum Brown Limited. Karim works in a team alongside Vice President, Director, and Portfolio Manager Ian Robertson. They offer responsible investment portfolio management services to high net worth clients, integrating environmental, social and governance (ESG) considerations into portfolio construction and into the voting of clients’ proxies. Karim’s role focuses on providing value-added services with a focus on financial and tax planning.
Community service is also important to Karim. He has volunteered at Junior Achievement BC since 2015, educating young people about business.
Sustainalytics
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.
Shareholder Association for Research & Education
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
Rally Assets is an impact investment management firm. The firm helps investors generate positive social and environmental impact alongside a financial return. Rally creates impact funds and other portfolios to enable foundations, other institutional investors, family offices and individual accredited investors to invest in alignment with their values. Through its joint venture in Realize Capital Partners, Rally is a fund-of-funds manager for the Government of Canada’s Social Finance Fund.
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.
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.
Mercer (Canada) Limited
At Mercer, we believe in building brighter futures. Together, we’re redefining the world of work, reshaping retirement and investment outcomes, and unlocking real health and well-being.
Mercer Sustainable Investment helps asset owners transform and achieve their sustainability objectives by managing ESG and financial risks, maximizing returns sustainably, and making a positive impact. We partner with our clients to manage risk, maximize investment returns, make a positive impact and be part of a brighter future.
Mercer Sustainable Investment delivers leading investment research, advice and solutions that supports a growing number of clients in their goals for a sustainable future, achieving better economic, environmental, and social outcomes for beneficiaries, and a wider group of stakeholders.
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